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Estee Lauder
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Overview Fund Activity

903 hedge funds and large institutions have $19.5B invested in Estee Lauder in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 329 increasing their positions, 345 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
-76
Holders Change %
-7.76%
% of All Funds
13.06%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
107
Increased
329
Reduced
345
Closed
172
Calls
$984M
Puts
$1.14B
Net Calls
-$158M
Net Calls Change
+$140M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$333M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$253M
3
IFP
Independent Franchise Partners
United Kingdom
+$193M
4
Ameriprise
Ameriprise
Minnesota
+$147M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$138M

Top Sellers

1
Edgewood Management
Edgewood Management
Connecticut
-$787M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$440M
3
ClearBridge Investments
ClearBridge Investments
New York
-$325M
4
Brown Advisory
Brown Advisory
Maryland
-$212M
5
Capital International Investors
Capital International Investors
California
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
826
Fairfield Financial Advisors
Massachusetts
$6.28K – – –
TIM
827
Tortoise Investment Management
New York
$6.18K -$2.69K -27 -30%
FWM
828
FSA Wealth Management
Massachusetts
$6.17K +$6.17K +62 New
DF
829
Dunhill Financial
United Kingdom
$5.83K -$62.9K -626 -92%
MAM
830
Meeder Asset Management
Ohio
$5.78K +$1.2K +12 +26%
FPF
831
First Pacific Financial
Washington
$5.76K +$99 +1 +2%
AWM
832
Abound Wealth Management
Tennessee
$5.58K +$1.4K +14 +33%
FFO
833
Fortitude Family Office
Arizona
$5.58K +$5.58K +56 New
OLVIG
834
Oliver Lagore Vanvalin Investment Group
Michigan
$5.48K – – –
ATC
835
Adirondack Trust Company
New York
$5.38K – – –
SIC
836
SJS Investment Consulting
Ohio
$5.28K +$4.49K +45 +563%
MWA
837
MFA Wealth Advisors
Pennsylvania
$5.08K – – –
IAIM
838
International Assets Investment Management
Florida
$5.04K +$5.04K +502,836 New
TLCM
839
Twin Lakes Capital Management
California
$4.61K – – –
AAP
840
Arax Advisory Partners
Colorado
$4.39K +$4.39K +44 New
ACM
841
Accent Capital Management
Ohio
$4.19K – – –
GBT
842
Grove Bank & Trust
Florida
$3.99K -$73.8K -740 -95%
TCA
843
Trifecta Capital Advisors
Illinois
$3.99K -$997 -10 -20%
CPA
844
Clear Point Advisors
New York
$3.8K – – –
LWANC
845
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.79K -$3.79K -38 -50%
FCA
846
FinTrust Capital Advisors
South Carolina
$3.79K – – –
RTL
847
Red Tortoise LLC
Georgia
$3.63K – – –
BCMLT
848
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.39K -$1.6K -16 -32%
BIA
849
Bell Investment Advisors
California
$3.29K -$1.99K -20 -38%
LOIP
850
Live Oak Investment Partners
Texas
$3.19K -$3.4K – –
32 33
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