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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 %
CA
851
Continuum Advisory
Idaho
$3.11K -$519 -8 -14%
NS
852
NBC Securities
Alabama
$3K – – –
HGERS
853
Householder Group Estate & Retirement Specialist
Arizona
$3K – – –
MAM
854
Morse Asset Management
Connecticut
$2.49K -$454K -4,555 -99%
GAG
855
Goodman Advisory Group
Massachusetts
$2.49K – – –
FP
856
Financial Perspectives
Minnesota
$2.41K – – –
PCTC
857
Perkins Coie Trust Company
Washington
$2.29K – – –
BL
858
BFSG LLC
California
$2.19K -$1.5K -15 -41%
CSC
859
Caldwell Sutter Capital
California
$2.09K – – –
KWAG
860
Kiely Wealth Advisory Group
North Carolina
$2.07K – – –
PCM
861
Penserra Capital Management
California
$2K – – –
HWA
862
HHM Wealth Advisors
Tennessee
$1.99K – – –
ETS
863
ESL Trust Services
New York
$1.99K – – –
AAG
864
Armstrong Advisory Group
Massachusetts
$1.99K – – –
PWA
865
Provenance Wealth Advisors
Florida
$1.79K – – –
CJ
866
Caitlin John
Michigan
$1.67K +$434 +7 +35%
HCM
867
Hollencrest Capital Management
California
$1.6K – – –
CAC
868
Core Alternative Capital
Georgia
$1.5K – – –
PFG
869
Peterson Financial Group
Iowa
$1.3K +$1.3K +13 New
GC
870
Globeflex Capital
California
$1.3K – – –
SC
871
Swan Capital
Florida
$1.2K – – –
HWP
872
Highline Wealth Partners
California
$1.1K -$399 -4 -27%
TSMHT
873
Thurston Springer Miller Herd & Titak
Indiana
$1.1K – – –
POIA
874
Pin Oak Investment Advisors
Texas
$1K – – –
BGAI
875
Bruce G. Allen Investments
Colorado
$997 -$2.39K -24 -71%
33 34
35
36 37