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Estee Lauder
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Overview Fund Activity

1,198 hedge funds and large institutions have $54.7B invested in Estee Lauder in 2022 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 486 increasing their positions, 431 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
-53
Holders Change %
-4.24%
% of All Funds
18.96%
Holding in Top 10
19
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-34.48%
% of All Funds
0.3%
New
108
Increased
486
Reduced
431
Closed
146
Calls
$1.56B
Puts
$355M
Net Calls
+$1.21B
Net Calls Change
-$777M

Top Buyers

1
FIS
Fundsmith Investment Services
Mauritius
+$398M
2
Marshall Wace
Marshall Wace
United Kingdom
+$179M
3
Morgan Stanley
Morgan Stanley
New York
+$178M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$143M
5
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$125M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$373M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$330M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$278M
4
Brown Advisory
Brown Advisory
Maryland
-$164M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
876
Diversified Trust
Tennessee
$381K -$19.6K -72 -5%
MSFS
877
Main Street Financial Solutions
Pennsylvania
$378K -$22.8K -84 -6%
IWC
878
Integrated Wealth Concepts
Massachusetts
$378K +$86.5K +318 +30%
JAM
879
JCIC Asset Management
Ontario, Canada
$376K – – –
DIA
880
Dana Investment Advisors
Wisconsin
$370K – – –
GAM
881
Griffin Asset Management
New York
$370K – – –
AAM
882
Aureus Asset Management
Massachusetts
$368K +$31K +114 +9%
BG
883
Bellevue Group
Switzerland
$367K – – –
MS
884
Madden Securities
Texas
$367K +$207K +760 +129%
FFM
885
Forum Financial Management
Illinois
$365K +$8.43K +31 +2%
WTA
886
Washington Trust Advisors
Massachusetts
$363K -$20.2K -74 -5%
OHWP
887
Oak Harbor Wealth Partners
North Carolina
$360K +$98K +360 +37%
RC
888
Roundview Capital
New Jersey
$359K +$40.3K +148 +13%
ESB
889
Essex Savings Bank
Connecticut
$358K – – –
TCM
890
Teza Capital Management
Illinois
$358K +$358K +1,314 New
JAG
891
Journey Advisory Group
Kentucky
$354K – – –
MIP
892
Marietta Investment Partners
Wisconsin
$354K +$13.6K +50 +4%
FNB
893
Farmers National Bank
Kentucky
$351K +$38.1K +140 +12%
WMA
894
Wealth Management Associates
New Jersey
$351K +$111K +406 +46%
GLA
895
Great Lakes Advisors
Illinois
$350K -$16.1K -59 -4%
CWC
896
Carolinas Wealth Consulting
North Carolina
$349K -$3K -11 -0.9%
BP
897
Ballentine Partners
Massachusetts
$346K +$7.37K +27 +2%
ACA
898
Aptus Capital Advisors
Alabama
$346K +$346K +1,272 New
RWM
899
Ritholtz Wealth Management
New York
$345K -$84.3K -310 -20%
1W
900
1776 Wealth
Georgia
$345K +$66.9K +245 +24%
34 35
36
37 38