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Estee Lauder
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Overview Fund Activity

942 hedge funds and large institutions have $32.3B invested in Estee Lauder in 2020 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 322 increasing their positions, 399 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
-69
Holders Change %
-6.82%
% of All Funds
20.81%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.38%
New
95
Increased
322
Reduced
399
Closed
152
Calls
$219M
Puts
$269M
Net Calls
-$49.6M
Net Calls Change
+$216M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$412M
2
Citigroup
Citigroup
New York
+$284M
3
Capital International Investors
Capital International Investors
California
+$254M
4
Jennison Associates
Jennison Associates
New York
+$226M
5
Capital World Investors
Capital World Investors
California
+$203M

Top Sellers

1
BlackRock
BlackRock
New York
-$175M
2
Renaissance Technologies
Renaissance Technologies
New York
-$153M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$152M
4
Goldman Sachs
Goldman Sachs
New York
-$112M
5
SGA
Sustainable Growth Advisers
Connecticut
-$86.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOSM
901
First National Bank of South Miami
Florida
$7K – – –
SL
902
Savior LLC
Massachusetts
$7K – – –
AT
903
Arden Trust
Delaware
$7K +$7K +42 New
CAN
904
Claraphi Advisory Network
United States
$7K +$7K +45 New
CRCP
905
Copper Rock Capital Partners
Massachusetts
$6.66K -$1.95K -12,254 -23%
OAM
906
Optimal Asset Management
California
$6.36K +$1.76K +11,056 +38%
AA
907
Advisory Alpha
Michigan
$6.35K – – –
RFA
908
Reilly Financial Advisors
California
$6K – – –
WAP
909
Wealthcare Advisory Partners
Pennsylvania
$6K – – –
SWM
910
Selective Wealth Management
Virginia
$6K – – –
SNT
911
Security National Trust
West Virginia
$6K +$6K +37 New
BAM
912
Barrett Asset Management
New York
$5K – – –
FFC
913
First Financial Corp
Indiana
$5K – – –
Kayne Anderson Rudnick Investment Management
914
Kayne Anderson Rudnick Investment Management
California
$5K – – –
HIA
915
Harbor Investment Advisory
Maryland
$5K – – –
BWM
916
BerganKDV Wealth Management
Minnesota
$5K – – –
CMA
917
Cedar Mountain Advisors
Oregon
$5K – – –
MPWT
918
MassMutual Private Wealth & Trust
Connecticut
$5K +$5K +30 New
SIC
919
Salem Investment Counselors
North Carolina
$4K -$13.3K -73 -77%
SFPG
920
Stonebridge Financial Planning Group
Florida
$4K – – –
BGIM
921
Brandywine Global Investment Management
Pennsylvania
$4K – – –
CFFP
922
Center for Financial Planning
Michigan
$4K – – –
AIC
923
Ameritas Investment Company
Nebraska
$4K +$4K +25 New
FP
924
Financial Perspectives
Minnesota
$3.86K – – –
KFS
925
Kelly Financial Services
Massachusetts
$3.38K – – –
35 36
37
38 39