Estee Lauder
1,182 hedge funds and large institutions have $50.7B invested in Estee Lauder in 2022 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 452 increasing their positions, 403 reducing their positions, and 85 closing their positions.
98% more first-time investments, than exits
New positions opened: 168 | Existing positions closed: 85
29% more funds holding in top 10
Funds holding in top 10: 24 → 31 (+7)
16% more capital invested
Capital invested by funds: $43.8B → $50.7B (+$6.84B)
12% more repeat investments, than reductions
Existing positions increased: 452 | Existing positions reduced: 403
5% more funds holding
Funds holding: 1,124 → 1,182 (+58)
7% more call options, than puts
Call options by funds: $586M | Put options by funds: $548M
0.42% more ownership
Funds ownership: 87.87% → 88.29% (+0.42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$443M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$295M |
| 3 |
Morgan Stanley
New York
|
+$261M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$234M |
| 5 |
Lazard Asset Management
New York
|
+$193M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$568M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$325M |
| 3 |
Jennison Associates
New York
|
-$315M |
| 4 |
Edgewood Management
Greenwich,
Connecticut
|
-$175M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
-$140M |
EL Hedge Fund Activity: Q4 2022 in Review
1,182 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q4 2022, worth a combined $50.7B — up 16% from $43.8B a quarter earlier.
Buyers outnumbered sellers: 168 funds opened new EL positions and 85 closed out — a net gain of 83 holders — while 452 added to existing stakes and 403 trimmed.
The largest buyer was ClearBridge Investments, opening a new position worth an estimated $443M. The largest seller was Fidelity Investments, cutting an estimated $568M.
- 1,182 institutional investors held Estee Lauder (EL) as of Q4 2022, up from 1,124 in Q3 2022.
- Funds reported $50.7B of Estee Lauder stock for Q4 2022, up 16% quarter-over-quarter.
- 168 funds opened new Estee Lauder positions in Q4 2022 and 85 closed out, a net change of +83 holders.
- The largest Estee Lauder buyer in Q4 2022 was ClearBridge Investments, an estimated $443M added.
- The largest Estee Lauder seller in Q4 2022 was Fidelity Investments, an estimated $568M sold.
Based on aggregated 13F filings for Q4 2022.