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Estee Lauder
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Overview Fund Activity

1,119 hedge funds and large institutions have $39.5B invested in Estee Lauder in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 444 increasing their positions, 424 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
-105
Holders Change %
-8.58%
% of All Funds
17.65%
Holding in Top 10
13
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-55.17%
% of All Funds
0.21%
New
99
Increased
444
Reduced
424
Closed
193
Calls
$586M
Puts
$492M
Net Calls
+$94.2M
Net Calls Change
-$67.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$482M
2
Edgewood Management
Edgewood Management
Connecticut
+$278M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$228M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$208M
5
HL
Harding Loevner
New Jersey
+$156M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$1.7B
2
DZ Bank
DZ Bank
Germany
-$617M
3
Jennison Associates
Jennison Associates
New York
-$266M
4
Amundi
Amundi
France
-$247M
5
American Century Companies
American Century Companies
Missouri
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
901
Strategic Blueprint
Georgia
$217K +$42.2K +215 +24%
CPIG
902
Chicago Partners Investment Group
Illinois
$216K -$22.1K -128 -9%
ACA
903
Aptus Capital Advisors
Alabama
$216K +$39.9K +203 +23%
IAA
904
Independent Advisor Alliance
North Carolina
$213K +$14.3K +73 +7%
FMTC
905
Farmers & Merchants Trust Company
California
$212K – – –
PGIM
906
Pacific Global Investment Management
California
$212K -$57.9K -295 -21%
HCP
907
Holt Capital Partners
Texas
$212K +$11.8K +60 +6%
PAM
908
Peak Asset Management
Colorado
$211K – – –
MSA
909
Marino Stram & Associates
Massachusetts
$211K +$2.16K +11 +1%
WMA
910
Wealth Management Associates
New Jersey
$211K -$4.52K -23 -2%
HCM
911
Howland Capital Management
Massachusetts
$209K – – –
SWA
912
Stratos Wealth Advisors
Ohio
$209K +$11.4K +58 +6%
FFM
913
Forum Financial Management
Illinois
$208K -$5.3K -27 -2%
WHCI
914
W.H. Cornerstone Investments
Massachusetts
$207K +$588 +3 +0.3%
FIM
915
Freedom Investment Management
Connecticut
$206K +$22.8K +116 +12%
SWS
916
SYSTM Wealth Solutions
Illinois
$204K +$204K +1,036 New
PTC
917
Private Trust Company
Ohio
$203K +$31.6K +161 +18%
FWCM
918
Ferguson Wellman Capital Management
Oregon
$201K – – –
AC
919
Abbrea Capital
California
$201K -$6.86K -35 -3%
CWC
920
Carolinas Wealth Consulting
North Carolina
$200K -$21K -107 -10%
ECM
921
Elgethun Capital Management
South Dakota
$199K – – –
GRP
922
Global Retirement Partners
California
$195K -$1.77M -9,029 -90%
PFBT
923
Parkside Financial Bank & Trust
Missouri
$191K -$21.8K -111 -10%
ARMT
924
Amica Retiree Medical Trust
Rhode Island
$185K +$185K +940 New
PAG
925
Paladin Advisory Group
Iowa
$182K – – –
35 36
37
38 39