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Estee Lauder

1,224 hedge funds and large institutions have $50B invested in Estee Lauder in 2023 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 503 increasing their positions, 396 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,224
Holders Change
+49
Holders Change %
+4.17%
% of All Funds
19.59%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.46%
New
141
Increased
503
Reduced
396
Closed
69
Calls
$807M
Puts
$645M
Net Calls
+$162M
Net Calls Change
+$123M
Name Holding Trade Value Shares
Change
Shares
Change %
SGCA
951
Steel Grove Capital Advisors
Tennessee
$273K
WMA
952
Wealth Management Associates
New Jersey
$270K
CIC
953
Chilton Investment Company
Connecticut
$269K +$269K +1,090 New
RPC
954
Rossmore Private Capital
Connecticut
$268K
FFM
955
Forum Financial Management
Illinois
$268K +$6.65K +27 +3%
PFBT
956
Parkside Financial Bank & Trust
Missouri
$267K +$6.65K +27 +3%
FMTC
957
Farmers & Merchants Trust Company
California
$266K +$1.73K +7 +0.7%
GIA
958
Gateway Investment Advisers
Ohio
$266K -$56.9K -231 -18%
PAM
959
Peak Asset Management
Colorado
$265K
MSA
960
Marino Stram & Associates
Massachusetts
$262K +$21.4K +87 +9%
HCM
961
Howland Capital Management
Massachusetts
$262K
AC
962
Abbrea Capital
California
$261K
HPC
963
HM Payson & Co
Maine
$260K +$75.4K +306 +41%
WHCI
964
W.H. Cornerstone Investments
Massachusetts
$259K +$984 +4 +0.4%
AG
965
AIA Group
Hong Kong
$259K -$28.3K -115 -10%
SMA
966
Sage Mountain Advisors
Georgia
$257K +$257K +1,042 New
JAM
967
JCIC Asset Management
Ontario, Canada
$253K -$17.7K -72 -7%
FWCM
968
Ferguson Wellman Capital Management
Oregon
$253K
HCP
969
Holt Capital Partners
Texas
$251K
IAA
970
Independent Advisor Alliance
North Carolina
$250K +$250K +1,013 New
SWRP
971
Summit Wealth & Retirement Planning
California
$249K -$170K -691 -41%
ECM
972
Elgethun Capital Management
South Dakota
$249K -$134K -543 -35%
SWA
973
Stratos Wealth Advisors
Ohio
$248K -$1.22M -4,964 -83%
AC
974
Allstate Corporation
Illinois
$246K -$1.4M -5,692 -85%
OW
975
Olistico Wealth
Oklahoma
$245K