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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 %
AIM
951
Anchor Investment Management
South Carolina
$95.2K – – –
MIM
952
Meridiem Investment Management
United Kingdom
$95.2K – – –
VNA
953
Valley National Advisers
Pennsylvania
$94K -$11.3K -57 -11%
AF
954
Advisornet Financial
Minnesota
$93.1K -$25.5K -130 -22%
CFGS
955
Concourse Financial Group Securities
Alabama
$92.1K +$14.9K +76 +19%
TWD
956
True Wealth Design
Ohio
$89K – – –
BDS
957
Banco de Sabadell
Florida
$88K +$27.5K +141 +45%
BTI
958
Blue Trust Inc
Georgia
$84K -$244K -986 -74%
DAM
959
Delta Asset Management
Tennessee
$82.3K – – –
MCM
960
Manchester Capital Management
Vermont
$80.3K -$2.95K -15 -4%
WPWM
961
Western Pacific Wealth Management
Illinois
$77.6K +$19.6K +100 +34%
TFM
962
TFC Financial Management
Massachusetts
$73.1K -$12.2K -62 -14%
SC
963
Solstein Capital
California
$73.1K – – –
CFO
964
CVA Family Office
Colorado
$71.9K -$7.66K -39 -10%
IGWM
965
ICA Group Wealth Management
Colorado
$66.9K -$26.3K -134 -28%
HS
966
Horan Securities
United States
$66.2K -$3.73K -19 -5%
OP
967
ORG Partners
Indiana
$66.1K +$66.1K +334 New
WTG
968
West Tower Group
Virginia
$64.6K +$64.6K +329 New
GIA
969
GHP Investment Advisors
Colorado
$63.9K – – –
RFA
970
Resurgent Financial Advisors
Georgia
$62.6K +$5.3K +27 +9%
PO
971
Private Ocean
California
$62.6K +$62.6K +319 New
MA
972
MCF Advisors
Kentucky
$62.3K -$982 -5 -2%
SSG
973
Summit Securities Group
New York
$59K -$29.7K -152 -33%
HI
974
Harbour Investments
Wisconsin
$58.2K +$1.77K +9 +3%
HCM
975
Hollencrest Capital Management
California
$53.8K – – –
37 38
39
40 41