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Estee Lauder
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Overview Fund Activity

1,024 hedge funds and large institutions have $29.1B invested in Estee Lauder in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 385 increasing their positions, 401 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,024
Holders Change
-95
Holders Change %
-8.49%
% of All Funds
16.33%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
101
Increased
385
Reduced
401
Closed
180
Calls
$677M
Puts
$740M
Net Calls
-$63.4M
Net Calls Change
-$158M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$422M
2
IFP
Independent Franchise Partners
United Kingdom
+$373M
3
Lazard Asset Management
Lazard Asset Management
New York
+$219M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$218M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$1.06B
2
FIS
Fundsmith Investment Services
Mauritius
-$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$221M
4
HL
Harding Loevner
New Jersey
-$156M
5
Capital World Investors
Capital World Investors
California
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
951
Rise Advisors
New York
$9.79K +$144 +1 +1%
PCFFS
952
Pacific Center for Financial Services
California
$9.25K – – –
CMA
953
Cedar Mountain Advisors
Oregon
$9.25K +$1.16K +8 +14%
AGWCA
954
Annis Gardner Whiting Capital Advisors
Florida
$9.11K +$9.11K +63 New
TAM
955
Tucker Asset Management
Colorado
$8.82K +$289 +2 +3%
IPW
956
Impact Partnership Wealth
Georgia
$8.82K +$578 +4 +7%
TSWM
957
Tyler-Stone Wealth Management
Ohio
$8K – – –
SFG
958
Steward Financial Group
Texas
$8K +$8K +60 New
AAP
959
Arax Advisory Partners
Colorado
$7.81K +$2.89K +20 +59%
ME
960
McIlrath & Eck
Washington
$7.23K – – –
GWMIA
961
Global Wealth Management Investment Advisory
Florida
$7.23K – – –
NCM
962
Northwest Capital Management
Oregon
$7.08K – – –
GI
963
Gradient Investments
Minnesota
$7.08K +$1.59K +11 +29%
CT
964
Clearstead Trust
Maine
$6.79K +$6.79K +47 New
JWA
965
JFS Wealth Advisors
Pennsylvania
$6.65K +$1.59K +11 +31%
VAG
966
VisionPoint Advisory Group
Texas
$6.53K – – –
CPG
967
Cornerstone Planning Group
New Jersey
$6.51K -$22K -152 -77%
AT
968
Avalon Trust
New Mexico
$5.78K -$4.34K -30 -43%
ICM
969
Intrepid Capital Management
Florida
$5.78K – – –
JWM
970
Janiczek Wealth Management
Colorado
$5.69K – – –
FCA
971
FinTrust Capital Advisors
South Carolina
$5.49K -$1.74K -12 -24%
AWM
972
Avior Wealth Management
Nebraska
$5.2K +$3.76K +26 +260%
FMP
973
Financial Management Professionals
Texas
$5K -$441 -3 -8%
TWM
974
Tradition Wealth Management
Minnesota
$5K +$1.41K +9 +39%
LFG
975
Larson Financial Group
Missouri
$4.48K +$3.61K +25 +417%
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