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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 %
EBA
976
Eagle Bay Advisors
New York
$4.19K – – –
JMF
977
Johnson Midwest Financial
Iowa
$4.05K – – –
GFL
978
Granite FO LLC
New Hampshire
$3.9K – – –
CB
979
Centennial Bank
Arkansas
$3.76K – – –
AF
980
Advisornet Financial
Minnesota
$3.61K -$64.9K -449 -95%
RFG
981
RFP Financial Group
Georgia
$3.61K – – –
BCMLT
982
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.54K – – –
FP
983
Financial Perspectives
Minnesota
$3.5K – – –
VCM
984
Versant Capital Management
Arizona
$3.47K +$2.89K +20 +500%
BAAM
985
Baker Avenue Asset Management
California
$3.33K +$2.46K +17 +283%
PCTC
986
Perkins Coie Trust Company
Washington
$3.32K – – –
KFS
987
Kelly Financial Services
Massachusetts
$3.17K – – –
CSC
988
Caldwell Sutter Capital
California
$3.04K – – –
ADL
989
Asset Dedication LLC
California
$3K -$78.4K -653 -96%
HBW
990
Hazlett, Burt & Watson
West Virginia
$3K +$1.06K +6 +55%
PP
991
PFS Partners
New Jersey
$2.9K – – –
AAG
992
Armstrong Advisory Group
Massachusetts
$2.89K – – –
DJSG
993
D.J. St. Germain
Massachusetts
$2.89K – – –
HWA
994
HHM Wealth Advisors
Tennessee
$2.89K – – –
MWM
995
Mascoma Wealth Management
New Hampshire
$2.89K +$2.89K +20 New
TC
996
Trium Capital
United Kingdom
$2.89K – – –
WWM
997
Wolff Wiese Magana
California
$2.6K -$723 -5 -22%
PWA
998
Provenance Wealth Advisors
Florida
$2.46K +$2.46K +17 New
PS
999
PayPay Securities
Japan
$2.34K -$877 -3 -27%
CTA
1000
Colonial Trust Advisors
South Carolina
$2.31K +$578 +4 +33%
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40
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