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Estee Lauder
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Overview Fund Activity

903 hedge funds and large institutions have $19.5B invested in Estee Lauder in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 329 increasing their positions, 345 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
-76
Holders Change %
-7.76%
% of All Funds
13.06%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
107
Increased
329
Reduced
345
Closed
172
Calls
$984M
Puts
$1.14B
Net Calls
-$158M
Net Calls Change
+$140M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.46B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$571M
3
IFP
Independent Franchise Partners
United Kingdom
$538M
4
Ameriprise
Ameriprise
Minnesota
$160M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$395M

Top Sellers

1
Edgewood Management
Edgewood Management
Connecticut
$2.57M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$316M
3
ClearBridge Investments
ClearBridge Investments
New York
$0
4
Brown Advisory
Brown Advisory
Maryland
$2.9M
5
Capital International Investors
Capital International Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
976
Transcend Capital Advisors
New Jersey
– -$558K -5,244 Closed
TPW
977
Transatlantique Private Wealth
New York
– -$524K -4,929 Closed
CPR
978
CSU Producer Resources
Ohio
– -$521K -4,900 Closed
EBT
979
Enterprise Bank & Trust
Massachusetts
– -$510K -4,793 Closed
Teacher Retirement System of Texas
980
Teacher Retirement System of Texas
Texas
– -$482K -4,526 Closed
CFG
981
Cooper Financial Group
California
– -$480K -4,515 Closed
MLL
982
Moody Lynn & Lieberson
Massachusetts
– -$471K -4,423 Closed
GEM
983
Global Endowment Management
North Carolina
– -$462K -4,339 Closed
HVP
984
Hudson Value Partners
Florida
– -$448K -4,215 Closed
UBG
985
United Bank (Georgia)
Georgia
– -$428K -4,027 Closed
CAM
986
Congress Asset Management
Massachusetts
– -$428K -4,020 Closed
MOS
987
MGO One Seven
Ohio
– -$396K -3,723 Closed
QWM
988
Quadcap Wealth Management
Texas
– -$393K -3,698 Closed
FFS
989
Founders Financial Securities
Maryland
– -$382K -3,586 Closed
VCG
990
Vantage Consulting Group
Virginia
– -$373K -3,509 Closed
CG
991
Caprock Group
Idaho
– -$373K -3,504 Closed
SIA
992
Schechter Investment Advisors
Michigan
– -$366K -3,436 Closed
DCM
993
Donaldson Capital Management
Indiana
– -$357K -3,352 Closed
PAG
994
Private Advisor Group
New Jersey
– -$347K -3,259 Closed
STA
995
Summit Trail Advisors
New York
– -$341K -3,208 Closed
WA
996
Wealth Alliance
New York
– -$339K -3,183 Closed
A
997
Allianz
Germany
– -$335K -3,152 Closed
WS
998
Wedbush Securities
California
– -$320K -3,009 Closed
HVIA
999
Hudson Valley Investment Advisors
New York
– -$410K -2,948 Closed
VAF
1000
Values Added Financial
District of Columbia
– -$294K -2,764 Closed
38 39
40
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