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Estee Lauder
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Overview Fund Activity

1,198 hedge funds and large institutions have $54.7B invested in Estee Lauder in 2022 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 486 increasing their positions, 431 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
-53
Holders Change %
-4.24%
% of All Funds
18.96%
Holding in Top 10
19
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-34.48%
% of All Funds
0.3%
New
108
Increased
486
Reduced
431
Closed
146
Calls
$1.56B
Puts
$355M
Net Calls
+$1.21B
Net Calls Change
-$777M

Top Buyers

1
FIS
Fundsmith Investment Services
Mauritius
+$398M
2
Marshall Wace
Marshall Wace
United Kingdom
+$179M
3
Morgan Stanley
Morgan Stanley
New York
+$178M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$143M
5
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$125M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$373M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$330M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$278M
4
Brown Advisory
Brown Advisory
Maryland
-$164M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
1001
Essex Financial Services
Connecticut
$225K -$48.4K -178 -18%
SIMG
1002
Sonora Investment Management Group
Arizona
$223K – – –
SS
1003
Simplicity Solutions
Minnesota
$221K -$396K -1,456 -64%
AFM
1004
Andesa Financial Management
Pennsylvania
$220K +$22.1K +81 +11%
PWS
1005
Peterson Wealth Services
Utah
$220K +$33.6K +123 +18%
SDIC
1006
South Dakota Investment Council
South Dakota
$218K -$79K -290 -27%
JMFC
1007
J.M. Forbes & Co
Massachusetts
$218K – – –
PP
1008
Patron Partners
Texas
$218K +$18K +66 +9%
ACM
1009
Aquatic Capital Management
Illinois
$218K +$218K +800 New
LBC
1010
Lowe Brockenbrough & Co
Virginia
$218K +$218K +800 New
RA
1011
RFG Advisory
Alabama
$215K -$2.45K -9 -1%
TP
1012
Tranquility Partners
Tennessee
$215K – – –
TCOT
1013
Trust Company of Toledo
Ohio
$213K – – –
GWSG
1014
GPS Wealth Strategies Group
Colorado
$213K +$53.3K +196 +33%
GWANC
1015
Guardian Wealth Advisors (North Carolina)
North Carolina
$212K -$221K -812 -51%
CCB
1016
Country Club Bank
Missouri
$211K +$211K +756 New
CI
1017
CX Institutional
Indiana
$208K -$41.6K -153 -17%
SBL
1018
Sargent Bickham Lagudis
Colorado
$207K – – –
WB
1019
WesBanco Bank
West Virginia
$206K +$6.26K +23 +3%
CNC
1020
Canandaigua National Corp
New York
$205K +$4.36K +16 +2%
BSSFA
1021
Baron Silver Stevens Financial Advisors
Florida
$205K +$205K +756 New
KWM
1022
Kingsview Wealth Management
Oregon
$203K -$91K -334 -31%
WP
1023
WealthSource Partners
California
$203K +$7.07K +26 +4%
HPC
1024
HM Payson & Co
Maine
$202K +$1.63K +6 +0.8%
MAWCM
1025
Mine & Arao Wealth Creation & Management
California
$201K – – –
39 40
41
42 43