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Estee Lauder
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Overview Fund Activity

824 hedge funds and large institutions have $15.8B invested in Estee Lauder in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 244 increasing their positions, 335 reducing their positions, and 208 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
824
Holders Change
-79
Holders Change %
-8.75%
% of All Funds
10.97%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
142
Increased
244
Reduced
335
Closed
208
Calls
$1.06B
Puts
$1.21B
Net Calls
-$145M
Net Calls Change
+$12.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$670M
2
Capital World Investors
Capital World Investors
California
+$555M
3
American Century Companies
American Century Companies
Missouri
+$248M
4
Invesco
Invesco
Georgia
+$246M
5
IFP
Independent Franchise Partners
United Kingdom
+$184M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$182M
2
Lazard Asset Management
Lazard Asset Management
New York
-$182M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$138M
4
Two Sigma Investments
Two Sigma Investments
New York
-$135M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
1001
Harbor Investment Advisory
Maryland
– -$16.4K -165 Closed
CPA
1002
Capital Performance Advisors
California
– -$15.6K -157 Closed
MS
1003
Mizuho Securities
Japan
– -$14K -140 Closed
WTA
1004
Washington Trust Advisors
Massachusetts
– -$12.8K -128 Closed
VAMG
1005
Voisard Asset Management Group
Michigan
– -$12.2K -122 Closed
HC
1006
Hara Capital
Washington
– -$11K -110 Closed
NFA
1007
Northwest Financial Advisors
Virginia
– -$9.9K -99 Closed
Kayne Anderson Rudnick Investment Management
1008
Kayne Anderson Rudnick Investment Management
California
– -$7.28K -73 Closed
GA
1009
GoalVest Advisory
New York
– -$6.58K -66 Closed
FFA
1010
Fairfield Financial Advisors
Massachusetts
– -$6.28K -63 Closed
ATC
1011
Adirondack Trust Company
New York
– -$5.38K -54 Closed
SIC
1012
SJS Investment Consulting
Ohio
– -$5.28K -53 Closed
MWA
1013
MFA Wealth Advisors
Pennsylvania
– -$5.08K -51 Closed
CPA
1014
Clear Point Advisors
New York
– -$3.8K -38 Closed
LWANC
1015
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$3.79K -38 Closed
NS
1016
NBC Securities
Alabama
– -$3K -35 Closed
GAG
1017
Goodman Advisory Group
Massachusetts
– -$2.49K -25 Closed
MAM
1018
Morse Asset Management
Connecticut
– -$2.49K -25 Closed
BL
1019
BFSG LLC
California
– -$2.19K -22 Closed
GC
1020
Globeflex Capital
California
– -$1.3K -13 Closed
HWP
1021
Highline Wealth Partners
California
– -$1.1K -11 Closed
CA
1022
Claris Advisors
Missouri
– -$897 -9 Closed
RTC
1023
Riverview Trust Company
Washington
– -$598 -6 Closed
FCM
1024
Fourpath Capital Management
Oklahoma
– -$598 -6 Closed
SFCL
1025
Strengthening Families & Communities LLC
Massachusetts
– -$498 -5 Closed
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