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Estee Lauder
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Overview Fund Activity

1,119 hedge funds and large institutions have $39.5B invested in Estee Lauder in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 444 increasing their positions, 424 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
-105
Holders Change %
-8.58%
% of All Funds
17.65%
Holding in Top 10
13
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-55.17%
% of All Funds
0.21%
New
99
Increased
444
Reduced
424
Closed
193
Calls
$586M
Puts
$492M
Net Calls
+$94.2M
Net Calls Change
-$67.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$482M
2
Edgewood Management
Edgewood Management
Connecticut
+$278M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$228M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$208M
5
HL
Harding Loevner
New Jersey
+$156M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$1.7B
2
DZ Bank
DZ Bank
Germany
-$617M
3
Jennison Associates
Jennison Associates
New York
-$266M
4
Amundi
Amundi
France
-$247M
5
American Century Companies
American Century Companies
Missouri
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOIP
1026
Live Oak Investment Partners
Texas
$16.5K -$20.7K – –
HIIFS
1027
Harel Insurance Investments & Financial Services
Israel
$16K +$16K +82 New
JFA
1028
JNBA Financial Advisors
Minnesota
$15.7K – – –
LWANC
1029
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.9K – – –
SWA
1030
Sutton Wealth Advisors
Florida
$14.7K -$4.12K -21 -22%
TAIM
1031
TD Ameritrade Investment Management
Nebraska
$14K +$6.51K +33 +87%
EWP
1032
Elevation Wealth Partners
California
$13.9K – – –
AT
1033
Avalon Trust
New Mexico
$13.7K – – –
YDMI
1034
Y.D. More Investments
Israel
$13.7K – – –
RA
1035
Rise Advisors
New York
$13.2K – – –
BEI
1036
Benjamin Edwards Inc
Missouri
$13K +$3.1K +16 +31%
BIA
1037
Bell Investment Advisors
California
$12.6K -$4.32K -22 -26%
PCFFS
1038
Pacific Center for Financial Services
California
$12.6K – – –
FCA
1039
FinTrust Capital Advisors
South Carolina
$12.4K – – –
AWM
1040
Abound Wealth Management
Tennessee
$12K +$5.3K +27 +79%
TAM
1041
Tucker Asset Management
Colorado
$11.6K +$785 +4 +7%
IPW
1042
Impact Partnership Wealth
Georgia
$11.2K +$11.2K +57 New
TSWM
1043
Tyler-Stone Wealth Management
Ohio
$11K +$11K +55 New
CMA
1044
Cedar Mountain Advisors
Oregon
$11K – – –
LF
1045
Lee Financial
Texas
$10.6K +$4.71K +24 +80%
ME
1046
McIlrath & Eck
Washington
$9.82K -$393 -2 -4%
GWMIA
1047
Global Wealth Management Investment Advisory
Florida
$9.82K +$9.82K +50 New
NCM
1048
Northwest Capital Management
Oregon
$9.62K +$9.62K +49 New
ANBT
1049
American National Bank & Trust
Texas
$9.03K – – –
FMTCOCP
1050
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K – – –
40 41
42
43 44