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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 %
DILIC
1026
Dai-ichi Life Insurance Company
Japan
– -$205K -1,931 Closed
VAS
1027
Vestmark Advisory Solutions
Massachusetts
– -$205K -1,924 Closed
MC
1028
Mirabaud & Cie
Switzerland
– -$201K -1,888 Closed
JWM
1029
Jupiter Wealth Management
Colorado
– -$149K -1,500 Closed
SSG
1030
Summit Securities Group
New York
– -$160K -1,500 Closed
ACA
1031
Atlas Capital Advisors
Wyoming
– -$154K -1,443 Closed
CAL
1032
Capital Advisors Ltd
Ohio
– -$109K -1,026 Closed
WIA
1033
Wetzel Investment Advisors
Indiana
– -$134K -870 Closed
CWC
1034
Carolinas Wealth Consulting
North Carolina
– -$87.4K -822 Closed
IBOK
1035
Independence Bank of Kentucky
Kentucky
– -$80.9K -760 Closed
OWA
1036
Opal Wealth Advisors
New York
– -$69.9K -657 Closed
SWC
1037
Spectrum Wealth Counsel
Indiana
– -$46.6K -438 Closed
AGWCA
1038
Annis Gardner Whiting Capital Advisors
Florida
– -$46.1K -433 Closed
BIC
1039
Beach Investment Counsel
Pennsylvania
– -$43K -400 Closed
CBT
1040
Central Bank & Trust
Kentucky
– -$41.3K -388 Closed
SWS
1041
SYSTM Wealth Solutions
Illinois
– -$28.1K -264 Closed
AP
1042
Atwood & Palmer
Missouri
– -$23K -216 Closed
CVA
1043
Central Valley Advisors
California
– -$216K -185 Closed
ATPW
1044
Ashton Thomas Private Wealth
Arizona
– -$16.2K -152 Closed
TFF
1045
The Family Firm
Maryland
– -$12.5K -117 Closed
SC
1046
Steph & Co
Wisconsin
– -$8.09K -76 Closed
CMA
1047
Cedar Mountain Advisors
Oregon
– -$6.81K -64 Closed
USB
1048
Union Savings Bank
Connecticut
– -$6.17K -58 Closed
AFWM
1049
Abich Financial Wealth Management
Virginia
– -$6.07K -57 Closed
TSWM
1050
Tyler-Stone Wealth Management
Ohio
– -$5.32K -50 Closed
40 41
42
43 44