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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 %
SF
1051
Safeguard Financial
Wisconsin
$9K +$9K +48 New
VAG
1052
VisionPoint Advisory Group
Texas
$8.86K +$8.86K +45 New
FNBOSM
1053
First National Bank of South Miami
Florida
$8.64K – – –
TCA
1054
Trifecta Capital Advisors
Illinois
$8.64K – – –
KTC
1055
Kistler-Tiffany Companies
Pennsylvania
$7.86K – – –
ICM
1056
Intrepid Capital Management
Florida
$7.86K +$7.86K +40 New
JWM
1057
Janiczek Wealth Management
Colorado
$7.73K -$1.78K -9 -19%
SCA
1058
Stonebridge Capital Advisors
Minnesota
$7.66K +$1.18K +6 +18%
GI
1059
Gradient Investments
Minnesota
$7.46K +$6.09K +31 +443%
FMP
1060
Financial Management Professionals
Texas
$7K -$1.51K -8 -18%
JWA
1061
JFS Wealth Advisors
Pennsylvania
$6.87K -$786 -4 -10%
WP
1062
WealthPLAN Partners
Nebraska
$6.87K -$17.5K -89 -72%
AAP
1063
Arax Advisory Partners
Colorado
$6.68K -$1.38K -7 -17%
HH
1064
HWG Holdings
Texas
$6.68K +$6.68K +34 New
VCM
1065
Vigilant Capital Management
Maine
$6K – – –
EBA
1066
Eagle Bay Advisors
New York
$5.7K +$393 +2 +7%
JMF
1067
Johnson Midwest Financial
Iowa
$5.5K – – –
GFL
1068
Granite FO LLC
New Hampshire
$5.3K – – –
CB
1069
Centennial Bank
Arkansas
$5.11K – – –
TWM
1070
Tradition Wealth Management
Minnesota
$5K -$1.96K -9 -28%
RFG
1071
RFP Financial Group
Georgia
$4.91K – – –
FP
1072
Financial Perspectives
Minnesota
$4.75K – – –
WWM
1073
Wolff Wiese Magana
California
$4.52K +$982 +5 +28%
PCTC
1074
Perkins Coie Trust Company
Washington
$4.52K – – –
KFS
1075
Kelly Financial Services
Massachusetts
$4.28K – – –
41 42
43
44 45