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Estee Lauder
EL

1,033 hedge funds and large institutions have $29.2B invested in Estee Lauder in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 389 increasing their positions, 406 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 87.02% → 87.04% (+0.02%)

4% less repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 406

9% less call options, than puts

Call options by funds: $677M | Put options by funds: $740M

9% less funds holding

Funds holding: 1,129 → 1,033 (-96)

20% less funds holding in top 10

Funds holding in top 10: 15 → 12 (-3)

26% less capital invested

Capital invested by funds: $39.6B → $29.2B (-$10.5B)

44% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 181

Holders
1,033
Holders Change
-96
Holders Change %
-8.5%
% of All Funds
16.39%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
101
Increased
389
Reduced
406
Closed
181
Calls
$677M
Puts
$740M
Net Calls
-$63.4M
Net Calls Change
-$158M

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$487M
2
IFP
Independent Franchise Partners
United Kingdom
+$430M
3
Lazard Asset Management
Lazard Asset Management
New York
+$252M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$251M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$231M

Top Sellers

Rank Fund Capital Flow
1
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$1.06B
2
FIS
Fundsmith Investment Services
Mauritius
-$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$255M
4
HL
Harding Loevner
New Jersey
-$156M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$148M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1051
Tenere Capital
New York
– -$6.37M -32,423 Closed
AT
1052
AMF Tjänstepension
Sweden
– -$6.25M -31,776 Closed
LIP
1053
Lighthouse Investment Partners
Florida
– -$4.99M -25,400 Closed
AP
1054
Appleton Partners
Massachusetts
– -$4.67M -23,789 Closed
DA
1055
Dash Acquisitions
California
– -$4.64M -23,608 Closed
BCM
1056
Bancreek Capital Management
California
– -$4.41M -22,473 Closed
CCM
1057
Copeland Capital Management
Pennsylvania
– -$4.16M -21,177 Closed
SAM
1058
Strategy Asset Managers
California
– -$3.93M -20,028 Closed
BC
1059
Brookfield Corp
Ontario, Canada
– -$3.73M -19,000 Closed
QT
1060
Quantbot Technologies
New York
– -$3.42M -17,432 Closed
NFAM
1061
North Fourth Asset Management
New Jersey
– -$3.34M -17,000 Closed
GCM
1062
Graham Capital Management
Connecticut
– -$3.09M -15,732 Closed
PMAM
1063
Picton Mahoney Asset Management
Ontario, Canada
– -$2.87M -14,595 Closed
VAS
1064
Vestmark Advisory Solutions
Massachusetts
– -$2.68M -13,658 Closed
ST
1065
Spinnaker Trust
Maine
– -$2.6M -13,264 Closed
HMCP
1066
Hook Mill Capital Partners
New York
– -$2.58M -13,152 Closed
JCM
1067
JS Capital Management
New York
– -$2.57M -13,100 Closed
CG
1068
Cutler Group
California
– -$1.97M -11,824 Closed
AP
1069
Americana Partners
Texas
– -$2.18M -11,100 Closed
WG
1070
Winton Group
United Kingdom
– -$2.14M -10,905 Closed
DC
1071
Davenport & Co
Virginia
– -$2.13M -10,846 Closed
AAF
1072
Andra AP-fonden
Sweden
– -$2.06M -10,500 Closed
IECM
1073
Intrinsic Edge Capital Management
Illinois
– -$1.96M -10,000 Closed
ECM
1074
ExodusPoint Capital Management
New York
– -$1.86M -9,497 Closed
COI
1075
Connable Office Inc
Michigan
– -$1.84M -9,392 Closed
41 42
43
44 45

EL Hedge Fund Activity: Q3 2023 in Review

1,033 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q3 2023, worth a combined $29.2B — down 26% from $39.6B a quarter earlier.

Sellers outnumbered buyers: 181 funds closed out of EL and 101 opened new positions — a net loss of 80 holders — while 406 trimmed existing stakes and 389 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $487M. The largest seller was Fundsmith LLP, exiting entirely with an estimated $1.06B sold.

  • 1,033 institutional investors held Estee Lauder (EL) as of Q3 2023, down from 1,129 in Q2 2023.
  • Funds reported $29.2B of Estee Lauder stock for Q3 2023, down 26% quarter-over-quarter.
  • 101 funds opened new Estee Lauder positions in Q3 2023 and 181 closed out, a net change of -80 holders.
  • The largest Estee Lauder buyer in Q3 2023 was D.E. Shaw & Co, an estimated $487M added.
  • The largest Estee Lauder seller in Q3 2023 was Fundsmith LLP, an estimated $1.06B sold.

Based on aggregated 13F filings for Q3 2023.