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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 %
HGA
1051
Hobbs Group Advisors
South Carolina
– -$4.36K -41 Closed
AT
1052
Avalon Trust
New Mexico
– -$4.26K -40 Closed
W
1053
WealthCollab
Washington
– -$4.04K -38 Closed
GI
1054
Gradient Investments
Minnesota
– -$3.94K -37 Closed
MHR
1055
Matthew Hamilton Rosenberg
– -$3.79K -36 Closed
FW
1056
Fairway Wealth
Ohio
– -$3.83K -36 Closed
SHIM
1057
Stone House Investment Management
Pennsylvania
– -$3.3K -31 Closed
VAG
1058
VisionPoint Advisory Group
Texas
– -$3.19K -30 Closed
CB
1059
Centennial Bank
Arkansas
– -$2.77K -26 Closed
FCG
1060
Financial Connections Group
California
– -$2K -23 Closed
GJWM
1061
Gilliland Jeter Wealth Management
Arkansas
– -$2.34K -22 Closed
VCM
1062
Versant Capital Management
Arizona
– -$2.23K -21 Closed
DWA
1063
Delos Wealth Advisors
Texas
– -$2.13K -20 Closed
CP
1064
Castleview Partners
Texas
– -$2.13K -20 Closed
KFS
1065
Kelly Financial Services
Massachusetts
– -$1.76K -17 Closed
IWA
1066
IBEX Wealth Advisors
New Jersey
– -$1.55K -15 Closed
PCMC
1067
Planning Capital Management Corporation
Pennsylvania
– -$1.49K -14 Closed
WWP
1068
WR Wealth Planners
Missouri
– -$1.38K -13 Closed
YAL
1069
Your Advocates Ltd
Texas
– -$1.28K -12 Closed
GLR
1070
Great Lakes Retirement
Ohio
– -$958 -9 Closed
RWM
1071
Ruedi Wealth Management
Illinois
– -$851 -8 Closed
RFG
1072
RFP Financial Group
Georgia
– -$851 -8 Closed
SIS
1073
Sound Income Strategies
Florida
– -$426 -4 Closed
LIA
1074
Lynx Investment Advisory
District of Columbia
– -$319 -3 Closed
CB
1075
Chris Bulman
California
– -$213 -2 Closed
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