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Estee Lauder
EL

1,258 hedge funds and large institutions have $75.5B invested in Estee Lauder in 2021 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 478 increasing their positions, 388 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more call options, than puts

Call options by funds: $2.58B | Put options by funds: $596M

107% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 96

24% more capital invested

Capital invested by funds: $60.9B → $75.5B (+$14.6B)

23% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 388

7% more funds holding

Funds holding: 1,171 → 1,258 (+87)

7% more funds holding in top 10

Funds holding in top 10: 28 → 30 (+2)

1.66% more ownership

Funds ownership: 87.15% → 88.81% (+1.7%)

Holders
1,258
Holders Change
+87
Holders Change %
+7.43%
% of All Funds
19.36%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.46%
New
199
Increased
478
Reduced
388
Closed
96
Calls
$2.58B
Puts
$596M
Net Calls
+$1.99B
Net Calls Change
+$903M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$669M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$287M
3
Brown Advisory
Brown Advisory
Maryland
+$230M
4
DZ Bank
DZ Bank
Germany
+$169M
5
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$113M

Top Sellers

Rank Fund Capital Flow
1
TP
Third Point
New York
-$300M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$127M
3
Goldman Sachs
Goldman Sachs
New York
-$122M
4
Jennison Associates
Jennison Associates
New York
-$111M
5
Wells Fargo
Wells Fargo
California
-$109M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1101
Sandy Cove Advisors
Massachusetts
$163K +$150K +441 New
FWM
1102
Focused Wealth Management
New York
$157K – – –
CFGS
1103
Concourse Financial Group Securities
Alabama
$153K +$4.07K +12 +3%
DAM
1104
Delta Asset Management
Tennessee
$148K – – –
FMLI
1105
Fukoku Mutual Life Insurance
Japan
$148K – – –
TFM
1106
TFC Financial Management
Massachusetts
$148K – – –
C
1107
Covestor
United Kingdom
$140K +$128K +378 New
CAL
1108
Capital Advisors Ltd
Ohio
$136K +$86.5K +255 +228%
NR
1109
Newfound Research
Massachusetts
$135K +$62.5K +184 +102%
TCOV
1110
Trust Company of Vermont
Vermont
$135K +$124K +365 New
CFA
1111
Carroll Financial Associates
North Carolina
$129K -$31.2K -92 -21%
BHWM
1112
Beaird Harris Wealth Management
Texas
$129K +$118K +348 New
HS
1113
Horan Securities
United States
$125K +$114K +337 New
KFP
1114
KB Financial Partners
New Jersey
$125K +$114K +337 New
NFG
1115
Next Financial Group
Texas
$123K +$5.09K +15 +5%
CFO
1116
CVA Family Office
Colorado
$120K +$110K +323 New
GCGDR
1117
Geo Capital Gestora de Recursos
Brazil
$119K – – –
TC
1118
Trust Company
Kansas
$118K – – –
KPCM
1119
Kings Point Capital Management
New York
$114K – – –
TH
1120
TCTC Holdings
Texas
$111K – – –
Manulife (Manufacturers Life Insurance)
1121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$106K -$16.1M -47,567 -14%
PPWM
1122
PFG Private Wealth Management
Florida
$105K +$96K +283 New
SAM
1123
Sycomore Asset Management
France
$96K +$88.2K +260 New
TLCM
1124
Twin Lakes Capital Management
California
$94K +$339 +1 +0.4%
RIM
1125
Rockbridge Investment Management
New York
$92K – – –
43 44
45
46 47

EL Hedge Fund Activity: Q4 2021 in Review

1,258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q4 2021, worth a combined $75.5B — up 24% from $60.9B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new EL positions and 96 closed out — a net gain of 103 holders — while 478 added to existing stakes and 388 trimmed.

The largest buyer was BlackRock, adding an estimated $669M. The largest seller was Third Point, exiting entirely with an estimated $300M sold.

  • 1,258 institutional investors held Estee Lauder (EL) as of Q4 2021, up from 1,171 in Q3 2021.
  • Funds reported $75.5B of Estee Lauder stock for Q4 2021, up 24% quarter-over-quarter.
  • 199 funds opened new Estee Lauder positions in Q4 2021 and 96 closed out, a net change of +103 holders.
  • The largest Estee Lauder buyer in Q4 2021 was BlackRock, an estimated $669M added.
  • The largest Estee Lauder seller in Q4 2021 was Third Point, an estimated $300M sold.

Based on aggregated 13F filings for Q4 2021.