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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 %
HBW
1101
Hazlett, Burt & Watson
West Virginia
$2K +$2K +11 New
AIC
1102
Archer Investment Corporation
Indiana
$1.96K -$6.87K -35 -78%
AWM
1103
Avior Wealth Management
Nebraska
$1.96K – – –
SIC
1104
SJS Investment Consulting
Ohio
$1.77K -$393 -2 -18%
NSIM
1105
North Star Investment Management
Illinois
$1.57K -$20K -102 -93%
LIM
1106
Longfellow Investment Management
Massachusetts
$1.38K – – –
BAAM
1107
Baker Avenue Asset Management
California
$1.18K -$8.44K -43 -88%
LFG
1108
Larson Financial Group
Missouri
$1.18K – – –
BWM
1109
BerganKDV Wealth Management
Minnesota
$982 -$2.95K -15 -75%
MHR
1110
Matthew Hamilton Rosenberg
$786 – – –
VCM
1111
Versant Capital Management
Arizona
$786 +$786 +4 New
AFS
1112
Annapolis Financial Services
Maryland
$590 +$590 +3 New
2L
1113
25 LLC
Missouri
$580 +$193 +1 +50%
BWM
1114
Baystate Wealth Management
Massachusetts
$198 – – –
DWA
1115
Delos Wealth Advisors
Texas
$197 – – –
CTWM
1116
Cherry Tree Wealth Management
Minnesota
$197 +$197 +1 New
GCS
1117
Gordian Capital (Singapore)
Singapore
$196 – – –
SWM
1118
Sugarloaf Wealth Management
Georgia
$196 – – –
Comerica Bank
1119
Comerica Bank
Texas
$59 +$59 +232,717 New
FGAM
1120
Financial Gravity Asset Management
Texas
$51 +$51 +196 New
SVCP
1121
Silicon Valley Capital Partners
California
$14 – – –
Jennison Associates
1122
Jennison Associates
New York
– -$266M -1,077,401 Closed
PI
1123
Putnam Investments
Massachusetts
– -$113M -459,883 Closed
Holocene Advisors
1124
Holocene Advisors
New York
– -$81M -328,555 Closed
SAM
1125
Scopus Asset Management
New York
– -$80.1M -325,000 Closed
43 44
45
46 47