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Estee Lauder
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Overview Fund Activity

1,024 hedge funds and large institutions have $29.1B invested in Estee Lauder in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 385 increasing their positions, 401 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,024
Holders Change
-95
Holders Change %
-8.49%
% of All Funds
16.33%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
101
Increased
385
Reduced
401
Closed
180
Calls
$677M
Puts
$740M
Net Calls
-$63.4M
Net Calls Change
-$158M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$442M
2
IFP
Independent Franchise Partners
United Kingdom
$373M
3
Lazard Asset Management
Lazard Asset Management
New York
$538M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$218M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$768M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
$0
2
FIS
Fundsmith Investment Services
Mauritius
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$360M
4
HL
Harding Loevner
New Jersey
$0
5
Capital World Investors
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
1101
Mount Yale Investment Advisors
Colorado
– -$505K -2,573 Closed
VIA
1102
Vident Investment Advisory
Georgia
– -$485K -2,480 Closed
HSA
1103
HBK Sorce Advisory
Pennsylvania
– -$449K -2,287 Closed
BHCM
1104
Boulder Hill Capital Management
New York
– -$432K -2,200 Closed
SCM
1105
Stonebridge Capital Management
California
– -$424K -2,160 Closed
CAM
1106
CenterStar Asset Management
Illinois
– -$414K -2,105 Closed
SW
1107
SteelPeak Wealth
California
– -$400K -2,035 Closed
CI
1108
CX Institutional
Indiana
– -$396K -2,017 Closed
CAM
1109
Cypress Asset Management
Texas
– -$383K -1,950 Closed
RDWM
1110
Red Door Wealth Management
Tennessee
– -$379K -1,928 Closed
CIA
1111
Capital Investment Advisors
Georgia
– -$353K -1,799 Closed
HT
1112
Headlands Technologies
Illinois
– -$353K -1,796 Closed
BS
1113
Bessemer Securities
New York
– -$352K -1,792 Closed
DSC
1114
Duncker Streett & Co
Missouri
– -$333K -1,697 Closed
HTHT
1115
Hemenway Trust Hemenway Trust
New Hampshire
– -$330K -1,680 Closed
KLCM
1116
KG&L Capital Management
Louisiana
– -$318K -1,618 Closed
PWM
1117
Perigon Wealth Management
California
– -$311K -1,584 Closed
AS
1118
Altshuler Shaham
Israel
– -$310K -1,577 Closed
ABC
1119
Associated Banc-Corp
Wisconsin
– -$305K -1,551 Closed
ESB
1120
Essex Savings Bank
Connecticut
– -$290K -1,479 Closed
FHA
1121
Flagship Harbor Advisors
Massachusetts
– -$290K -1,476 Closed
IFU
1122
iSAM Funds (UK)
United Kingdom
– -$290K -1,475 Closed
FPCP
1123
Fort Point Capital Partners
California
– -$278K -1,415 Closed
SC
1124
Savant Capital
Illinois
– -$270K -1,374 Closed
DIA
1125
Dana Investment Advisors
Wisconsin
– -$266K -1,357 Closed
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