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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 %
GIA
1151
Gladstone Institutional Advisory
Florida
– -$226K -1,153 Closed
FMLI
1152
Fukoku Mutual Life Insurance
Japan
– -$226K -1,150 Closed
MCWS
1153
McKinley Carter Wealth Services
West Virginia
– -$224K -1,139 Closed
PP
1154
Patron Partners
Texas
– -$223K -1,138 Closed
RPC
1155
Rossmore Private Capital
Connecticut
– -$221K -1,127 Closed
GAM
1156
Griffin Asset Management
New York
– -$217K -1,107 Closed
SB
1157
Strategic Blueprint
Georgia
– -$217K -1,105 Closed
FMTC
1158
Farmers & Merchants Trust Company
California
– -$212K -1,080 Closed
PGIM
1159
Pacific Global Investment Management
California
– -$212K -1,078 Closed
HCP
1160
Holt Capital Partners
Texas
– -$212K -1,077 Closed
PAM
1161
Peak Asset Management
Colorado
– -$211K -1,075 Closed
MSA
1162
Marino Stram & Associates
Massachusetts
– -$211K -1,075 Closed
WMA
1163
Wealth Management Associates
New Jersey
– -$211K -1,072 Closed
SWA
1164
Stratos Wealth Advisors
Ohio
– -$209K -1,064 Closed
HCM
1165
Howland Capital Management
Massachusetts
– -$209K -1,064 Closed
FFM
1166
Forum Financial Management
Illinois
– -$208K -1,059 Closed
WHCI
1167
W.H. Cornerstone Investments
Massachusetts
– -$207K -1,056 Closed
FIM
1168
Freedom Investment Management
Connecticut
– -$206K -1,048 Closed
SWS
1169
SYSTM Wealth Solutions
Illinois
– -$204K -1,036 Closed
FWCM
1170
Ferguson Wellman Capital Management
Oregon
– -$201K -1,025 Closed
AC
1171
Abbrea Capital
California
– -$201K -1,025 Closed
JAM
1172
JCIC Asset Management
Ontario, Canada
– -$173K -883 Closed
RG
1173
Richelieu Gestion
France
– -$167K -850 Closed
PI
1174
PineBridge Investments
New York
– -$140K -714 Closed
MIM
1175
Meridiem Investment Management
United Kingdom
– -$95.2K -485 Closed
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