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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
MWM
1176
Mascoma Wealth Management
New Hampshire
$31K +$28.5K +84 +8,400%
SWA
1177
Sutton Wealth Advisors
Florida
$30.7K +$339 +1 +1%
JFA
1178
JNBA Financial Advisors
Minnesota
$30K – – –
HIA
1179
Harbor Investment Advisory
Maryland
$30K +$11.5K +34 +74%
IRC
1180
Investors Research Corp
Georgia
$28K – – –
LWANC
1181
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K – – –
ST
1182
Sageworth Trust
Pennsylvania
$28K – – –
SWM
1183
Sugarloaf Wealth Management
Georgia
$28K – – –
VRS
1184
Virginia Retirement Systems
Virginia
$27.3K – – –
RA
1185
Rise Advisors
New York
$24.6K +$22.4K +66 New
M
1186
MOTCO
Texas
$24K -$2.04K -6 -8%
VCM
1187
Vigilant Capital Management
Maine
$24K +$11.9K +35 +117%
CAM
1188
CenterStar Asset Management
Illinois
$23K – – –
SWM
1189
Selective Wealth Management
Virginia
$23K – – –
PAI
1190
Pittenger & Anderson Inc
Nebraska
$22K – – –
HL
1191
Harding Loevner
New Jersey
$22K +$20.4K +60 New
CMA
1192
Cedar Mountain Advisors
Oregon
$21K – – –
LWA
1193
Lenox Wealth Advisors
New York
$21K +$2.04K +6 +12%
BFC
1194
Bedel Financial Consulting
Indiana
$21K +$2.71K +8 +16%
FMP
1195
Financial Management Professionals
Texas
$20K – – –
JWM
1196
Janiczek Wealth Management
Colorado
$20K – – –
RWA
1197
RGT Wealth Advisors
Texas
$20K +$18.3K +54 New
AP
1198
Arlington Partners
Alabama
$20K +$18.7K +55 New
FFA
1199
Freedman Financial Associates
Massachusetts
$19K – – –
GWMIA
1200
Global Wealth Management Investment Advisory
Florida
$19K – – –
46 47
48
49 50

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.