We are live on ! Find out more
EL icon

Estee Lauder
EL

1,205 hedge funds and large institutions have $54.8B invested in Estee Lauder in 2022 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 488 increasing their positions, 436 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $355M

12% more repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 436

1.63% less ownership

Funds ownership: 88.81% → 87.18% (-1.6%)

4% less funds holding

Funds holding: 1,258 → 1,205 (-53)

26% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 146

27% less capital invested

Capital invested by funds: $75.5B → $54.8B (-$20.7B)

33% less funds holding in top 10

Funds holding in top 10: 30 → 20 (-10)

Holders
1,205
Holders Change
-53
Holders Change %
-4.21%
% of All Funds
19.01%
Holding in Top 10
20
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-33.33%
% of All Funds
0.32%
New
108
Increased
488
Reduced
436
Closed
146
Calls
$1.56B
Puts
$355M
Net Calls
+$1.21B
Net Calls Change
-$777M

Top Buyers

1
FIS
Fundsmith Investment Services
Mauritius
+$440M
2
Marshall Wace
Marshall Wace
United Kingdom
+$198M
3
Morgan Stanley
Morgan Stanley
New York
+$197M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$158M
5
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$138M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$412M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$365M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$312M
4
Brown Advisory
Brown Advisory
Maryland
-$181M
5
JP Morgan Chase
JP Morgan Chase
New York
-$144M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1176
HHM Wealth Advisors
Tennessee
$5K – – –
PCFFS
1177
Pacific Center for Financial Services
California
$5K – – –
GC
1178
Globeflex Capital
California
$4K – – –
SCA
1179
Stonebridge Capital Advisors
Minnesota
$4K – – –
MGIM
1180
M&G Investment Management
United Kingdom
$3.3K +$3.46M +11,512 +1,851%
TWM
1181
Tradition Wealth Management
Minnesota
$3K -$215K -715 -99%
CCM
1182
Cribstone Capital Management
Maine
$3K – – –
POIA
1183
Pin Oak Investment Advisors
Texas
$3K – – –
S
1184
Surevest
California
$3K – – –
YAL
1185
Your Advocates Ltd
Texas
$3K – – –
AIC
1186
Archer Investment Corporation
Indiana
$2.62K – – –
SC
1187
Schubert & Co
Texas
$2K -$1.2K -4 -31%
AWM
1188
Avior Wealth Management
Nebraska
$2K – – –
CWM
1189
Cedar Wealth Management
California
$2K – – –
LIM
1190
Longfellow Investment Management
Massachusetts
$2K – – –
CYG
1191
Clean Yield Group
Vermont
$2K +$1.8K +6 New
LF
1192
Lee Financial
Texas
$2K +$1.8K +6 New
SIC
1193
SJS Investment Consulting
Ohio
$2K +$2.11K +7 New
PI
1194
PEAK6 Investments
Illinois
$1K -$25.1M -83,300 -100%
TSWM
1195
Tyler-Stone Wealth Management
Ohio
$1K -$903 -3 -38%
CWM
1196
Curi Wealth Management
North Carolina
$1K -$301 -1 -14%
DHGWA
1197
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K – – –
PA
1198
PSI Advisors
Florida
$1K – – –
WPWM
1199
Western Pacific Wealth Management
Illinois
$1K – – –
MAM
1200
Marquette Asset Management
Minnesota
$1K +$602 +2 New
46 47
48
49 50

EL Hedge Fund Activity: Q1 2022 in Review

1,205 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q1 2022, worth a combined $54.8B — down 27% from $75.5B a quarter earlier.

Sellers outnumbered buyers: 146 funds closed out of EL and 108 opened new positions — a net loss of 38 holders — while 436 trimmed existing stakes and 488 added.

The largest buyer was Fundsmith Investment Services, adding an estimated $440M. The largest seller was Fundsmith LLP, cutting an estimated $412M.

  • 1,205 institutional investors held Estee Lauder (EL) as of Q1 2022, down from 1,258 in Q4 2021.
  • Funds reported $54.8B of Estee Lauder stock for Q1 2022, down 27% quarter-over-quarter.
  • 108 funds opened new Estee Lauder positions in Q1 2022 and 146 closed out, a net change of -38 holders.
  • The largest Estee Lauder buyer in Q1 2022 was Fundsmith Investment Services, an estimated $440M added.
  • The largest Estee Lauder seller in Q1 2022 was Fundsmith LLP, an estimated $412M sold.

Based on aggregated 13F filings for Q1 2022.