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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 %
WPWM
1176
Western Pacific Wealth Management
Illinois
– -$77.6K -395 Closed
CFO
1177
CVA Family Office
Colorado
– -$71.9K -366 Closed
IGWM
1178
ICA Group Wealth Management
Colorado
– -$66.9K -341 Closed
HS
1179
Horan Securities
United States
– -$66.2K -337 Closed
WTG
1180
West Tower Group
Virginia
– -$64.6K -329 Closed
PO
1181
Private Ocean
California
– -$62.6K -319 Closed
SSG
1182
Summit Securities Group
New York
– -$59K -302 Closed
QP
1183
Quilter Plc
United Kingdom
– -$235K -237 Closed
GWM
1184
Geneos Wealth Management
Colorado
– -$42K -214 Closed
IAIM
1185
Industrial Alliance Investment Management
Quebec, Canada
– -$41K -211 Closed
FGAM
1186
Financial Gravity Asset Management
Texas
– -$51 -196 Closed
CH
1187
Canton Hathaway
Rhode Island
– -$23K -116 Closed
CA
1188
Crewe Advisors
Utah
– -$21K -107 Closed
HIIFS
1189
Harel Insurance Investments & Financial Services
Israel
– -$16K -82 Closed
TAIM
1190
TD Ameritrade Investment Management
Nebraska
– -$14K -71 Closed
YDMI
1191
Y.D. More Investments
Israel
– -$13.7K -70 Closed
BEI
1192
Benjamin Edwards Inc
Missouri
– -$13K -67 Closed
SF
1193
Safeguard Financial
Wisconsin
– -$9K -48 Closed
FMTCOCP
1194
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$9K -45 Closed
WP
1195
WealthPLAN Partners
Nebraska
– -$6.87K -35 Closed
HH
1196
HWG Holdings
Texas
– -$6.68K -34 Closed
FBC
1197
Fairfield, Bush & Co
Connecticut
– -$3.93K -20 Closed
FA
1198
Fiduciary Alliance
South Carolina
– -$3.73K -19 Closed
HWM
1199
HighMark Wealth Management
Minnesota
– -$3.73K -19 Closed
SN
1200
Sittner & Nelson
Oregon
– -$3.54K -18 Closed
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