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Estee Lauder
EL

1,182 hedge funds and large institutions have $50.7B invested in Estee Lauder in 2022 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 452 increasing their positions, 403 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 85

29% more funds holding in top 10

Funds holding in top 10: 24 → 31 (+7)

16% more capital invested

Capital invested by funds: $43.8B → $50.7B (+$6.84B)

12% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 403

5% more funds holding

Funds holding: 1,124 → 1,182 (+58)

7% more call options, than puts

Call options by funds: $586M | Put options by funds: $548M

0.42% more ownership

Funds ownership: 87.87% → 88.29% (+0.42%)

Holders
1,182
Holders Change
+58
Holders Change %
+5.16%
% of All Funds
19%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.5%
New
168
Increased
452
Reduced
403
Closed
85
Calls
$586M
Puts
$548M
Net Calls
+$38.7M
Net Calls Change
-$1.71B

Top Buyers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
+$443M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$295M
3
Morgan Stanley
Morgan Stanley
New York
+$261M
4
Norges Bank
Norges Bank
Norway
+$234M
5
Lazard Asset Management
Lazard Asset Management
New York
+$193M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$568M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$325M
3
Jennison Associates
Jennison Associates
New York
-$315M
4
Edgewood Management
Edgewood Management
Connecticut
-$175M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$140M
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
1201
Virtu Financial
New York
– -$1.84M -8,502 Closed
FC
1202
FORA Capital
Florida
– -$1.78M -8,267 Closed
Walleye Capital
1203
Walleye Capital
New York
– -$1.76M -7,895 Closed
MADR
1204
Milestones Administradora de Recursos
Brazil
– -$1.67M -7,750 Closed
DA
1205
Duality Advisers
Florida
– -$1.5M -6,925 Closed
ESCM
1206
Echo Street Capital Management
New York
– -$1.44M -6,685 Closed
QIM
1207
Quantitative Investment Management
Virginia
– -$1.38M -6,393 Closed
AAMU
1208
AEGON Asset Management (UK)
United Kingdom
– -$1.34M -6,200 Closed
VRS
1209
Virginia Retirement Systems
Virginia
– -$1.32M -6,100 Closed
TIM
1210
Thornburg Investment Management
New Mexico
– -$1.14M -5,300 Closed
BWM
1211
BNC Wealth Management
Oregon
– -$1.12M -5,177 Closed
SCM
1212
Stevens Capital Management
Pennsylvania
– -$1.02M -4,720 Closed
LOAME
1213
Lombard Odier Asset Management (Europe)
United Kingdom
– -$989K -4,579 Closed
CIBC Private Wealth Group
1214
CIBC Private Wealth Group
Georgia
– -$892K -4,131 Closed
QT
1215
Quantamental Technologies
New York
– -$853K -3,950 Closed
PRC
1216
Pearl River Capital
Michigan
– -$763K -3,535 Closed
CANY
1217
Caxton Associates (New York)
New York
– -$727K -3,366 Closed
OPPTF
1218
OPSEU Pension Plan Trust Fund
Ontario, Canada
– -$724K -3,347 Closed
HF
1219
HRT Financial
New York
– -$719K -3,332 Closed
MFGM
1220
Marshall Financial Group (Maryland)
Maryland
– -$707K -3,276 Closed
CM
1221
Capula Management
Cayman Islands
– -$693K -3,210 Closed
MAM
1222
Meeder Asset Management
Ohio
– -$693K -3,208 Closed
KCM
1223
Kornitzer Capital Management
Kansas
– -$667K -3,090 Closed
AFA
1224
Abacus FCF Advisors
Florida
– -$653K -3,027 Closed
BFM
1225
Boothbay Fund Management
New York
– -$583K -2,700 Closed
47 48
49
50 51

EL Hedge Fund Activity: Q4 2022 in Review

1,182 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q4 2022, worth a combined $50.7B — up 16% from $43.8B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new EL positions and 85 closed out — a net gain of 83 holders — while 452 added to existing stakes and 403 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $443M. The largest seller was Fidelity Investments, cutting an estimated $568M.

  • 1,182 institutional investors held Estee Lauder (EL) as of Q4 2022, up from 1,124 in Q3 2022.
  • Funds reported $50.7B of Estee Lauder stock for Q4 2022, up 16% quarter-over-quarter.
  • 168 funds opened new Estee Lauder positions in Q4 2022 and 85 closed out, a net change of +83 holders.
  • The largest Estee Lauder buyer in Q4 2022 was ClearBridge Investments, an estimated $443M added.
  • The largest Estee Lauder seller in Q4 2022 was Fidelity Investments, an estimated $568M sold.

Based on aggregated 13F filings for Q4 2022.