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Estee Lauder
EL

1,171 hedge funds and large institutions have $60.9B invested in Estee Lauder in 2021 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 441 increasing their positions, 426 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more call options, than puts

Call options by funds: $1.46B | Put options by funds: $372M

50% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 70

12% more funds holding in top 10

Funds holding in top 10: 25 → 28 (+3)

2% more funds holding

Funds holding: 1,149 → 1,171 (+22)

4% more repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 426

1.82% less ownership

Funds ownership: 88.97% → 87.15% (-1.8%)

7% less capital invested

Capital invested by funds: $65.4B → $60.9B (-$4.55B)

Holders
1,171
Holders Change
+22
Holders Change %
+1.91%
% of All Funds
20.5%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.49%
New
105
Increased
441
Reduced
426
Closed
70
Calls
$1.46B
Puts
$372M
Net Calls
+$1.08B
Net Calls Change
+$352M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$121M
2
Citadel Advisors
Citadel Advisors
Florida
+$109M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$106M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$89.2M
5
Millennium Management
Millennium Management
New York
+$76.3M

Top Sellers

Rank Fund Capital Flow
1
HL
Harding Loevner
New Jersey
-$249M
2
Northern Trust
Northern Trust
Illinois
-$249M
3
N
Nuveen
North Carolina
-$197M
4
JP Morgan Chase
JP Morgan Chase
New York
-$182M
5
KBC Group
KBC Group
Belgium
-$147M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
1226
Harel Insurance Investments & Financial Services
Israel
– -$525K -506 Closed
BFA
1227
Brendel Financial Advisors
New Hampshire
– -$127K -400 Closed
KFP
1228
KB Financial Partners
New Jersey
– -$117K -369 Closed
TCOV
1229
Trust Company of Vermont
Vermont
– -$110K -345 Closed
GAM
1230
GVO Asset Management
Switzerland
– -$103K -324 Closed
CFO
1231
CVA Family Office
Colorado
– -$80K -253 Closed
RDWM
1232
Red Door Wealth Management
Tennessee
– -$47K -150 Closed
APP
1233
Alpha Paradigm Partners
Illinois
– -$38K -119 Closed
EFSCE
1234
Enterprise Financial Services Corp (EFSC)
Missouri
– -$35K -110 Closed
SL
1235
Savior LLC
Massachusetts
– -$15K -47 Closed
FFG
1236
Ford Financial Group
California
– -$9K -30 Closed
SB
1237
Strategic Blueprint
Georgia
– -$4K -14 Closed
SFO
1238
Standard Family Office
South Dakota
– -$3K -10 Closed
PWS
1239
Paragon Wealth Strategies
Florida
– -$3K -9 Closed
AAP
1240
Arax Advisory Partners
Colorado
– -$1K -3 Closed
AIA
1241
Arcadia Investment Advisors
Idaho
– -$954 -3 Closed
MWM
1242
Mascoma Wealth Management
New Hampshire
– +$327 +1 New
46 47 48 49
50

EL Hedge Fund Activity: Q3 2021 in Review

1,171 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q3 2021, worth a combined $60.9B — down 7% from $65.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new EL positions and 70 closed out — a net gain of 35 holders — while 441 added to existing stakes and 426 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $121M. The largest seller was Harding Loevner, exiting entirely with an estimated $249M sold.

  • 1,171 institutional investors held Estee Lauder (EL) as of Q3 2021, up from 1,149 in Q2 2021.
  • Funds reported $60.9B of Estee Lauder stock for Q3 2021, down 7% quarter-over-quarter.
  • 105 funds opened new Estee Lauder positions in Q3 2021 and 70 closed out, a net change of +35 holders.
  • The largest Estee Lauder buyer in Q3 2021 was Morgan Stanley, an estimated $121M added.
  • The largest Estee Lauder seller in Q3 2021 was Harding Loevner, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2021.