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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
PTC
1226
Philadelphia Trust Company
Pennsylvania
– -$2.78M -7,507 Closed
WG
1227
Winton Group
United Kingdom
– -$2.59M -6,985 Closed
NIP
1228
Nicholas Investment Partners
California
– -$2.57M -6,943 Closed
SFI
1229
Susquehanna Fundamental Investments
Pennsylvania
– -$2.49M -6,732 Closed
CFG
1230
CMC Financial Group
Georgia
– -$2.11M -5,694 Closed
MCM
1231
Mitchell Capital Management
Kansas
– -$1.64M -4,437 Closed
SSIM
1232
Sheets Smith Investment Management
Texas
– -$1.58M -4,274 Closed
SM
1233
Sciencast Management
New Jersey
– -$1.5M -4,054 Closed
HCM
1234
Helios Capital Management
Singapore
– -$1.48M -4,000 Closed
Two Sigma Investments
1235
Two Sigma Investments
New York
– -$1.46M -3,953 Closed
PDN
1236
Pensionfund DSM Netherlands
Netherlands
– -$1.26M -3,400 Closed
AC
1237
Arjuna Capital
North Carolina
– -$1.24M -3,359 Closed
PIC
1238
PCJ Investment Counsel
Ontario, Canada
– -$926K -2,500 Closed
FFN
1239
Focus Financial Network
Minnesota
– -$836K -2,259 Closed
TPM
1240
Triasima Portfolio Management
Quebec, Canada
– -$801K -2,164 Closed
LA
1241
Latitude Advisors
Florida
– -$777K -2,098 Closed
KJHP
1242
K.J. Harrison & Partners
Ontario, Canada
– -$669K -1,805 Closed
GCP
1243
GSA Capital Partners
United Kingdom
– -$651K -1,759 Closed
AWE
1244
Avidian Wealth Enterprises
Texas
– -$637K -1,721 Closed
HWIS
1245
Hancock Whitney Investment Services
Louisiana
– -$636K -1,719 Closed
SG
1246
Stonnington Group
California
– -$562K -1,650 Closed
EN1L
1247
Engine No 1 LLC
California
– -$588K -1,587 Closed
CWA
1248
Clarus Wealth Advisors
Arizona
– -$479K -1,387 Closed
APA
1249
Astoria Portfolio Advisors
New York
– -$499K -1,347 Closed
CRCM
1250
Corbett Road Capital Management
Virginia
– -$482K -1,302 Closed
48 49
50
51 52

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.