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Estee Lauder
EL

1,258 hedge funds and large institutions have $75.5B invested in Estee Lauder in 2021 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 478 increasing their positions, 388 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more call options, than puts

Call options by funds: $2.58B | Put options by funds: $596M

107% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 96

24% more capital invested

Capital invested by funds: $60.9B → $75.5B (+$14.6B)

23% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 388

7% more funds holding

Funds holding: 1,171 → 1,258 (+87)

7% more funds holding in top 10

Funds holding in top 10: 28 → 30 (+2)

1.66% more ownership

Funds ownership: 87.15% → 88.81% (+1.7%)

Holders
1,258
Holders Change
+87
Holders Change %
+7.43%
% of All Funds
19.36%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.46%
New
199
Increased
478
Reduced
388
Closed
96
Calls
$2.58B
Puts
$596M
Net Calls
+$1.99B
Net Calls Change
+$903M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$669M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$287M
3
Brown Advisory
Brown Advisory
Maryland
+$230M
4
DZ Bank
DZ Bank
Germany
+$169M
5
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$113M

Top Sellers

Rank Fund Capital Flow
1
TP
Third Point
New York
-$300M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$127M
3
Goldman Sachs
Goldman Sachs
New York
-$122M
4
Jennison Associates
Jennison Associates
New York
-$111M
5
Wells Fargo
Wells Fargo
California
-$109M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
1251
Longfellow Investment Management
Massachusetts
$2K – – –
WWM
1252
Wolff Wiese Magana
California
$2K – – –
CSWM
1253
Cassady Schiller Wealth Management
Ohio
$2K +$2.04K +6 New
WPWM
1254
Western Pacific Wealth Management
Illinois
$2K +$2.04K +6 New
CWM
1255
Curi Wealth Management
North Carolina
$2K +$2.38K +7 New
BBHC
1256
Brown Brothers Harriman & Co
New York
$1.33K +$112K +329 +10%
PA
1257
PSI Advisors
Florida
$1K – – –
DHGWA
1258
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K +$1.36K +4 New
MGIM
1259
M&G Investment Management
United Kingdom
$230 -$2.77M -8,159 -93%
TP
1260
Third Point
New York
– -$300M -1,000,000 Closed
Point72 Asset Management
1261
Point72 Asset Management
Connecticut
– -$51.2M -170,592 Closed
Balyasny Asset Management
1262
Balyasny Asset Management
Illinois
– -$34.5M -115,112 Closed
Select Equity Group
1263
Select Equity Group
New York
– -$23.1M -76,883 Closed
ACI
1264
AMP Capital Investors
Australia
– -$20.9M -69,528 Closed
FM
1265
Freemont Management
Switzerland
– -$20.8M -69,500 Closed
Qube Research & Technologies (QRT)
1266
Qube Research & Technologies (QRT)
United Kingdom
– -$18.9M -62,856 Closed
TC
1267
TwinBeech Capital
New York
– -$18.1M -60,373 Closed
Voloridge Investment Management
1268
Voloridge Investment Management
Florida
– -$17.8M -59,496 Closed
ECM
1269
ExodusPoint Capital Management
New York
– -$15.7M -52,388 Closed
Renaissance Technologies
1270
Renaissance Technologies
New York
– -$15.6M -52,000 Closed
WP
1271
Woodline Partners
California
– -$10.2M -33,933 Closed
MFS
1272
Mirabella Financial Services
United Kingdom
– -$7.81M -26,030 Closed
CA
1273
CastleArk Alternatives
Illinois
– -$7.23M -24,110 Closed
MSE
1274
MUFG Securities EMEA
United Kingdom
– -$6.24M -20,800 Closed
EP
1275
Edgestream Partners
New Jersey
– -$6.01M -20,032 Closed
49 50
51
52 53

EL Hedge Fund Activity: Q4 2021 in Review

1,258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q4 2021, worth a combined $75.5B — up 24% from $60.9B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new EL positions and 96 closed out — a net gain of 103 holders — while 478 added to existing stakes and 388 trimmed.

The largest buyer was BlackRock, adding an estimated $669M. The largest seller was Third Point, exiting entirely with an estimated $300M sold.

  • 1,258 institutional investors held Estee Lauder (EL) as of Q4 2021, up from 1,171 in Q3 2021.
  • Funds reported $75.5B of Estee Lauder stock for Q4 2021, up 24% quarter-over-quarter.
  • 199 funds opened new Estee Lauder positions in Q4 2021 and 96 closed out, a net change of +103 holders.
  • The largest Estee Lauder buyer in Q4 2021 was BlackRock, an estimated $669M added.
  • The largest Estee Lauder seller in Q4 2021 was Third Point, an estimated $300M sold.

Based on aggregated 13F filings for Q4 2021.