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Estee Lauder
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Overview Fund Activity

1,119 hedge funds and large institutions have $39.5B invested in Estee Lauder in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 444 increasing their positions, 424 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
-105
Holders Change %
-8.58%
% of All Funds
17.65%
Holding in Top 10
13
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-55.17%
% of All Funds
0.21%
New
99
Increased
444
Reduced
424
Closed
193
Calls
$586M
Puts
$492M
Net Calls
+$94.2M
Net Calls Change
-$67.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$900M
2
Edgewood Management
Edgewood Management
Connecticut
$1.47B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$579M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$415M
5
HL
Harding Loevner
New Jersey
$156M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$6.84M
2
DZ Bank
DZ Bank
Germany
$46.5M
3
Jennison Associates
Jennison Associates
New York
$0
4
Amundi
Amundi
France
$232M
5
American Century Companies
American Century Companies
Missouri
$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
1251
Kingsview Wealth Management
Oregon
– -$223K -907 Closed
LFA
1252
Landmark Financial Advisors
Kentucky
– -$223K -904 Closed
CWS
1253
Confluence Wealth Services
Pennsylvania
– -$223K -904 Closed
DFG
1254
Delta Financial Group
New Jersey
– -$222K -900 Closed
FC
1255
Financial Council
Maryland
– -$222K -899 Closed
MG
1256
Mather Group
Illinois
– -$221K -897 Closed
WI
1257
WrapManager Inc
California
– -$215K -873 Closed
VWM
1258
Valley Wealth Managers
New Jersey
– -$215K -872 Closed
ZIM
1259
Zacks Investment Management
Illinois
– -$214K -869 Closed
SPC
1260
Stewart & Patten Company
California
– -$212K -861 Closed
ECM
1261
Evergreen Capital Management
Washington
– -$212K -861 Closed
CCM
1262
Carlson Capital Management
Minnesota
– -$210K -854 Closed
VCP
1263
Verus Capital Partners
Arizona
– -$209K -850 Closed
WFI
1264
West Family Investments
California
– -$207K -840 Closed
LJAC
1265
L.J. Altfest & Co
New York
– -$207K -838 Closed
BSSFA
1266
Baron Silver Stevens Financial Advisors
Florida
– -$206K -836 Closed
LT
1267
Legacy Trust
Michigan
– -$206K -834 Closed
EWM
1268
Evercore Wealth Management
New York
– -$202K -821 Closed
LWM
1269
Laidlaw Wealth Management
New York
– -$202K -819 Closed
SIMG
1270
Sonora Investment Management Group
Arizona
– -$202K -818 Closed
MGIA
1271
Moneta Group Investment Advisors
Missouri
– -$201K -817 Closed
MCM
1272
Mainstay Capital Management
Michigan
– -$201K -815 Closed
EFS
1273
Essex Financial Services
Connecticut
– -$201K -815 Closed
FC
1274
Forte Capital
New York
– -$201K -815 Closed
SPC
1275
Sigma Planning Corp
Michigan
– -$200K -811 Closed
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