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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
AGAM
1276
Avalon Global Asset Management
California
– -$6M -20,000 Closed
Twin Tree Management
1277
Twin Tree Management
Texas
– -$6.6M -19,440 Closed
QT
1278
Quantbot Technologies
New York
– -$5.77M -19,251 Closed
Capital Fund Management (CFM)
1279
Capital Fund Management (CFM)
France
– -$5.77M -17,003 Closed
Capstone Investment Advisors
1280
Capstone Investment Advisors
New York
– -$5.72M -16,848 -100%
DA
1281
Duality Advisers
Florida
– -$4.11M -13,686 Closed
OMC
1282
Old Mission Capital
Illinois
– -$3.53M -11,763 Closed
QC
1283
Quadrature Capital
United Kingdom
– -$3.53M -11,763 Closed
PP
1284
Prudential plc
United Kingdom
– -$3.51M -11,697 Closed
ECM
1285
Everence Capital Management
Indiana
– -$2.61M -8,699 Closed
VF
1286
Virtu Financial
New York
– -$2.34M -7,814 Closed
PS
1287
Pensionfund Sabic
Netherlands
– -$2.34M -7,800 Closed
DTL
1288
Dynamic Technology Lab
Singapore
– -$2.07M -6,899 Closed
FC
1289
FORA Capital
Florida
– -$2.05M -6,828 Closed
Parallax Volatility Advisers
1290
Parallax Volatility Advisers
California
– -$1.99M -5,852 Closed
DF
1291
Donoghue Forlines
Massachusetts
– -$1.66M -5,543 Closed
CM
1292
Capula Management
Cayman Islands
– -$1.64M -5,472 Closed
QT
1293
Quantamental Technologies
New York
– -$1.64M -5,472 Closed
OQS
1294
Occudo Quantitative Strategies
Florida
– -$1.55M -5,154 Closed
GLAM
1295
Gardner Lewis Asset Management
Pennsylvania
– -$1.49M -4,950 Closed
XT
1296
XTX Topco
Cayman Islands
– -$1.37M -4,561 Closed
QP
1297
Quilter Plc
United Kingdom
– -$1.34M -4,466 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1298
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$1.25M -4,173 Closed
KPW
1299
Kore Private Wealth
New York
– -$1.13M -3,777 Closed
IUHSA
1300
Itau Unibanco Holding S.A.
Brazil
– -$1.11M -3,690 Closed
50 51
52
53 54

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.