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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
JF
1301
Jump Financial
Illinois
– -$1.06M -3,538 Closed
OTPPB
1302
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$916K -3,054 Closed
NIM
1303
NuWave Investment Management
New Jersey
– -$843K -2,812 Closed
IAA
1304
Independent Advisor Alliance
North Carolina
– -$812K -2,707 Closed
Polen Capital Management
1305
Polen Capital Management
Florida
– -$812K -2,707 Closed
TI
1306
Trexquant Investment
Connecticut
– -$583K -1,945 Closed
HIM
1307
Hillsdale Investment Management
Ontario, Canada
– -$582K -1,940 Closed
PAMP
1308
Polar Asset Management Partners
Ontario, Canada
– -$523K -1,745 Closed
BFM
1309
Boothbay Fund Management
New York
– -$481K -1,604 Closed
AIA
1310
Arrow Investment Advisors
Maryland
– -$474K -1,580 Closed
YIH
1311
Y-Intercept (HK)
Hong Kong
– -$456K -1,522 Closed
SSA
1312
Schonfeld Strategic Advisors
New York
– -$437K -1,457 Closed
E
1313
Ergoteles
New York
– -$406K -1,355 Closed
Credit Agricole
1314
Credit Agricole
France
– -$379K -1,262 Closed
ER
1315
Enlightenment Research
Florida
– -$360K -1,200 Closed
XS
1316
XR Securities
Illinois
– -$360K -1,200 Closed
PRC
1317
Pearl River Capital
Michigan
– -$344K -1,148 Closed
KCMH
1318
Keywise Capital Management (HK)
Hong Kong
– -$330K -1,100 Closed
DIM
1319
DC Investments Management
Virginia
– -$329K -1,096 Closed
MS
1320
Maven Securities
Jersey
– -$324K -1,080 Closed
LBC
1321
Lowe Brockenbrough & Co
Virginia
– -$320K -1,066 Closed
SSWG
1322
Seven Springs Wealth Group
Tennessee
– -$271K -905 Closed
TSS
1323
Two Sigma Securities
New York
– -$271K -902 Closed
CANY
1324
Caxton Associates (New York)
New York
– -$256K -852 Closed
GF
1325
Gries Financial
Ohio
– -$251K -837 Closed
51 52
53
54 55

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.