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Estee Lauder
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Overview Fund Activity

1,198 hedge funds and large institutions have $54.7B invested in Estee Lauder in 2022 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 486 increasing their positions, 431 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
-53
Holders Change %
-4.24%
% of All Funds
18.96%
Holding in Top 10
19
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-34.48%
% of All Funds
0.3%
New
108
Increased
486
Reduced
431
Closed
146
Calls
$1.56B
Puts
$355M
Net Calls
+$1.21B
Net Calls Change
-$777M

Top Buyers

1
FIS
Fundsmith Investment Services
Mauritius
$401M
2
Marshall Wace
Marshall Wace
United Kingdom
$216M
3
Morgan Stanley
Morgan Stanley
New York
$1.39B
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
$842M
5
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$454M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
$1.58B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.77B
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$44.2M
4
Brown Advisory
Brown Advisory
Maryland
$718M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.23B
Name Holding Trade Value Shares
Change 		Shares
Change %
EGWAG
1301
Elwood & Goetz Wealth Advisory Group
Georgia
– -$222K -600 Closed
IHL
1302
Investment House LLC
California
– -$222K -600 Closed
MIM
1303
MTM Investment Management
South Carolina
– -$222K -600 Closed
BF
1304
Brooklyn FI
New York
– -$221K -596 Closed
EA
1305
Echo45 Advisors
California
– -$220K -595 Closed
CPO
1306
Cerity Partners OCIO
New York
– -$217K -586 Closed
NICM
1307
Neo Ivy Capital Management
New York
– -$217K -585 Closed
BJL
1308
Brighton Jones LLC
Washington
– -$216K -584 Closed
IFWM
1309
Institute for Wealth Management
Colorado
– -$215K -581 Closed
KIA
1310
KCM Investment Advisors
California
– -$215K -581 Closed
LCC
1311
Lincoln Capital Corp
Rhode Island
– -$215K -581 Closed
WWM
1312
Windsor Wealth Management
Indiana
– -$215K -579 Closed
IWA
1313
IBEX Wealth Advisors
New Jersey
– -$212K -574 Closed
FC
1314
Financial Council
Maryland
– -$212K -573 Closed
CG
1315
Corundum Group
Colorado
– -$210K -567 Closed
MGIA
1316
Moneta Group Investment Advisors
Missouri
– -$208K -562 Closed
HPWM
1317
Highland Private Wealth Management
Washington
– -$208K -562 Closed
KWM
1318
Kolinsky Wealth Management
New Jersey
– -$208K -561 Closed
JGUA
1319
John G. Ullman & Associates
New York
– -$207K -558 Closed
NAS
1320
Nicolet Advisory Services
Wisconsin
– -$202K -545 Closed
RGF
1321
Retirement Guys Formula
Ohio
– -$201K -542 Closed
FWM
1322
Focused Wealth Management
New York
– -$157K -425 Closed
DAM
1323
Delta Asset Management
Tennessee
– -$148K -400 Closed
TCOV
1324
Trust Company of Vermont
Vermont
– -$135K -365 Closed
TH
1325
TCTC Holdings
Texas
– -$111K -300 Closed
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