Estee Lauder
1,067 hedge funds and large institutions have $54B invested in Estee Lauder in 2020 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 398 increasing their positions, 357 reducing their positions, and 58 closing their positions.
169% more first-time investments, than exits
New positions opened: 156 | Existing positions closed: 58
44% more funds holding in top 10
Funds holding in top 10: 18 → 26 (+8)
23% more capital invested
Capital invested by funds: $44B → $54B (+$9.97B)
11% more repeat investments, than reductions
Existing positions increased: 398 | Existing positions reduced: 357
9% more funds holding
Funds holding: 978 → 1,067 (+89)
0.37% more ownership
Funds ownership: 89.23% → 89.6% (+0.37%)
42% less call options, than puts
Call options by funds: $178M | Put options by funds: $307M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$368M |
| 2 |
JP Morgan Chase
New York
|
+$309M |
| 3 |
A
AustralianSuper
Melbourne,
Australia
|
+$224M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$186M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$352M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$313M |
| 3 |
BlackRock
New York
|
-$216M |
| 4 |
Renaissance Technologies
New York
|
-$142M |
| 5 |
State Street
Boston,
Massachusetts
|
-$113M |
EL Hedge Fund Activity: Q4 2020 in Review
1,067 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q4 2020, worth a combined $54B — up 23% from $44B a quarter earlier.
Buyers outnumbered sellers: 156 funds opened new EL positions and 58 closed out — a net gain of 98 holders — while 398 added to existing stakes and 357 trimmed.
The largest buyer was Jennison Associates, adding an estimated $368M. The largest seller was Capital Research Global Investors, cutting an estimated $352M.
- 1,067 institutional investors held Estee Lauder (EL) as of Q4 2020, up from 978 in Q3 2020.
- Funds reported $54B of Estee Lauder stock for Q4 2020, up 23% quarter-over-quarter.
- 156 funds opened new Estee Lauder positions in Q4 2020 and 58 closed out, a net change of +98 holders.
- The largest Estee Lauder buyer in Q4 2020 was Jennison Associates, an estimated $368M added.
- The largest Estee Lauder seller in Q4 2020 was Capital Research Global Investors, an estimated $352M sold.
Based on aggregated 13F filings for Q4 2020.