Estee Lauder
1,174 hedge funds and large institutions have $60.9B invested in Estee Lauder in 2021 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 442 increasing their positions, 424 reducing their positions, and 71 closing their positions.
49% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 71
12% more funds holding in top 10
Funds holding in top 10: 25 → 28 (+3)
2% more funds holding
Funds holding: 1,152 → 1,174 (+22)
4% more repeat investments, than reductions
Existing positions increased: 442 | Existing positions reduced: 424
1.63% less ownership
Funds ownership: 88.78% → 87.15% (-1.6%)
21% less capital inflows, than outflows
Capital inflows: $2.41B | Capital outflows: $3.05B
31% less call options, than puts
Call options by funds: $257M | Put options by funds: $372M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$121M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$109M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$106M |
| 4 |
D.E. Shaw & Co
New York
|
+$89.2M |
| 5 |
Millennium Management
New York
|
+$76.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harding Loevner
Bridgewater,
New Jersey
|
-$249M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$249M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$197M |
| 4 |
JP Morgan Chase
New York
|
-$182M |
| 5 |
BlackRock
New York
|
-$128M |
EL Hedge Fund Activity: Q3 2021 in Review
1,174 of the 5,732 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q3 2021, worth a combined $60.9B — down 6.9% from $65.4B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new EL positions and 71 closed out — a net gain of 35 holders — while 442 added to existing stakes and 424 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $121M. The largest seller was Harding Loevner, exiting entirely with an estimated $249M sold.
- 1,174 institutional investors held Estee Lauder (EL) as of Q3 2021, up from 1,152 in Q2 2021.
- Funds reported $60.9B of Estee Lauder stock for Q3 2021, down 6.9% quarter-over-quarter.
- 106 funds opened new Estee Lauder positions in Q3 2021 and 71 closed out, a net change of +35 holders.
- The largest Estee Lauder buyer in Q3 2021 was Morgan Stanley, an estimated $121M added.
- The largest Estee Lauder seller in Q3 2021 was Harding Loevner, an estimated $249M sold.
Based on aggregated 13F filings for Q3 2021.