Estee Lauder
1,259 hedge funds and large institutions have $76.4B 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.
107% more first-time investments, than exits
New positions opened: 199 | Existing positions closed: 96
25% more capital invested
Capital invested by funds: $60.9B → $76.4B (+$15.5B)
23% more repeat investments, than reductions
Existing positions increased: 478 | Existing positions reduced: 388
23% more call options, than puts
Call options by funds: $733M | Put options by funds: $596M
7% more funds holding
Funds holding: 1,172 → 1,259 (+87)
7% more funds holding in top 10
Funds holding in top 10: 28 → 30 (+2)
2.02% more ownership
Funds ownership: 87.15% → 89.17% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$669M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$451M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$287M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$230M |
| 5 |
Fundsmith LLP
London,
United Kingdom
|
+$113M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TP
Third Point
New York
|
-$300M |
| 2 |
D.E. Shaw & Co
New York
|
-$127M |
| 3 |
Goldman Sachs
New York
|
-$122M |
| 4 |
Jennison Associates
New York
|
-$111M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$109M |
EL Hedge Fund Activity: Q4 2021 in Review
1,259 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q4 2021, worth a combined $76.4B — up 25% 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.
- 1,259 institutional investors held Estee Lauder (EL) as of Q4 2021, up from 1,172 in Q3 2021.
- Funds reported $76.4B of Estee Lauder stock for Q4 2021, up 25% 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.