Estee Lauder
1,035 hedge funds and large institutions have $29.2B invested in Estee Lauder in 2023 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 388 increasing their positions, 406 reducing their positions, and 181 closing their positions.
0.12% more ownership
Funds ownership: 86.92% → 87.04% (+0.12%)
3% less capital inflows, than outflows
Capital inflows: $4.54B | Capital outflows: $4.67B
4% less repeat investments, than reductions
Existing positions increased: 388 | Existing positions reduced: 406
9% less call options, than puts
Call options by funds: $677M | Put options by funds: $741M
8% less funds holding
Funds holding: 1,130 → 1,035 (-95)
20% less funds holding in top 10
Funds holding in top 10: 15 → 12 (-3)
44% less first-time investments, than exits
New positions opened: 102 | Existing positions closed: 181
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$487M |
| 2 |
Independent Franchise Partners
London,
United Kingdom
|
+$430M |
| 3 |
Lazard Asset Management
New York
|
+$252M |
| 4 |
Two Sigma Advisers
New York
|
+$251M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$231M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fundsmith LLP
London,
United Kingdom
|
-$1.06B |
| 2 |
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
|
-$322M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$255M |
| 4 |
Harding Loevner
Bridgewater,
New Jersey
|
-$156M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$148M |
EL Hedge Fund Activity: Q3 2023 in Review
1,035 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q3 2023, worth a combined $29.2B — down 26% from $39.6B a quarter earlier.
Sellers outnumbered buyers: 181 funds closed out of EL and 102 opened new positions — a net loss of 79 holders — while 406 trimmed existing stakes and 388 added.
The largest buyer was D.E. Shaw & Co, adding an estimated $487M. The largest seller was Fundsmith LLP, exiting entirely with an estimated $1.06B sold.
- 1,035 institutional investors held Estee Lauder (EL) as of Q3 2023, down from 1,130 in Q2 2023.
- Funds reported $29.2B of Estee Lauder stock for Q3 2023, down 26% quarter-over-quarter.
- 102 funds opened new Estee Lauder positions in Q3 2023 and 181 closed out, a net change of -79 holders.
- The largest Estee Lauder buyer in Q3 2023 was D.E. Shaw & Co, an estimated $487M added.
- The largest Estee Lauder seller in Q3 2023 was Fundsmith LLP, an estimated $1.06B sold.
Based on aggregated 13F filings for Q3 2023.