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Edgewell Personal Care

247 hedge funds and large institutions have $2.25B invested in Edgewell Personal Care in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

23% more capital invested

Capital invested by funds: $1.83B → $2.25B (+$417M)

5% more funds holding

Funds holding: 236247 (+11)

1% less call options, than puts

Call options by funds: $1.63M | Put options by funds: $1.65M

2.36% less ownership

Funds ownership: 93.25%90.89% (-2.4%)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 99

Holders
247
Holders Change
+11
Holders Change %
+4.66%
% of All Funds
3.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
65
Reduced
99
Closed
25
Calls
$1.63M
Puts
$1.65M
Net Calls
-$22K
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
226
North Star Investment Management
Illinois
$5K
BHWM
227
Beaird Harris Wealth Management
Texas
$5K +$4.04K +100 New
SWM
228
Spire Wealth Management
Virginia
$5K +$4.56K +113 New
CWS
229
Confluence Wealth Services
Pennsylvania
$5K +$4.88K +121 New
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$4K +$1.94K +48 +160%
Bessemer Group
231
Bessemer Group
New Jersey
$4K +$3.91K +97 New
QCG
232
Quadrant Capital Group
Ohio
$3K
C
233
Covestor
United Kingdom
$3K +$2.54K +63 New
S
234
SignatureFD
Georgia
$2K -$1.37K -34 -46%
Manulife (Manufacturers Life Insurance)
235
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.25K -$8.23K -204 -0.7%
BIA
236
Bell Investment Advisors
California
$1K -$484 -12 -48%
CFFP
237
Center for Financial Planning
Michigan
$1K
CAM
238
ClariVest Asset Management
California
$1K
LC
239
Lindbrook Capital
California
$1K
PA
240
Parallel Advisors
California
$1K +$525 +13 New
JWA
241
JFS Wealth Advisors
Pennsylvania
$1K +$726 +18 New
FFG
242
Ford Financial Group
California
$88 +$78.3K +1,940 New
Millennium Management
243
Millennium Management
New York
-$6.03M -166,023 Closed
LCM
244
Landscape Capital Management
New Jersey
-$3.7M -101,961 Closed
LHC
245
Lodge Hill Capital
New York
-$3.63M -100,000 Closed
Amundi
246
Amundi
France
-$3.01M -82,823 Closed
HF
247
HRT Financial
New York
-$2.94M -80,855 Closed
Assenagon Asset Management
248
Assenagon Asset Management
Luxembourg
-$2.52M -69,398 Closed
JF
249
Jump Financial
Illinois
-$1.82M -50,078 Closed
Canada Pension Plan Investment Board
250
Canada Pension Plan Investment Board
Ontario, Canada
-$1.53M -38,000 -100%

EPC Hedge Fund Activity: Q4 2021 in Review

247 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2021, worth a combined $2.25B — up 23% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EPC positions and 25 closed out — a net gain of 12 holders — while 65 added to existing stakes and 99 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $11.3M. The largest seller was Wells Fargo, cutting an estimated $24.6M.

  • 247 institutional investors held Edgewell Personal Care (EPC) as of Q4 2021, up from 236 in Q3 2021.
  • Funds reported $2.25B of Edgewell Personal Care stock for Q4 2021, up 23% quarter-over-quarter.
  • 37 funds opened new Edgewell Personal Care positions in Q4 2021 and 25 closed out, a net change of +12 holders.
  • The largest Edgewell Personal Care buyer in Q4 2021 was Jacobs Levy Equity Management, an estimated $11.3M added.
  • The largest Edgewell Personal Care seller in Q4 2021 was Wells Fargo, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2021.