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Edgewell Personal Care
EPC

248 hedge funds and large institutions have $1.96B invested in Edgewell Personal Care in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 62 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 24

13% more funds holding

Funds holding: 219 → 248 (+29)

12.21% more ownership

Funds ownership: 96.85% → 109.06% (+12%)

10% more capital invested

Capital invested by funds: $1.78B → $1.96B (+$186M)

28% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 86

46% less call options, than puts

Call options by funds: $869K | Put options by funds: $1.62M

Holders
248
Holders Change
+29
Holders Change %
+13.24%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
54
Increased
62
Reduced
86
Closed
24
Calls
$869K
Puts
$1.62M
Net Calls
-$753K
Net Calls Change
-$877K

Top Buyers

1
NHAS
Novo Holdings A/S
Denmark
+$239M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$68.8M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$9.15M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$5.89M
5
Man Group
Man Group
United Kingdom
+$5.13M

Top Sellers

1
Credit Agricole
Credit Agricole
France
-$44.5M
2
Morgan Stanley
Morgan Stanley
New York
-$15.2M
3
WP
Woodline Partners
California
-$13.6M
4
BlackRock
BlackRock
New York
-$12.4M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$9.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
226
SignatureFD
Georgia
$2.98K – – –
EWA
227
EverSource Wealth Advisors
Alabama
$1.99K +$415 +11 +26%
VCM
228
Versant Capital Management
Arizona
$1.85K – – –
WWP
229
WR Wealth Planners
Missouri
$1.69K +$1.66K +44 New
AF
230
Advisornet Financial
Minnesota
$1.55K +$151 +4 +11%
JWA
231
JFS Wealth Advisors
Pennsylvania
$1.55K +$415 +11 +38%
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$1.39K -$113 -3 -8%
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$1.31K – – –
SWM
234
Spire Wealth Management
Virginia
$1.27K – – –
AF
235
Allworth Financial
California
$1.04K – – –
BIA
236
Bell Investment Advisors
California
$966 – – –
RAM
237
Riggs Asset Management
Pennsylvania
$928 +$906 +24 New
MFC
238
Mechanics Financial Corp
Ohio
$889 – – –
LC
239
Lindbrook Capital
California
$850 – – –
DPW
240
DiNuzzo Private Wealth
Pennsylvania
$564 – – –
SIC
241
SJS Investment Consulting
Ohio
$541 +$151 +4 +40%
PWMG
242
Private Wealth Management Group
New Jersey
$426 – – –
AWM
243
Abound Wealth Management
Tennessee
$310 – – –
ECM
244
Everence Capital Management
Indiana
$252 – – –
PA
245
Parallel Advisors
California
$193 – – –
RIL
246
Rothschild Investment LLC
Illinois
$193 +$189 +5 New
TWP
247
TFO Wealth Partners
Ohio
$116 – – –
WP
248
Woodline Partners
California
– -$13.6M -371,577 Closed
AIMCA
249
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$9.18M -250,498 Closed
TC
250
TwinBeech Capital
New York
– -$3.62M -98,703 Closed
7 8 9
10
11

EPC Hedge Fund Activity: Q1 2024 in Review

248 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q1 2024, worth a combined $1.96B — up 10% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new EPC positions and 24 closed out — a net gain of 30 holders — while 62 added to existing stakes and 86 trimmed.

The largest buyer was Novo Holdings A/S, opening a new position worth an estimated $239M. The largest seller was Credit Agricole, cutting an estimated $44.5M.

  • 248 institutional investors held Edgewell Personal Care (EPC) as of Q1 2024, up from 219 in Q4 2023.
  • Funds reported $1.96B of Edgewell Personal Care stock for Q1 2024, up 10% quarter-over-quarter.
  • 54 funds opened new Edgewell Personal Care positions in Q1 2024 and 24 closed out, a net change of +30 holders.
  • The largest Edgewell Personal Care buyer in Q1 2024 was Novo Holdings A/S, an estimated $239M added.
  • The largest Edgewell Personal Care seller in Q1 2024 was Credit Agricole, an estimated $44.5M sold.

Based on aggregated 13F filings for Q1 2024.