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Edgewell Personal Care

257 hedge funds and large institutions have $1.91B invested in Edgewell Personal Care in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

4% more funds holding

Funds holding: 248257 (+9)

2% less capital invested

Capital invested by funds: $1.96B → $1.91B (-$49M)

11% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 89

12.49% less ownership

Funds ownership: 109.06%96.58% (-12%)

34% less call options, than puts

Call options by funds: $587K | Put options by funds: $892K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
257
Holders Change
+9
Holders Change %
+3.63%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
44
Increased
79
Reduced
89
Closed
31
Calls
$587K
Puts
$892K
Net Calls
-$305K
Net Calls Change
+$448K
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
226
Benjamin F. Edwards & Company
Missouri
$6K
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$5.79K +$4.21K +110 +324%
EBA
228
Eagle Bay Advisors
New York
$5.53K
PP
229
PFS Partners
New Jersey
$5.39K
PFC
230
Phocas Financial Corp
California
$4.97K -$89.7K -2,341 -2%
NA
231
NewEdge Advisors
Louisiana
$4.02K
NSIM
232
North Star Investment Management
Illinois
$4.02K
S
233
SignatureFD
Georgia
$4.02K +$881 +23 +30%
PA
234
Parallel Advisors
California
$2.29K +$1.99K +52 +1,040%
EWA
235
EverSource Wealth Advisors
Alabama
$2.27K +$192 +5 +9%
VCM
236
Versant Capital Management
Arizona
$1.93K
CA
237
Continuum Advisory
Idaho
$1.77K +$1.69K +44 New
LC
238
Lindbrook Capital
California
$1.65K +$728 +19 +86%
JWA
239
JFS Wealth Advisors
Pennsylvania
$1.61K
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$1.45K
SWM
241
Spire Wealth Management
Virginia
$1.33K
BIA
242
Bell Investment Advisors
California
$1K
AF
243
Allworth Financial
California
$968 -$115 -3 -11%
MFC
244
Mechanics Financial Corp
Ohio
$924
SIS
245
Sound Income Strategies
Florida
$844 -$10.2K -265 -93%
FCA
246
FinTrust Capital Advisors
South Carolina
$644 +$613 +16 New
AF
247
Advisornet Financial
Minnesota
$643 -$919 -24 -60%
DPW
248
DiNuzzo Private Wealth
Pennsylvania
$621 +$38 +1 +6%
RIL
249
Rothschild Investment LLC
Illinois
$603 +$383 +10 +200%
SIC
250
SJS Investment Consulting
Ohio
$563

EPC Hedge Fund Activity: Q2 2024 in Review

257 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q2 2024, worth a combined $1.91B — down 2.5% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EPC positions and 31 closed out — a net gain of 13 holders — while 79 added to existing stakes and 89 trimmed.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $15.7M. The largest seller was Novo Holdings A/S, exiting entirely with an estimated $116M sold.

  • 257 institutional investors held Edgewell Personal Care (EPC) as of Q2 2024, up from 248 in Q1 2024.
  • Funds reported $1.91B of Edgewell Personal Care stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 44 funds opened new Edgewell Personal Care positions in Q2 2024 and 31 closed out, a net change of +13 holders.
  • The largest Edgewell Personal Care buyer in Q2 2024 was Weiss Asset Management, an estimated $15.7M added.
  • The largest Edgewell Personal Care seller in Q2 2024 was Novo Holdings A/S, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2024.