Edgewell Personal Care
236 hedge funds and large institutions have $1.83B invested in Edgewell Personal Care in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 59 increasing their positions, 84 reducing their positions, and 24 closing their positions.
363% more call options, than puts
Call options by funds: $13.3M | Put options by funds: $2.88M
67% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 24
6% more funds holding
Funds holding: 222 → 236 (+14)
3.06% less ownership
Funds ownership: 96.31% → 93.25% (-3.1%)
20% less capital invested
Capital invested by funds: $2.28B → $1.83B (-$453M)
30% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 84
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$42.2M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$16.3M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$12.4M |
| 4 |
Morgan Stanley
New York
|
+$7M |
| 5 |
CB
Commerce Bank
Kansas City,
Missouri
|
+$6.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
-$45.6M |
| 2 |
AIM
Atlantic Investment Management
New York
|
-$27.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$16.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$12.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$10.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Group One Trading
Chicago,
Illinois
| – | -$123K | -2,992 | Closed |
|
|
FFG
252
Ford Financial Group
Fresno,
California
| – | -$93K | -2,140 | Closed |
|
|
DFCM
253
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$79K | -1,805 | Closed |
|
|
CTB
254
Country Trust Bank
Bloomington,
Illinois
| – | -$71K | -1,607 | Closed |
|
|
ASN
255
Advisory Services Network
Atlanta,
Georgia
| – | -$53K | -1,220 | Closed |
|
|
EFSCE
256
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$38K | -860 | Closed |
|
|
SCA
257
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$12K | -309 | Closed |
|
|
HIA
258
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$3K | -69 | Closed |
|
|
AF
259
Allworth Financial
Folsom,
California
| – | +$205 | +5 | New |
|
EPC Hedge Fund Activity: Q3 2021 in Review
236 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2021, worth a combined $1.83B — down 20% from $2.28B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new EPC positions and 24 closed out — a net gain of 16 holders — while 59 added to existing stakes and 84 trimmed.
The largest buyer was William Blair Investment Management, adding an estimated $42.2M. The largest seller was Russell Investments Group, cutting an estimated $45.6M.
- 236 institutional investors held Edgewell Personal Care (EPC) as of Q3 2021, up from 222 in Q2 2021.
- Funds reported $1.83B of Edgewell Personal Care stock for Q3 2021, down 20% quarter-over-quarter.
- 40 funds opened new Edgewell Personal Care positions in Q3 2021 and 24 closed out, a net change of +16 holders.
- The largest Edgewell Personal Care buyer in Q3 2021 was William Blair Investment Management, an estimated $42.2M added.
- The largest Edgewell Personal Care seller in Q3 2021 was Russell Investments Group, an estimated $45.6M sold.
Based on aggregated 13F filings for Q3 2021.