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Edgewell Personal Care

225 hedge funds and large institutions have $1.27B invested in Edgewell Personal Care in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 82 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $7.14M

3.68% more ownership

Funds ownership: 93.81%97.49% (+3.7%)

8% less funds holding

Funds holding: 245225 (-20)

19% less capital invested

Capital invested by funds: $1.57B → $1.27B (-$296M)

28% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 82

38% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 48

Holders
225
Holders Change
-20
Holders Change %
-8.16%
% of All Funds
4.96%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
59
Reduced
82
Closed
48
Calls
$26.3M
Puts
$7.14M
Net Calls
+$19.1M
Net Calls Change
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ICOM
26
Investment Counselors of Maryland
Maryland
$12M +$3.79M +126,923 +34%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$11.3M -$7.33M -245,233 -34%
CC
28
Clearline Capital
New York
$10.3M +$12.8M +428,006 New
N
29
Nuveen
North Carolina
$9.74M +$4.97M +166,190 +70%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$7.95M +$4.7M +157,351 +91%
DZ Bank
31
DZ Bank
Germany
$7.88M -$81.4K -2,723 -0.8%
Bank of America
32
Bank of America
North Carolina
$7.59M -$472K -15,812 -5%
EDRH
33
Edmond de Rothschild Holding
Switzerland
$7.21M +$8.08M +270,599 +933%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$6.04M +$457K +15,313 +7%
MAM
35
Madison Asset Management
Wisconsin
$5.93M +$2.33M +77,996 +46%
BCM
36
Bridgeway Capital Management
Texas
$4.74M
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$4.71M +$5.85M +195,777 New
BIM
38
Bogle Investment Management
Massachusetts
$4.69M +$22.6K +756 +0.4%
Principal Financial Group
39
Principal Financial Group
Iowa
$4.52M -$2.06M -68,964 -27%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$4.51M +$191K +6,399 +4%
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$4.42M +$5.48M +183,480 New
Two Sigma Advisers
42
Two Sigma Advisers
New York
$4.2M +$899K +30,100 +21%
SAM
43
Storebrand Asset Management
Norway
$4.14M +$5.14M +172,071 New
CSIC
44
Clifford Swan Investment Counsel
California
$4.06M -$320K -10,700 -6%
CB
45
Commerce Bank
Missouri
$3.98M -$550K -18,398 -10%
HT
46
HAP Trading
New York
$3.76M -$2.92M -97,866 -39%
Ameriprise
47
Ameriprise
Minnesota
$3.59M -$287K -9,592 -6%
PPA
48
Parametric Portfolio Associates
Washington
$3.46M -$717K -24,015 -14%
MWNA
49
Marshall Wace North America
New York
$3.4M -$2.34M -78,434 -36%
Renaissance Technologies
50
Renaissance Technologies
New York
$3.33M -$4.01M -134,300 -49%

EPC Hedge Fund Activity: Q1 2020 in Review

225 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q1 2020, worth a combined $1.27B — down 19% from $1.57B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of EPC and 30 opened new positions — a net loss of 18 holders — while 82 trimmed existing stakes and 59 added.

The largest buyer was Victory Capital Management, adding an estimated $94.7M. The largest seller was Fidelity Investments, cutting an estimated $53.7M.

  • 225 institutional investors held Edgewell Personal Care (EPC) as of Q1 2020, down from 245 in Q4 2019.
  • Funds reported $1.27B of Edgewell Personal Care stock for Q1 2020, down 19% quarter-over-quarter.
  • 30 funds opened new Edgewell Personal Care positions in Q1 2020 and 48 closed out, a net change of -18 holders.
  • The largest Edgewell Personal Care buyer in Q1 2020 was Victory Capital Management, an estimated $94.7M added.
  • The largest Edgewell Personal Care seller in Q1 2020 was Fidelity Investments, an estimated $53.7M sold.

Based on aggregated 13F filings for Q1 2020.