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Edgewell Personal Care
EPC

228 hedge funds and large institutions have $1.8B invested in Edgewell Personal Care in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 83 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

38% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $8.16M

25% more capital invested

Capital invested by funds: $1.44B → $1.8B (+$360M)

9% more funds holding

Funds holding: 210 → 228 (+18)

0.65% more ownership

Funds ownership: 95.7% → 96.36% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

27% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 83

Holders
228
Holders Change
+18
Holders Change %
+8.57%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
61
Reduced
83
Closed
19
Calls
$11.3M
Puts
$8.16M
Net Calls
+$3.11M
Net Calls Change
+$176K

Top Buyers

1
TCG
Tremblant Capital Group
Florida
+$30.9M
2
Victory Capital Management
Victory Capital Management
Texas
+$20.5M
3
WA
Wasatch Advisors
Utah
+$16.3M
4
WP
Woodline Partners
California
+$13.8M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$8.07M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$49.6M
2
AC
Armistice Capital
New York
-$24.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$11.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$6.29M
5
FG
Formula Growth
Quebec, Canada
-$4.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIMCA
26
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.8M +$3.59M +110,477 +29%
WP
27
Woodline Partners
California
$14.7M +$13.8M +425,409 New
Bank of America
28
Bank of America
North Carolina
$12.3M -$260K -8,020 -2%
AC
29
Armistice Capital
New York
$11.6M -$24.1M -742,000 -69%
N
30
Nuveen
North Carolina
$9.58M -$65.6K -2,021 -0.7%
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$9.48M +$1.26M +38,946 +17%
Goldman Sachs
32
Goldman Sachs
New York
$9.24M -$1.95M -60,159 -18%
AQR Capital Management
33
AQR Capital Management
Connecticut
$9.15M -$11.3M -349,576 -57%
EDRH
34
Edmond de Rothschild Holding
Switzerland
$8.27M -$484K -14,900 -6%
Retirement Systems of Alabama
35
Retirement Systems of Alabama
Alabama
$7.26M +$4.51M +138,987 +196%
Principal Financial Group
36
Principal Financial Group
Iowa
$7.08M +$227K +6,996 +4%
MAM
37
Madison Asset Management
Wisconsin
$6.74M -$908K -27,976 -13%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$6.57M -$1.23M -37,860 -17%
Renaissance Technologies
39
Renaissance Technologies
New York
$6.5M +$970K +29,900 +19%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$6.48M +$500K +15,397 +9%
BCM
41
Bridgeway Capital Management
Texas
$6.3M +$5.92M +182,300 New
CC
42
Clearline Capital
New York
$5.9M -$3.98M -122,552 -42%
BC
43
Burney Company
Virginia
$5.75M -$740K -22,792 -12%
CIM
44
Confluence Investment Management
Missouri
$5.62M +$18.8K +578 +0.4%
CSIC
45
Clifford Swan Investment Counsel
California
$5.22M -$242K -7,450 -5%
SAM
46
Storebrand Asset Management
Norway
$4.88M – – –
CB
47
Commerce Bank
Missouri
$4.56M -$53.3K -1,641 -1%
AllianceBernstein
48
AllianceBernstein
Tennessee
$4.34M -$35K -1,080 -0.9%
Prudential Financial
49
Prudential Financial
New Jersey
$4.3M -$2.91M -89,738 -42%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$4.3M -$137K -4,227 -3%
1
2
3 4 5

EPC Hedge Fund Activity: Q4 2020 in Review

228 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2020, worth a combined $1.8B — up 25% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EPC positions and 19 closed out — a net gain of 19 holders — while 61 added to existing stakes and 83 trimmed.

The largest buyer was Tremblant Capital Group, adding an estimated $30.9M. The largest seller was Fidelity Investments, cutting an estimated $49.6M.

  • 228 institutional investors held Edgewell Personal Care (EPC) as of Q4 2020, up from 210 in Q3 2020.
  • Funds reported $1.8B of Edgewell Personal Care stock for Q4 2020, up 25% quarter-over-quarter.
  • 38 funds opened new Edgewell Personal Care positions in Q4 2020 and 19 closed out, a net change of +19 holders.
  • The largest Edgewell Personal Care buyer in Q4 2020 was Tremblant Capital Group, an estimated $30.9M added.
  • The largest Edgewell Personal Care seller in Q4 2020 was Fidelity Investments, an estimated $49.6M sold.

Based on aggregated 13F filings for Q4 2020.