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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.

New
Increased
Maintained
Reduced
Closed

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: 222236 (+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: 10 (-1)

Holders
236
Holders Change
+14
Holders Change %
+6.31%
% of All Funds
4.13%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
59
Reduced
84
Closed
24
Calls
$13.3M
Puts
$2.88M
Net Calls
+$10.4M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
26
Edmond de Rothschild Holding
Switzerland
$13.6M -$205K -5,000 -1%
Morgan Stanley
27
Morgan Stanley
New York
$13.4M +$7M +170,416 +85%
Ameriprise
28
Ameriprise
Minnesota
$12.1M -$192K -4,681 -1%
Bank of America
29
Bank of America
North Carolina
$11.7M -$12.9M -315,082 -49%
JP Morgan Chase
30
JP Morgan Chase
New York
$11.2M -$4.57M -111,101 -26%
CB
31
Commerce Bank
Missouri
$10.4M +$6.61M +160,860 +127%
Invesco
32
Invesco
Georgia
$10.1M -$10.3M -251,746 -48%
N
33
Nuveen
North Carolina
$9.22M -$1.5M -36,429 -13%
BCM
34
Bridgeway Capital Management
Texas
$9.09M
AA
35
Ancora Advisors
Ohio
$8.83M +$3.7M +90,092 +59%
SEI Investments
36
SEI Investments
Pennsylvania
$8.7M +$2.51M +61,142 +34%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$8.48M -$765K -18,620 -7%
BC
38
Burney Company
Virginia
$7.67M -$246K -5,988 -3%
CC
39
Clearline Capital
New York
$7.38M -$3M -72,905 -26%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$7.31M +$59.5K +1,449 +0.7%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$7.29M +$1.79M +43,558 +28%
PFC
42
Phocas Financial Corp
California
$6.74M +$74.7K +1,818 +1%
CIM
43
Confluence Investment Management
Missouri
$6.18M -$60.9K -1,482 -0.9%
Millennium Management
44
Millennium Management
New York
$6.03M +$5.83M +141,898 +588%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$5.83M -$956K -23,265 -13%
SAM
46
Storebrand Asset Management
Norway
$5.8M +$616K +15,000 +10%
Legal & General Group
47
Legal & General Group
United Kingdom
$5.61M -$449K -10,919 -7%
Prudential Financial
48
Prudential Financial
New Jersey
$5.47M -$697K -16,966 -10%
CSIC
49
Clifford Swan Investment Counsel
California
$5.26M -$94.5K -2,300 -2%
MC
50
Maverick Capital
Texas
$5.01M -$164K -3,985 -3%

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.