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Edgewell Personal Care

247 hedge funds and large institutions have $2.25B invested in Edgewell Personal Care in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

23% more capital invested

Capital invested by funds: $1.83B → $2.25B (+$417M)

5% more funds holding

Funds holding: 236247 (+11)

1% less call options, than puts

Call options by funds: $1.63M | Put options by funds: $1.65M

2.36% less ownership

Funds ownership: 93.25%90.89% (-2.4%)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 99

Holders
247
Holders Change
+11
Holders Change %
+4.66%
% of All Funds
3.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
65
Reduced
99
Closed
25
Calls
$1.63M
Puts
$1.65M
Net Calls
-$22K
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$15.2M +$11.3M +281,027 +547%
Ameriprise
27
Ameriprise
Minnesota
$15.1M -$96.2K -2,384 -0.7%
Invesco
28
Invesco
Georgia
$13.4M +$596K +14,779 +5%
SEI Investments
29
SEI Investments
Pennsylvania
$13M +$1.82M +45,055 +19%
N
30
Nuveen
North Carolina
$11.6M -$55.6K -1,379 -0.5%
BCM
31
Bridgeway Capital Management
Texas
$11.4M
CB
32
Commerce Bank
Missouri
$11.4M -$1.53M -37,880 -13%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$11.1M +$9.83M +243,556 New
Norges Bank
34
Norges Bank
Norway
$10.8M -$9.44M -234,087 -50%
Morgan Stanley
35
Morgan Stanley
New York
$10.7M -$5.47M -135,475 -37%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$10.7M
CC
37
Clearline Capital
New York
$10.3M +$869K +21,536 +11%
BC
38
Burney Company
Virginia
$9.29M -$319K -7,918 -4%
AA
39
Ancora Advisors
Ohio
$8.97M -$1.9M -47,000 -19%
PFC
40
Phocas Financial Corp
California
$8.29M -$172K -4,262 -2%
SAM
41
Storebrand Asset Management
Norway
$8.09M +$693K +17,167 +11%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$7.88M -$1.15M -28,392 -14%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$7.46M -$9.53M -236,321 -59%
CIM
44
Confluence Investment Management
Missouri
$7.39M -$341K -8,451 -5%
Legal & General Group
45
Legal & General Group
United Kingdom
$7.27M +$177K +4,389 +3%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$7.24M -$81K -2,007 -1%
Wellington Management Group
47
Wellington Management Group
Massachusetts
$7.08M -$1.87M -46,331 -23%
Prudential Financial
48
Prudential Financial
New Jersey
$6.82M -$58.1K -1,439 -1%
CSIC
49
Clifford Swan Investment Counsel
California
$6.74M -$12.1K -300 -0.2%
Bank of America
50
Bank of America
North Carolina
$6.52M -$7.22M -178,982 -56%

EPC Hedge Fund Activity: Q4 2021 in Review

247 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2021, worth a combined $2.25B — up 23% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EPC positions and 25 closed out — a net gain of 12 holders — while 65 added to existing stakes and 99 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $11.3M. The largest seller was Wells Fargo, cutting an estimated $24.6M.

  • 247 institutional investors held Edgewell Personal Care (EPC) as of Q4 2021, up from 236 in Q3 2021.
  • Funds reported $2.25B of Edgewell Personal Care stock for Q4 2021, up 23% quarter-over-quarter.
  • 37 funds opened new Edgewell Personal Care positions in Q4 2021 and 25 closed out, a net change of +12 holders.
  • The largest Edgewell Personal Care buyer in Q4 2021 was Jacobs Levy Equity Management, an estimated $11.3M added.
  • The largest Edgewell Personal Care seller in Q4 2021 was Wells Fargo, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2021.