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Edgewell Personal Care

227 hedge funds and large institutions have $1.95B invested in Edgewell Personal Care in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $6.09M | Put options by funds: $2.16M

12% more capital invested

Capital invested by funds: $1.74B → $1.95B (+$215M)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 230227 (-3)

5.19% less ownership

Funds ownership: 94.38%89.2% (-5.2%)

24% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 89

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
227
Holders Change
-3
Holders Change %
-1.3%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
68
Reduced
89
Closed
28
Calls
$6.09M
Puts
$2.16M
Net Calls
+$3.94M
Net Calls Change
+$9.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$13.6M -$325K -7,752 -2%
Norges Bank
27
Norges Bank
Norway
$13.5M +$6.15M +146,800 +86%
Invesco
28
Invesco
Georgia
$12.2M +$1.81M +43,093 +18%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$11.9M +$805K +19,206 +7%
Goldman Sachs
30
Goldman Sachs
New York
$11.6M -$1.7M -40,487 -13%
Bank of America
31
Bank of America
North Carolina
$10.3M +$3.11M +74,205 +44%
GLA
32
Great Lakes Advisors
Illinois
$9.5M +$9.38M +223,938 New
CB
33
Commerce Bank
Missouri
$9.46M -$217K -5,175 -2%
N
34
Nuveen
North Carolina
$8.63M -$604K -14,410 -7%
SAM
35
Storebrand Asset Management
Norway
$8.35M
BCM
36
Bridgeway Capital Management
Texas
$8.15M -$2.44M -58,225 -23%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$7.29M +$286K +6,835 +4%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$6.76M
BC
39
Burney Company
Virginia
$6.65M -$346K -8,257 -5%
Legal & General Group
40
Legal & General Group
United Kingdom
$6.43M -$98K -2,339 -2%
CSIC
41
Clifford Swan Investment Counsel
California
$6.24M
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$5.84M +$3.54M +84,588 +159%
MAM
43
Madison Asset Management
Wisconsin
$5.52M -$222K -5,304 -4%
CIM
44
Confluence Investment Management
Missouri
$5.43M -$131K -3,132 -2%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$5.24M -$107K -2,563 -2%
KOCAA
46
Knights of Columbus Asset Advisors
Connecticut
$5.19M +$31.7K +756 +0.6%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$4.77M +$526K +12,540 +13%
CS
48
Credit Suisse
Switzerland
$4.63M +$44.3K +1,057 +1%
Swiss National Bank
49
Swiss National Bank
Switzerland
$4.47M -$566K -13,500 -11%
EDRH
50
Edmond de Rothschild Holding
Switzerland
$4.24M -$11.9M -285,000 -74%

EPC Hedge Fund Activity: Q1 2023 in Review

227 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q1 2023, worth a combined $1.95B — up 12% from $1.74B a quarter earlier.

Fund positioning in EPC was balanced in Q1 2023: 28 funds opened new positions, 28 closed out, 68 added to existing stakes and 89 trimmed.

The largest buyer was Scopus Asset Management, opening a new position worth an estimated $13.6M. The largest seller was Credit Agricole, exiting entirely with an estimated $76.8M sold.

  • 227 institutional investors held Edgewell Personal Care (EPC) as of Q1 2023, down from 230 in Q4 2022.
  • Funds reported $1.95B of Edgewell Personal Care stock for Q1 2023, up 12% quarter-over-quarter.
  • 28 funds opened new Edgewell Personal Care positions in Q1 2023 and 28 closed out, a net change of 0 holders.
  • The largest Edgewell Personal Care buyer in Q1 2023 was Scopus Asset Management, an estimated $13.6M added.
  • The largest Edgewell Personal Care seller in Q1 2023 was Credit Agricole, an estimated $76.8M sold.

Based on aggregated 13F filings for Q1 2023.