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Edgewell Personal Care

257 hedge funds and large institutions have $1.91B invested in Edgewell Personal Care in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

4% more funds holding

Funds holding: 248257 (+9)

2% less capital invested

Capital invested by funds: $1.96B → $1.91B (-$49M)

11% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 89

12.49% less ownership

Funds ownership: 109.06%96.58% (-12%)

34% less call options, than puts

Call options by funds: $587K | Put options by funds: $892K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
257
Holders Change
+9
Holders Change %
+3.63%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
44
Increased
79
Reduced
89
Closed
31
Calls
$587K
Puts
$892K
Net Calls
-$305K
Net Calls Change
+$448K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
26
Wellington Management Group
Massachusetts
$13.3M +$5.82M +152,063 +85%
Bank of America
27
Bank of America
North Carolina
$13.2M +$95.9K +2,503 +0.8%
Man Group
28
Man Group
United Kingdom
$12.6M +$1.09M +28,384 +10%
Marshall Wace
29
Marshall Wace
United Kingdom
$11.2M -$905K -23,617 -8%
Norges Bank
30
Norges Bank
Norway
$10.5M -$1.46M -38,071 -13%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$9.85M +$390K +10,180 +4%
Principal Financial Group
32
Principal Financial Group
Iowa
$9.82M -$567K -14,812 -6%
Ameriprise
33
Ameriprise
Minnesota
$9.38M -$638K -16,648 -7%
CB
34
Commerce Bank
Missouri
$8.27M -$57.5K -1,500 -0.7%
SAM
35
Storebrand Asset Management
Norway
$7.86M
Axa
36
Axa
France
$7.25M -$13K -339 -0.2%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$7.17M -$9.06M -236,536 -57%
Prudential Financial
38
Prudential Financial
New Jersey
$6.58M +$1.8M +47,119 +40%
UBS AM
39
UBS AM
Illinois
$6.47M +$3.7M +96,621 +150%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$6.43M -$208K -5,425 -3%
CSIC
41
Clifford Swan Investment Counsel
California
$5.91M
N
42
Nuveen
North Carolina
$5.7M +$123K +3,220 +2%
Legal & General Group
43
Legal & General Group
United Kingdom
$5.6M -$74.8K -1,952 -1%
CIP
44
Chartwell Investment Partners
Pennsylvania
$5.5M -$161K -4,191 -3%
Franklin Resources
45
Franklin Resources
California
$5.04M +$363K +9,472 +8%
NWM
46
Nicola Wealth Management
British Columbia, Canada
$4.96M +$613K +16,000 +22%
KIM
47
Kestrel Investment Management
California
$4.86M +$4.63M +120,800 New
GLA
48
Great Lakes Advisors
Illinois
$4.83M -$255K -6,646 -5%
MAM
49
Madison Asset Management
Wisconsin
$4.61M +$20.7K +540 +0.5%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.38M +$256K +6,677 +7%

EPC Hedge Fund Activity: Q2 2024 in Review

257 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q2 2024, worth a combined $1.91B — down 2.5% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EPC positions and 31 closed out — a net gain of 13 holders — while 79 added to existing stakes and 89 trimmed.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $15.7M. The largest seller was Novo Holdings A/S, exiting entirely with an estimated $116M sold.

  • 257 institutional investors held Edgewell Personal Care (EPC) as of Q2 2024, up from 248 in Q1 2024.
  • Funds reported $1.91B of Edgewell Personal Care stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 44 funds opened new Edgewell Personal Care positions in Q2 2024 and 31 closed out, a net change of +13 holders.
  • The largest Edgewell Personal Care buyer in Q2 2024 was Weiss Asset Management, an estimated $15.7M added.
  • The largest Edgewell Personal Care seller in Q2 2024 was Novo Holdings A/S, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2024.