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Edgewell Personal Care

225 hedge funds and large institutions have $1.27B invested in Edgewell Personal Care in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 82 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $7.14M

3.68% more ownership

Funds ownership: 93.81%97.49% (+3.7%)

8% less funds holding

Funds holding: 245225 (-20)

19% less capital invested

Capital invested by funds: $1.57B → $1.27B (-$296M)

28% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 82

38% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 48

Holders
225
Holders Change
-20
Holders Change %
-8.16%
% of All Funds
4.96%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
59
Reduced
82
Closed
48
Calls
$26.3M
Puts
$7.14M
Net Calls
+$19.1M
Net Calls Change
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
51
American International Group
New York
$3.29M -$23.6K -789 -0.6%
AllianceBernstein
52
AllianceBernstein
Tennessee
$3.05M +$19.7K +660 +0.5%
UBS Group
53
UBS Group
Switzerland
$3.05M -$4.4M -147,336 -54%
RCAMU
54
Rothschild & Co Asset Management US
Connecticut
$3.02M -$6.56M -219,741 -64%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$2.94M -$734K -24,554 -17%
Canada Pension Plan Investment Board
56
Canada Pension Plan Investment Board
Ontario, Canada
$2.73M -$1.35M -45,300 -29%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.66M +$99.7K +3,337 +3%
Swiss National Bank
58
Swiss National Bank
Switzerland
$2.53M +$44.8K +1,500 +1%
SEI Investments
59
SEI Investments
Pennsylvania
$2.47M -$725K -24,269 -19%
Legal & General Group
60
Legal & General Group
United Kingdom
$2.43M +$512K +17,127 +20%
BFM
61
Boothbay Fund Management
New York
$2.31M +$1.37M +45,824 +91%
AQR Capital Management
62
AQR Capital Management
Connecticut
$2.21M -$229K -7,650 -8%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$2.18M
Citigroup
64
Citigroup
New York
$2.14M +$854K +28,573 +47%
VIA
65
Vident Investment Advisory
Georgia
$2.05M +$2.54M +85,075 New
SDIC
66
South Dakota Investment Council
South Dakota
$2M -$2.99K -100 -0.1%
WG
67
Winton Group
United Kingdom
$2M -$552K -18,474 -18%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$1.98M -$12.2K -407 -0.5%
LSV Asset Management
69
LSV Asset Management
Illinois
$1.87M +$457K +15,300 +25%
Invesco
70
Invesco
Georgia
$1.85M +$1.01M +33,873 +79%
PL
71
Plancorp LLC
Missouri
$1.8M -$40.9K -1,368 -2%
Retirement Systems of Alabama
72
Retirement Systems of Alabama
Alabama
$1.7M
State of New Jersey Common Pension Fund D
73
State of New Jersey Common Pension Fund D
New Jersey
$1.64M
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$1.64M -$3.21M -107,385 -61%
UBS AM
75
UBS AM
Illinois
$1.63M +$114K +3,818 +6%

EPC Hedge Fund Activity: Q1 2020 in Review

225 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q1 2020, worth a combined $1.27B — down 19% from $1.57B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of EPC and 30 opened new positions — a net loss of 18 holders — while 82 trimmed existing stakes and 59 added.

The largest buyer was Victory Capital Management, adding an estimated $94.7M. The largest seller was Fidelity Investments, cutting an estimated $53.7M.

  • 225 institutional investors held Edgewell Personal Care (EPC) as of Q1 2020, down from 245 in Q4 2019.
  • Funds reported $1.27B of Edgewell Personal Care stock for Q1 2020, down 19% quarter-over-quarter.
  • 30 funds opened new Edgewell Personal Care positions in Q1 2020 and 48 closed out, a net change of -18 holders.
  • The largest Edgewell Personal Care buyer in Q1 2020 was Victory Capital Management, an estimated $94.7M added.
  • The largest Edgewell Personal Care seller in Q1 2020 was Fidelity Investments, an estimated $53.7M sold.

Based on aggregated 13F filings for Q1 2020.