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Edgewell Personal Care
EPC

228 hedge funds and large institutions have $1.8B invested in Edgewell Personal Care in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 83 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

38% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $8.16M

25% more capital invested

Capital invested by funds: $1.44B → $1.8B (+$360M)

9% more funds holding

Funds holding: 210 → 228 (+18)

0.65% more ownership

Funds ownership: 95.7% → 96.36% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

27% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 83

Holders
228
Holders Change
+18
Holders Change %
+8.57%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
61
Reduced
83
Closed
19
Calls
$11.3M
Puts
$8.16M
Net Calls
+$3.11M
Net Calls Change
+$176K

Top Buyers

1
TCG
Tremblant Capital Group
Florida
+$30.9M
2
Victory Capital Management
Victory Capital Management
Texas
+$20.5M
3
WA
Wasatch Advisors
Utah
+$16.3M
4
WP
Woodline Partners
California
+$13.8M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$8.07M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$49.6M
2
AC
Armistice Capital
New York
-$24.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$11.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$6.29M
5
FG
Formula Growth
Quebec, Canada
-$4.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
FG
51
Formula Growth
Quebec, Canada
$4.13M -$4.85M -149,300 -56%
Swiss National Bank
52
Swiss National Bank
Switzerland
$4.05M – – –
Morgan Stanley
53
Morgan Stanley
New York
$4.02M +$3.05M +93,915 +419%
Legal & General Group
54
Legal & General Group
United Kingdom
$3.54M -$89.5K -2,757 -3%
PPA
55
Parametric Portfolio Associates
Washington
$3.45M +$38K +1,170 +1%
Invesco
56
Invesco
Georgia
$3.42M +$596K +18,361 +23%
HT
57
HAP Trading
New York
$3.41M +$1.66M +51,029 +107%
SDIC
58
South Dakota Investment Council
South Dakota
$3.38M – – –
Ameriprise
59
Ameriprise
Minnesota
$3.38M -$247K -7,611 -7%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.36M -$137K -4,225 -4%
SEI Investments
61
SEI Investments
Pennsylvania
$3.29M -$55.4K -1,706 -2%
ATIA
62
American Trust Investment Advisors
New Hampshire
$3.29M +$27.6K +850 +0.9%
CEI
63
Clark Estates Inc
New York
$3.05M – – –
RBA
64
Richard Bernstein Advisors
New York
$3.04M +$2.85M +87,962 New
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$2.85M – – –
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$2.82M +$6.49K +200 +0.2%
PFC
67
Phocas Financial Corp
California
$2.63M -$502K -15,482 -17%
PL
68
Plancorp LLC
Missouri
$2.58M – – –
State of New Jersey Common Pension Fund D
69
State of New Jersey Common Pension Fund D
New Jersey
$2.52M -$136K -4,176 -5%
Wellington Management Group
70
Wellington Management Group
Massachusetts
$2.5M -$255K -7,856 -10%
CS
71
Credit Suisse
Switzerland
$2.38M +$769K +23,688 +52%
BAM
72
Blueshift Asset Management
New Jersey
$2.31M +$1.14M +34,975 +110%
UBS AM
73
UBS AM
Illinois
$2.13M -$363K -11,198 -15%
Two Sigma Advisers
74
Two Sigma Advisers
New York
$2.12M -$639K -19,700 -24%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$2.08M -$16.2K -500 -0.8%
1 2
3
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EPC Hedge Fund Activity: Q4 2020 in Review

228 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2020, worth a combined $1.8B — up 25% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EPC positions and 19 closed out — a net gain of 19 holders — while 61 added to existing stakes and 83 trimmed.

The largest buyer was Tremblant Capital Group, adding an estimated $30.9M. The largest seller was Fidelity Investments, cutting an estimated $49.6M.

  • 228 institutional investors held Edgewell Personal Care (EPC) as of Q4 2020, up from 210 in Q3 2020.
  • Funds reported $1.8B of Edgewell Personal Care stock for Q4 2020, up 25% quarter-over-quarter.
  • 38 funds opened new Edgewell Personal Care positions in Q4 2020 and 19 closed out, a net change of +19 holders.
  • The largest Edgewell Personal Care buyer in Q4 2020 was Tremblant Capital Group, an estimated $30.9M added.
  • The largest Edgewell Personal Care seller in Q4 2020 was Fidelity Investments, an estimated $49.6M sold.

Based on aggregated 13F filings for Q4 2020.