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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
CAM
101
ClariVest Asset Management
California
$760K -$59.8K -2,000 -6%
Morgan Stanley
102
Morgan Stanley
New York
$759K -$3.68M -123,328 -80%
CTC
103
Central Trust Company
Missouri
$719K -$22.2K -744 -2%
Barclays
104
Barclays
United Kingdom
$712K -$937K -31,371 -51%
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$704K -$49.5K -1,657 -5%
Deutsche Bank
106
Deutsche Bank
Germany
$701K -$846K -28,327 -49%
MSA
107
Mason Street Advisors
Wisconsin
$694K
Russell Investments Group
108
Russell Investments Group
United Kingdom
$685K -$4.14M -138,424 -83%
AG
109
Aperio Group
California
$664K -$63.8K -2,135 -7%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$651K +$16.6K +556 +2%
US Bancorp
111
US Bancorp
Minnesota
$643K +$14.6K +490 +2%
EMG
112
Ellington Management Group
Connecticut
$633K +$785K +26,289 New
QCM
113
Quantinno Capital Management
New York
$619K +$768K +25,709 New
FQ
114
First Quadrant
California
$575K +$713K +23,858 New
BCM
115
Bayesian Capital Management
New York
$566K +$702K +23,500 New
Coatue Management
116
Coatue Management
New York
$558K +$693K +23,182 New
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$515K
KeyBank National Association
118
KeyBank National Association
Ohio
$511K +$634K +21,225 New
GAM
119
Gotham Asset Management
New York
$501K -$1.09M -36,425 -64%
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$491K -$15.3K -512 -2%
SG Americas Securities
121
SG Americas Securities
New York
$486K +$439K +14,698 +267%
AIP
122
Ameritas Investment Partners
Nebraska
$485K +$8.48K +284 +1%
Squarepoint
123
Squarepoint
New York
$484K -$336K -11,230 -36%
TC
124
TwinBeech Capital
New York
$475K +$384K +12,862 +187%
NMIMC
125
Northwestern Mutual Investment Management Company
Wisconsin
$454K +$101K +3,366 +22%

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.