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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
NMERB
151
New Mexico Educational Retirement Board
New Mexico
$329K -$55.2K -1,700 -15%
BAM
152
Boyar Asset Management
New York
$325K -$29.8K -919 -9%
DA
153
Detalus Advisors
Missouri
$321K -$4.35K -134 -1%
BC
154
Bridgefront Capital
Texas
$312K +$293K +9,037 New
SOADOR
155
State of Alaska Department of Revenue
Alaska
$305K -$14.3K -442 -5%
IA
156
IndexIQ Advisors
New York
$301K +$29.1K +898 +12%
SG Americas Securities
157
SG Americas Securities
New York
$297K +$278K +8,576 New
BWAM
158
Boyd Watterson Asset Management
Ohio
$270K – – –
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$265K – – –
EVM
160
Eaton Vance Management
Massachusetts
$253K – – –
VCA
161
Verdence Capital Advisors
Maryland
$252K -$2.69K -83 -1%
X
162
Xponance
Pennsylvania
$250K -$1.17K -36 -0.5%
TRSOTSOK
163
Teachers Retirement System of the State of Kentucky
Kentucky
$250K – – –
HF
164
HRT Financial
New York
$228K +$214K +6,603 New
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$222K +$34.5K +1,064 +20%
Pacer Advisors
166
Pacer Advisors
Pennsylvania
$209K -$228K -7,039 -54%
MIA
167
MainStreet Investment Advisors
Illinois
$201K +$189K +5,810 New
PMAM
168
Penn Mutual Asset Management
Pennsylvania
$200K +$187K +5,770 New
TRCT
169
Tower Research Capital (TRC)
New York
$194K -$1.81M -55,892 -91%
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$185K -$16.7K -516 -9%
Ohio Public Employees Retirement System (OPERS)
171
Ohio Public Employees Retirement System (OPERS)
Ohio
$184K -$519 -16 -0.3%
SAM
172
Securian Asset Management
Minnesota
$178K -$4.09K -126 -2%
PHK
173
Point72 Hong Kong
Hong Kong
$165K +$155K +4,777 New
CM
174
Caption Management
Oklahoma
$155K -$71.4K -2,200 -33%
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$122K +$17.8K +550 +18%
5 6
7
8 9

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.