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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
Nomura Holdings
151
Nomura Holdings
Japan
$362K +$345K +9,005 New
II
152
Inspire Investing
Idaho
$353K -$18.9K -493 -5%
TRCT
153
Tower Research Capital (TRC)
New York
$344K +$309K +8,066 +1,620%
M&T Bank
154
M&T Bank
New York
$343K -$1.42K -37 -0.4%
AQR Capital Management
155
AQR Capital Management
Connecticut
$342K +$99.8K +2,606 +44%
BAM
156
Boyar Asset Management
New York
$329K -$15.7K -410 -5%
MOACM
157
Mutual of America Capital Management
New York
$327K -$17.5K -458 -5%
OIC
158
Orion Investment Company
Missouri
$322K +$306K +8,000 New
Amundi
159
Amundi
France
$316K -$42.2K -1,102 -12%
HSBC Holdings
160
HSBC Holdings
United Kingdom
$315K -$172K -4,503 -37%
Cetera Investment Advisers
161
Cetera Investment Advisers
Illinois
$313K +$5.86K +153 +2%
ProShare Advisors
162
ProShare Advisors
Maryland
$308K -$91.3K -2,383 -24%
SPA
163
Sherbrooke Park Advisers
New York
$305K +$71.5K +1,866 +33%
Sumitomo Mitsui Trust Group
164
Sumitomo Mitsui Trust Group
Japan
$296K +$42.1K +1,100 +18%
Daiwa Securities Group
165
Daiwa Securities Group
Japan
$284K +$38.3K +1,000 +17%
WG
166
Welch Group
Alabama
$281K +$268K +7,000 New
SMC
167
Smith, Moore & Co
Missouri
$277K -$176K -4,591 -40%
Creative Planning
168
Creative Planning
Kansas
$275K +$4.44K +116 +2%
AIM
169
ARGA Investment Management
Connecticut
$247K
Pictet Asset Management
170
Pictet Asset Management
Switzerland
$238K
BBVA
171
Banco Bilbao Vizcaya Argentaria
Spain
$216K -$36.8K -961 -15%
LPL Financial
172
LPL Financial
California
$216K +$206K +5,379 New
EFG
173
Everhart Financial Group
Ohio
$207K +$197K +5,141 New
CWS
174
Cypress Wealth Services
California
$206K +$196K +5,121 New
MGIA
175
Moneta Group Investment Advisors
Missouri
$205K -$5.17K -135 -3%

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.