We are live on ! Find out more
EPC icon

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
AP
176
Atwood & Palmer
Missouri
$48K
AIM
177
Achmea Investment Management
Netherlands
$44K +$54.8K +1,833 New
CTB
178
Country Trust Bank
Illinois
$39K
KPCM
179
Kings Point Capital Management
New York
$36K
PFBT
180
Parkside Financial Bank & Trust
Missouri
$33K
MRCM
181
M&R Capital Management
New Jersey
$31K
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$28K
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$27K -$62.1K -2,080 -65%
MAM
184
Meeder Asset Management
Ohio
$26K -$57.7K -1,932 -65%
QCG
185
Quadrant Capital Group
Ohio
$25K -$22K -735 -42%
TWA
186
TCI Wealth Advisors
Arizona
$24K
EFSCE
187
Enterprise Financial Services Corp (EFSC)
Missouri
$22K +$1.79K +60 +7%
WTC
188
WhitTier Trust Company
Nevada
$19K
HR
189
Howe & Rusling
New York
$14K
PMFA
190
Plante Moran Financial Advisors
Michigan
$14K
RWA
191
Ropes Wealth Advisors
Massachusetts
$14K
ClearBridge Investments
192
ClearBridge Investments
New York
$13K -$299 -10 -2%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$13K
PCM
194
Prelude Capital Management
New York
$12K -$120K -4,017 -89%
IRC
195
Investors Research Corp
Georgia
$12K
SIC
196
Salem Investment Counselors
North Carolina
$12K
TCM
197
Tradewinds Capital Management
Washington
$10K
PO
198
Private Ocean
California
$10K +$13.2K +441 New
ASN
199
Advisory Services Network
Georgia
$9K
HPC
200
HM Payson & Co
Maine
$7K

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.