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Edgewell Personal Care

210 hedge funds and large institutions have $1.44B invested in Edgewell Personal Care in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 92 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $7.26M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.55% less ownership

Funds ownership: 97.26%95.7% (-1.6%)

7% less funds holding

Funds holding: 225210 (-15)

12% less capital invested

Capital invested by funds: $1.64B → $1.44B (-$198M)

38% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 37

50% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 92

Holders
210
Holders Change
-15
Holders Change %
-6.67%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
46
Reduced
92
Closed
37
Calls
$10.2M
Puts
$7.26M
Net Calls
+$2.93M
Net Calls Change
-$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
176
M&R Capital Management
New Jersey
$36K
ASN
177
Advisory Services Network
Georgia
$29K +$31.3K +1,057 New
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$28K
TWA
179
TCI Wealth Advisors
Arizona
$28K
EFSCE
180
Enterprise Financial Services Corp (EFSC)
Missouri
$24K
WTC
181
WhitTier Trust Company
Nevada
$22K
SPIA
182
Steward Partners Investment Advisory
New York
$18K
CG
183
Cutler Group
California
$14K -$317K -10,679 -95%
IRC
184
Investors Research Corp
Georgia
$14K
SIC
185
Salem Investment Counselors
North Carolina
$14K
PO
186
Private Ocean
California
$12K
TCM
187
Tradewinds Capital Management
Washington
$11K
GAM
188
Gemmer Asset Management
California
$9K +$119 +4 +2%
HPC
189
HM Payson & Co
Maine
$8K
NSIM
190
North Star Investment Management
Illinois
$8K
ADL
191
Asset Dedication LLC
California
$7K
TF
192
TimeScale Financial
Massachusetts
$7K
AAMU
193
Amundi Asset Management US
Massachusetts
$6K -$316K -10,648 -98%
RWA
194
Ropes Wealth Advisors
Massachusetts
$6K -$11.9K -400 -67%
HWM
195
HighMark Wealth Management
Minnesota
$6K
SJIM
196
St. Johns Investment Management
Florida
$6K
GT
197
Glenmede Trust
Pennsylvania
$5K -$3.83K -129 -42%
LC
198
Lindbrook Capital
California
$5K
JWM
199
Jeppson Wealth Management
California
$4K +$4K +135 New
BFC
200
Bedel Financial Consulting
Indiana
$3K

EPC Hedge Fund Activity: Q3 2020 in Review

210 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2020, worth a combined $1.44B — down 12% from $1.64B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of EPC and 23 opened new positions — a net loss of 14 holders — while 92 trimmed existing stakes and 46 added.

The largest buyer was Russell Investments Group, adding an estimated $52.5M. The largest seller was Tremblant Capital Group, cutting an estimated $30.3M.

  • 210 institutional investors held Edgewell Personal Care (EPC) as of Q3 2020, down from 225 in Q2 2020.
  • Funds reported $1.44B of Edgewell Personal Care stock for Q3 2020, down 12% quarter-over-quarter.
  • 23 funds opened new Edgewell Personal Care positions in Q3 2020 and 37 closed out, a net change of -14 holders.
  • The largest Edgewell Personal Care buyer in Q3 2020 was Russell Investments Group, an estimated $52.5M added.
  • The largest Edgewell Personal Care seller in Q3 2020 was Tremblant Capital Group, an estimated $30.3M sold.

Based on aggregated 13F filings for Q3 2020.