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Edgewell Personal Care

247 hedge funds and large institutions have $2.25B invested in Edgewell Personal Care in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

23% more capital invested

Capital invested by funds: $1.83B → $2.25B (+$417M)

5% more funds holding

Funds holding: 236247 (+11)

1% less call options, than puts

Call options by funds: $1.63M | Put options by funds: $1.65M

2.36% less ownership

Funds ownership: 93.25%90.89% (-2.4%)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 99

Holders
247
Holders Change
+11
Holders Change %
+4.66%
% of All Funds
3.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
65
Reduced
99
Closed
25
Calls
$1.63M
Puts
$1.65M
Net Calls
-$22K
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
176
Simplex Trading
Illinois
$185K +$13.4K +333 +9%
DSC
177
Duncker Streett & Co
Missouri
$174K -$32.3K -800 -17%
Barrow, Hanley, Mewhinney & Strauss
178
Barrow, Hanley, Mewhinney & Strauss
Texas
$174K +$132K +3,277 +609%
DekaBank Deutsche Girozentrale
179
DekaBank Deutsche Girozentrale
Germany
$162K
SBL
180
Sargent Bickham Lagudis
Colorado
$142K
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$139K -$20.2K -500 -14%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$136K +$120K +2,975 New
SOW
183
State of Wyoming
Wyoming
$102K +$90.5K +2,242 New
UB
184
UMB Bank
Missouri
$101K +$89.5K +2,219 New
AP
185
Atwood & Palmer
Missouri
$91K
PFBT
186
Parkside Financial Bank & Trust
Missouri
$82K +$1.49K +37 +2%
AWM
187
Avior Wealth Management
Nebraska
$70K -$62.1K -1,538 -50%
KPCM
188
Kings Point Capital Management
New York
$68K
PI
189
PineBridge Investments
New York
$64K +$56.5K +1,400 New
Osaic Holdings
190
Osaic Holdings
Arizona
$61K -$47.3K -1,172 -47%
MRCM
191
M&R Capital Management
New Jersey
$59K
MC
192
Maverick Capital
Texas
$48K -$5.53M -136,990 -99%
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$37K +$8.84K +219 +37%
Macquarie Group
194
Macquarie Group
Australia
$36K
SPIA
195
Steward Partners Investment Advisory
New York
$30K
QT
196
Quantbot Technologies
New York
$30K +$26.8K +663 New
SWA
197
Sutton Wealth Advisors
Florida
$29.2K -$5.29K -131 -17%
SFG
198
Steward Financial Group
Texas
$28K +$25.5K +633 New
CWM
199
CarsonAllaria Wealth Management
Illinois
$26K +$23.4K +579 New
IRC
200
Investors Research Corp
Georgia
$23K

EPC Hedge Fund Activity: Q4 2021 in Review

247 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2021, worth a combined $2.25B — up 23% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EPC positions and 25 closed out — a net gain of 12 holders — while 65 added to existing stakes and 99 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $11.3M. The largest seller was Wells Fargo, cutting an estimated $24.6M.

  • 247 institutional investors held Edgewell Personal Care (EPC) as of Q4 2021, up from 236 in Q3 2021.
  • Funds reported $2.25B of Edgewell Personal Care stock for Q4 2021, up 23% quarter-over-quarter.
  • 37 funds opened new Edgewell Personal Care positions in Q4 2021 and 25 closed out, a net change of +12 holders.
  • The largest Edgewell Personal Care buyer in Q4 2021 was Jacobs Levy Equity Management, an estimated $11.3M added.
  • The largest Edgewell Personal Care seller in Q4 2021 was Wells Fargo, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2021.