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Edgewell Personal Care

220 hedge funds and large institutions have $1.69B invested in Edgewell Personal Care in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 97 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.4% less ownership

Funds ownership: 94.42%92.02% (-2.4%)

5% less funds holding

Funds holding: 231220 (-11)

9% less capital invested

Capital invested by funds: $1.87B → $1.69B (-$177M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

39% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 97

84% less call options, than puts

Call options by funds: $362K | Put options by funds: $2.23M

Holders
220
Holders Change
-11
Holders Change %
-4.76%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
59
Reduced
97
Closed
25
Calls
$362K
Puts
$2.23M
Net Calls
-$1.86M
Net Calls Change
-$475K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
176
PineBridge Investments
New York
$23K +$20K +556 +556%
PHK
177
Point72 Hong Kong
Hong Kong
$23K +$24.3K +676 New
SPIA
178
Steward Partners Investment Advisory
New York
$22K
SFG
179
Steward Financial Group
Texas
$22K +$1.01K +28 +4%
IRC
180
Investors Research Corp
Georgia
$17K
ME
181
McIlrath & Eck
Washington
$17K
SIC
182
Salem Investment Counselors
North Carolina
$17K
PO
183
Private Ocean
California
$15K
AA
184
Ancora Advisors
Ohio
$14K -$4.23M -117,542 -100%
Lazard Asset Management
185
Lazard Asset Management
New York
$14K +$15.4K +427 New
EWA
186
EverSource Wealth Advisors
Alabama
$13K +$3.63K +101 +38%
Barrow, Hanley, Mewhinney & Strauss
187
Barrow, Hanley, Mewhinney & Strauss
Texas
$11K
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$11K +$12.2K +338 New
HPC
189
HM Payson & Co
Maine
$10K
TF
190
TimeScale Financial
Massachusetts
$9K +$36 +1 +0.4%
QCG
191
Quadrant Capital Group
Ohio
$9K +$7.59K +211 +340%
HWM
192
HighMark Wealth Management
Minnesota
$7K
SJIM
193
St. Johns Investment Management
Florida
$7K
VCM
194
Versant Capital Management
Arizona
$7K +$108 +3 +2%
BFEC
195
Benjamin F. Edwards & Company
Missouri
$5K
PGAM
196
Princeton Global Asset Management
New Jersey
$5K
PP
197
PFS Partners
New Jersey
$4.49K +$36 +1 +0.8%
TWA
198
TCI Wealth Advisors
Arizona
$4K -$324 -9 -8%
GWM
199
Geneos Wealth Management
Colorado
$4K
LC
200
Lindbrook Capital
California
$4K +$3.56K +99 +450%

EPC Hedge Fund Activity: Q2 2022 in Review

220 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q2 2022, worth a combined $1.69B — down 9.5% from $1.87B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of EPC and 20 opened new positions — a net loss of 5 holders — while 97 trimmed existing stakes and 59 added.

The largest buyer was Fidelity Investments, adding an estimated $11.9M. The largest seller was Victory Capital Management, cutting an estimated $61.1M.

  • 220 institutional investors held Edgewell Personal Care (EPC) as of Q2 2022, down from 231 in Q1 2022.
  • Funds reported $1.69B of Edgewell Personal Care stock for Q2 2022, down 9.5% quarter-over-quarter.
  • 20 funds opened new Edgewell Personal Care positions in Q2 2022 and 25 closed out, a net change of -5 holders.
  • The largest Edgewell Personal Care buyer in Q2 2022 was Fidelity Investments, an estimated $11.9M added.
  • The largest Edgewell Personal Care seller in Q2 2022 was Victory Capital Management, an estimated $61.1M sold.

Based on aggregated 13F filings for Q2 2022.