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Edgewell Personal Care

214 hedge funds and large institutions have $1.84B invested in Edgewell Personal Care in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 94 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

9% more capital invested

Capital invested by funds: $1.69B → $1.84B (+$149M)

2.89% more ownership

Funds ownership: 92.02%94.91% (+2.9%)

3% less funds holding

Funds holding: 220214 (-6)

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

38% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 94

94% less call options, than puts

Call options by funds: $655K | Put options by funds: $11.6M

Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
58
Reduced
94
Closed
26
Calls
$655K
Puts
$11.6M
Net Calls
-$10.9M
Net Calls Change
-$9.04M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
176
McIlrath & Eck
Washington
$18K
SWA
177
Sutton Wealth Advisors
Florida
$17.8K +$18.2K +466 +4,660%
BTI
178
Blue Trust Inc
Georgia
$17K +$15.3K +392 +370%
PO
179
Private Ocean
California
$16K
AA
180
Ancora Advisors
Ohio
$15K
EWA
181
EverSource Wealth Advisors
Alabama
$14K
WFA
182
Wipfli Financial Advisors
Wisconsin
$14K +$14.2K +365 New
AF
183
Allworth Financial
California
$13K +$12.2K +313 +978%
HPC
184
HM Payson & Co
Maine
$11K
Barrow, Hanley, Mewhinney & Strauss
185
Barrow, Hanley, Mewhinney & Strauss
Texas
$10K -$1.52K -39 -12%
VCM
186
Versant Capital Management
Arizona
$10K +$2.65K +68 +35%
TF
187
TimeScale Financial
Massachusetts
$9K
HWM
188
HighMark Wealth Management
Minnesota
$8K
SJIM
189
St. Johns Investment Management
Florida
$7K
BFEC
190
Benjamin F. Edwards & Company
Missouri
$6K
PGAM
191
Princeton Global Asset Management
New Jersey
$6K
LC
192
Lindbrook Capital
California
$5K +$195 +5 +4%
TWA
193
TCI Wealth Advisors
Arizona
$5K +$936 +24 +24%
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$5K +$1.36K +35 +35%
PP
195
PFS Partners
New Jersey
$4.88K +$39 +1 +0.8%
NSIM
196
North Star Investment Management
Illinois
$4K
HI
197
Harbour Investments
Wisconsin
$3K
C
198
Covestor
United Kingdom
$2K -$468 -12 -21%
Federated Hermes
199
Federated Hermes
Pennsylvania
$2K +$624 +16 +53%
JWA
200
JFS Wealth Advisors
Pennsylvania
$2K +$858 +22 +63%

EPC Hedge Fund Activity: Q3 2022 in Review

214 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2022, worth a combined $1.84B — up 8.8% from $1.69B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of EPC and 21 opened new positions — a net loss of 5 holders — while 94 trimmed existing stakes and 58 added.

The largest buyer was Banco Santander, opening a new position worth an estimated $88.7M. The largest seller was BlackRock, cutting an estimated $15.5M.

  • 214 institutional investors held Edgewell Personal Care (EPC) as of Q3 2022, down from 220 in Q2 2022.
  • Funds reported $1.84B of Edgewell Personal Care stock for Q3 2022, up 8.8% quarter-over-quarter.
  • 21 funds opened new Edgewell Personal Care positions in Q3 2022 and 26 closed out, a net change of -5 holders.
  • The largest Edgewell Personal Care buyer in Q3 2022 was Banco Santander, an estimated $88.7M added.
  • The largest Edgewell Personal Care seller in Q3 2022 was BlackRock, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2022.