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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
NSIM
201
North Star Investment Management
Illinois
$7K
OPS
202
Orion Portfolio Solutions
Nebraska
$7K
SCA
203
Stonebridge Capital Advisors
Minnesota
$7K
ADL
204
Asset Dedication LLC
California
$6K
S
205
SignatureFD
Georgia
$6K
GT
206
Glenmede Trust
Pennsylvania
$5K
HWM
207
HighMark Wealth Management
Minnesota
$5K
SJIM
208
St. Johns Investment Management
Florida
$5K
TF
209
TimeScale Financial
Massachusetts
$5K
GAM
210
Gemmer Asset Management
California
$5K +$1.67K +56 +60%
CCA
211
Column Capital Advisors
Indiana
$4K
LC
212
Lindbrook Capital
California
$4K +$4.99K +167 New
WFMPM
213
Woodley Farra Manion Portfolio Management
Indiana
$3K
BFC
214
Bedel Financial Consulting
Indiana
$2K
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$2K
RFA
216
Reilly Financial Advisors
California
$2K
VFA
217
Valeo Financial Advisors
Indiana
$2K
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$2K +$2.33K +78 New
CFFP
219
Center for Financial Planning
Michigan
$1K
LFG
220
LifePlan Financial Group
Ohio
$1K
AT
221
Arden Trust
Delaware
$1K +$1.55K +52 New
CFG
222
Citizens Financial Group
Rhode Island
$1K +$1.61K +54 New
SFM
223
Soros Fund Management
New York
-$31.9M -1,030,000 Closed
Jacobs Levy Equity Management
224
Jacobs Levy Equity Management
New Jersey
-$9.57M -309,243 Closed
Marshall Wace
225
Marshall Wace
United Kingdom
-$7.1M -229,320 Closed

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.