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Edgewell Personal Care
EPC

228 hedge funds and large institutions have $1.8B invested in Edgewell Personal Care in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 83 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

38% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $8.16M

25% more capital invested

Capital invested by funds: $1.44B → $1.8B (+$360M)

9% more funds holding

Funds holding: 210 → 228 (+18)

0.65% more ownership

Funds ownership: 95.7% → 96.36% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

27% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 83

Holders
228
Holders Change
+18
Holders Change %
+8.57%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
61
Reduced
83
Closed
19
Calls
$11.3M
Puts
$8.16M
Net Calls
+$3.11M
Net Calls Change
+$176K

Top Buyers

1
TCG
Tremblant Capital Group
Florida
+$30.9M
2
Victory Capital Management
Victory Capital Management
Texas
+$20.5M
3
WA
Wasatch Advisors
Utah
+$16.3M
4
WP
Woodline Partners
California
+$13.8M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$8.07M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$49.6M
2
AC
Armistice Capital
New York
-$24.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$11.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$6.29M
5
FG
Formula Growth
Quebec, Canada
-$4.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
201
Salem Investment Counselors
North Carolina
$17K – – –
PO
202
Private Ocean
California
$15K – – –
TCM
203
Tradewinds Capital Management
Washington
$14K – – –
GAM
204
Gemmer Asset Management
California
$13K +$2.66K +82 +33%
WT
205
Washington Trust
Rhode Island
$11K +$9.9K +305 New
ICP
206
Interchange Capital Partners
Pennsylvania
$11K +$10.6K +326 New
HPC
207
HM Payson & Co
Maine
$10K – – –
ADL
208
Asset Dedication LLC
California
$8K – – –
TF
209
TimeScale Financial
Massachusetts
$8K – – –
HWM
210
HighMark Wealth Management
Minnesota
$7K – – –
RWA
211
Ropes Wealth Advisors
Massachusetts
$7K – – –
SJIM
212
St. Johns Investment Management
Florida
$7K – – –
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.54K +140 New
BFEC
214
Benjamin F. Edwards & Company
Missouri
$5K +$4.93K +152 New
AIG
215
American International Group
New York
$4.46K -$79.6K -2,454 -2%
BFC
216
Bedel Financial Consulting
Indiana
$4K – – –
NSIM
217
North Star Investment Management
Illinois
$3K -$6.49K -200 -67%
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
QCG
219
Quadrant Capital Group
Ohio
$2K – – –
S
220
SignatureFD
Georgia
$2K – – –
VFA
221
Valeo Financial Advisors
Indiana
$2K – – –
CG
222
Cutler Group
California
$1K -$16.2K -500 -95%
LC
223
Lindbrook Capital
California
$1K -$4.71K -145 -87%
CFFP
224
Center for Financial Planning
Michigan
$1K – – –
CAM
225
ClariVest Asset Management
California
$1K – – –
6 7 8
9
10

EPC Hedge Fund Activity: Q4 2020 in Review

228 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2020, worth a combined $1.8B — up 25% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EPC positions and 19 closed out — a net gain of 19 holders — while 61 added to existing stakes and 83 trimmed.

The largest buyer was Tremblant Capital Group, adding an estimated $30.9M. The largest seller was Fidelity Investments, cutting an estimated $49.6M.

  • 228 institutional investors held Edgewell Personal Care (EPC) as of Q4 2020, up from 210 in Q3 2020.
  • Funds reported $1.8B of Edgewell Personal Care stock for Q4 2020, up 25% quarter-over-quarter.
  • 38 funds opened new Edgewell Personal Care positions in Q4 2020 and 19 closed out, a net change of +19 holders.
  • The largest Edgewell Personal Care buyer in Q4 2020 was Tremblant Capital Group, an estimated $30.9M added.
  • The largest Edgewell Personal Care seller in Q4 2020 was Fidelity Investments, an estimated $49.6M sold.

Based on aggregated 13F filings for Q4 2020.