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Edgewell Personal Care

236 hedge funds and large institutions have $1.83B invested in Edgewell Personal Care in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 59 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $2.88M

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

6% more funds holding

Funds holding: 222236 (+14)

3.06% less ownership

Funds ownership: 96.31%93.25% (-3.1%)

20% less capital invested

Capital invested by funds: $2.28B → $1.83B (-$453M)

30% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 84

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
236
Holders Change
+14
Holders Change %
+6.31%
% of All Funds
4.13%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
59
Reduced
84
Closed
24
Calls
$13.3M
Puts
$2.88M
Net Calls
+$10.4M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$22K +$3.29K +80 +15%
Barrow, Hanley, Mewhinney & Strauss
202
Barrow, Hanley, Mewhinney & Strauss
Texas
$20K
IRC
203
Investors Research Corp
Georgia
$18K
SIC
204
Salem Investment Counselors
North Carolina
$18K
ME
205
McIlrath & Eck
Washington
$18K +$20.2K +492 New
PO
206
Private Ocean
California
$16K
TCM
207
Tradewinds Capital Management
Washington
$15K
Lazard Asset Management
208
Lazard Asset Management
New York
$14K +$16.3K +396 New
VCM
209
Versant Capital Management
Arizona
$12K -$8.67K -211 -38%
HPC
210
HM Payson & Co
Maine
$11K
HI
211
Harbour Investments
Wisconsin
$9K
TF
212
TimeScale Financial
Massachusetts
$9K
HWM
213
HighMark Wealth Management
Minnesota
$8K
SJIM
214
St. Johns Investment Management
Florida
$7K
BFEC
215
Benjamin F. Edwards & Company
Missouri
$6K
PGAM
216
Princeton Global Asset Management
New Jersey
$6K +$6.41K +156 New
MAM
217
Meeder Asset Management
Ohio
$5K -$4.93K -120 -45%
HMS
218
Hanseatic Management Services
New Mexico
$5K
GAM
219
Gemmer Asset Management
California
$4K -$9.41K -229 -70%
BFC
220
Bedel Financial Consulting
Indiana
$4K
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$4K
GWM
222
Geneos Wealth Management
Colorado
$4K
NSIM
223
North Star Investment Management
Illinois
$4K
TWA
224
TCI Wealth Advisors
Arizona
$4K +$1.44K +35 +52%
S
225
SignatureFD
Georgia
$3K

EPC Hedge Fund Activity: Q3 2021 in Review

236 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2021, worth a combined $1.83B — down 20% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EPC positions and 24 closed out — a net gain of 16 holders — while 59 added to existing stakes and 84 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $42.2M. The largest seller was Russell Investments Group, cutting an estimated $45.6M.

  • 236 institutional investors held Edgewell Personal Care (EPC) as of Q3 2021, up from 222 in Q2 2021.
  • Funds reported $1.83B of Edgewell Personal Care stock for Q3 2021, down 20% quarter-over-quarter.
  • 40 funds opened new Edgewell Personal Care positions in Q3 2021 and 24 closed out, a net change of +16 holders.
  • The largest Edgewell Personal Care buyer in Q3 2021 was William Blair Investment Management, an estimated $42.2M added.
  • The largest Edgewell Personal Care seller in Q3 2021 was Russell Investments Group, an estimated $45.6M sold.

Based on aggregated 13F filings for Q3 2021.