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Edgewell Personal Care

247 hedge funds and large institutions have $2.25B invested in Edgewell Personal Care in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

23% more capital invested

Capital invested by funds: $1.83B → $2.25B (+$417M)

5% more funds holding

Funds holding: 236247 (+11)

1% less call options, than puts

Call options by funds: $1.63M | Put options by funds: $1.65M

2.36% less ownership

Funds ownership: 93.25%90.89% (-2.4%)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 99

Holders
247
Holders Change
+11
Holders Change %
+4.66%
% of All Funds
3.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
65
Reduced
99
Closed
25
Calls
$1.63M
Puts
$1.65M
Net Calls
-$22K
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
201
Salem Investment Counselors
North Carolina
$23K
TRCT
202
Tower Research Capital (TRC)
New York
$22K -$413K -10,224 -96%
ME
203
McIlrath & Eck
Washington
$22K
VI
204
Vestcor Inc
New Brunswick, Canada
$21K +$18.4K +456 New
PHK
205
Point72 Hong Kong
Hong Kong
$20K -$68.7K -1,703 -80%
PO
206
Private Ocean
California
$20K
TCM
207
Tradewinds Capital Management
Washington
$19K
Lazard Asset Management
208
Lazard Asset Management
New York
$18K
HPC
209
HM Payson & Co
Maine
$14K
TF
210
TimeScale Financial
Massachusetts
$11K +$81 +2 +0.8%
MFC
211
Mechanics Financial Corp
Ohio
$11K +$9.76K +242 New
HWM
212
HighMark Wealth Management
Minnesota
$10K
TWA
213
TCI Wealth Advisors
Arizona
$10K +$5K +124 +122%
VCM
214
Versant Capital Management
Arizona
$9K -$5.85K -145 -43%
SJIM
215
St. Johns Investment Management
Florida
$9K
FHA
216
First Horizon Advisors
Tennessee
$8K +$4.48K +111 +146%
BFEC
217
Benjamin F. Edwards & Company
Missouri
$7K
PGAM
218
Princeton Global Asset Management
New Jersey
$7K
EWA
219
EverSource Wealth Advisors
Alabama
$6K +$5.29K +131 New
PP
220
PFS Partners
New Jersey
$5.9K +$5.21K +129 New
HI
221
Harbour Investments
Wisconsin
$5K -$5.53K -137 -58%
BFC
222
Bedel Financial Consulting
Indiana
$5K
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$5K
GAM
224
Gemmer Asset Management
California
$5K
GWM
225
Geneos Wealth Management
Colorado
$5K

EPC Hedge Fund Activity: Q4 2021 in Review

247 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2021, worth a combined $2.25B — up 23% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EPC positions and 25 closed out — a net gain of 12 holders — while 65 added to existing stakes and 99 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $11.3M. The largest seller was Wells Fargo, cutting an estimated $24.6M.

  • 247 institutional investors held Edgewell Personal Care (EPC) as of Q4 2021, up from 236 in Q3 2021.
  • Funds reported $2.25B of Edgewell Personal Care stock for Q4 2021, up 23% quarter-over-quarter.
  • 37 funds opened new Edgewell Personal Care positions in Q4 2021 and 25 closed out, a net change of +12 holders.
  • The largest Edgewell Personal Care buyer in Q4 2021 was Jacobs Levy Equity Management, an estimated $11.3M added.
  • The largest Edgewell Personal Care seller in Q4 2021 was Wells Fargo, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2021.