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Edgewell Personal Care

220 hedge funds and large institutions have $1.69B invested in Edgewell Personal Care in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 97 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.4% less ownership

Funds ownership: 94.42%92.02% (-2.4%)

5% less funds holding

Funds holding: 231220 (-11)

9% less capital invested

Capital invested by funds: $1.87B → $1.69B (-$177M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

39% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 97

84% less call options, than puts

Call options by funds: $362K | Put options by funds: $2.23M

Holders
220
Holders Change
-11
Holders Change %
-4.76%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
59
Reduced
97
Closed
25
Calls
$362K
Puts
$2.23M
Net Calls
-$1.86M
Net Calls Change
-$475K
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
201
Blue Trust Inc
Georgia
$4K +$3.81K +106 New
Bessemer Group
202
Bessemer Group
New Jersey
$3K
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$3K
NSIM
204
North Star Investment Management
Illinois
$3K
HI
205
Harbour Investments
Wisconsin
$3K +$3.6K +100 New
C
206
Covestor
United Kingdom
$2K +$576 +16 +40%
WWP
207
WR Wealth Planners
Missouri
$1.47K
Federated Hermes
208
Federated Hermes
Pennsylvania
$1K -$15K -417 -93%
MFC
209
Mechanics Financial Corp
Ohio
$1K -$7.88K -219 -90%
JWA
210
JFS Wealth Advisors
Pennsylvania
$1K -$144 -4 -10%
AF
211
Allworth Financial
California
$1K
CFFP
212
Center for Financial Planning
Michigan
$1K
PFA
213
Professional Financial Advisors
Nebraska
$1K
S
214
SignatureFD
Georgia
$1K +$180 +5 +24%
SC
215
Schubert & Co
Texas
$1K +$504 +14 +127%
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$499 -$371K -10,314 -42%
SWA
217
Sutton Wealth Advisors
Florida
$345 +$360 +10 New
Axa
218
Axa
France
-$1.83M -49,800 Closed
Citadel Advisors
219
Citadel Advisors
Florida
-$1.61M -44,808 Closed
BHCM
220
Boulder Hill Capital Management
New York
-$1.54M -42,000 Closed
RJA
221
Raymond James & Associates
Florida
-$396K -10,812 Closed
KeyBank National Association
222
KeyBank National Association
Ohio
-$387K -10,558 Closed
Two Sigma Advisers
223
Two Sigma Advisers
New York
-$363K -9,900 Closed
PA
224
Profund Advisors
Maryland
-$275K -7,508 Closed
MMA
225
Miracle Mile Advisors
California
-$275K -7,486 Closed

EPC Hedge Fund Activity: Q2 2022 in Review

220 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q2 2022, worth a combined $1.69B — down 9.5% from $1.87B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of EPC and 20 opened new positions — a net loss of 5 holders — while 97 trimmed existing stakes and 59 added.

The largest buyer was Fidelity Investments, adding an estimated $11.9M. The largest seller was Victory Capital Management, cutting an estimated $61.1M.

  • 220 institutional investors held Edgewell Personal Care (EPC) as of Q2 2022, down from 231 in Q1 2022.
  • Funds reported $1.69B of Edgewell Personal Care stock for Q2 2022, down 9.5% quarter-over-quarter.
  • 20 funds opened new Edgewell Personal Care positions in Q2 2022 and 25 closed out, a net change of -5 holders.
  • The largest Edgewell Personal Care buyer in Q2 2022 was Fidelity Investments, an estimated $11.9M added.
  • The largest Edgewell Personal Care seller in Q2 2022 was Victory Capital Management, an estimated $61.1M sold.

Based on aggregated 13F filings for Q2 2022.