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Edgewell Personal Care

245 hedge funds and large institutions have $1.57B invested in Edgewell Personal Care in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

871% more call options, than puts

Call options by funds: $53.4M | Put options by funds: $5.5M

64% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 28

5% more funds holding

Funds holding: 233245 (+12)

4% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 75

5.77% less ownership

Funds ownership: 99.58%93.81% (-5.8%)

10% less capital invested

Capital invested by funds: $1.75B → $1.57B (-$177M)

Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
4.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
72
Reduced
75
Closed
28
Calls
$53.4M
Puts
$5.5M
Net Calls
+$47.9M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$196M +$1.57M +48,552 +0.8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$176M -$25.3M -782,663 -12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$174M +$1.6M +49,710 +0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$90.1M -$12.6M -390,804 -12%
GI
5
GAMCO Investors
Connecticut
$65.7M +$6.4M +198,197 +10%
State Street
6
State Street
Massachusetts
$55.6M -$217K -6,739 -0.4%
APG Asset Management
7
APG Asset Management
Netherlands
$49.3M
Prudential Financial
8
Prudential Financial
New Jersey
$39.9M -$5.07M -157,251 -11%
TCG
9
Tremblant Capital Group
Florida
$34.2M +$20.3M +628,700 +132%
BIP
10
Brandes Investment Partners
California
$33.2M -$471K -14,595 -1%
SFM
11
Soros Fund Management
New York
$31.9M +$1.29M +40,000 +4%
GF
12
Gabelli Funds
New York
$30.6M +$1.46M +45,310 +5%
Northern Trust
13
Northern Trust
Illinois
$26.7M -$43.7K -1,355 -0.2%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$26.2M -$130M -4,020,157 -83%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$22.6M +$341K +10,557 +1%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$22.1M +$12.2M +376,542 +112%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$21.6M +$678K +21,000 +3%
Citadel Advisors
18
Citadel Advisors
Florida
$20M +$2.96M +91,619 +17%
Charles Schwab
19
Charles Schwab
California
$19.1M +$855K +26,498 +4%
Norges Bank
20
Norges Bank
Norway
$17.1M +$1.46M +45,231 +9%
Millennium Management
21
Millennium Management
New York
$13.1M +$12.5M +386,174 +1,093%
ICOM
22
Investment Counselors of Maryland
Maryland
$11.4M +$205K +6,345 +2%
RCAMU
23
Rothschild & Co Asset Management US
Connecticut
$10.7M -$1.32M -40,875 -11%
Bank of America
24
Bank of America
North Carolina
$10.3M -$620K -19,209 -5%
DZ Bank
25
DZ Bank
Germany
$10.2M -$8.35M -258,636 -44%

EPC Hedge Fund Activity: Q4 2019 in Review

245 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2019, worth a combined $1.57B — down 10% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new EPC positions and 28 closed out — a net gain of 18 holders — while 72 added to existing stakes and 75 trimmed.

The largest buyer was Tremblant Capital Group, adding an estimated $20.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $130M.

  • 245 institutional investors held Edgewell Personal Care (EPC) as of Q4 2019, up from 233 in Q3 2019.
  • Funds reported $1.57B of Edgewell Personal Care stock for Q4 2019, down 10% quarter-over-quarter.
  • 46 funds opened new Edgewell Personal Care positions in Q4 2019 and 28 closed out, a net change of +18 holders.
  • The largest Edgewell Personal Care buyer in Q4 2019 was Tremblant Capital Group, an estimated $20.3M added.
  • The largest Edgewell Personal Care seller in Q4 2019 was T. Rowe Price Associates, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2019.