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Edgewell Personal Care

225 hedge funds and large institutions have $1.27B invested in Edgewell Personal Care in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 82 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $7.14M

3.68% more ownership

Funds ownership: 93.81%97.49% (+3.7%)

8% less funds holding

Funds holding: 245225 (-20)

19% less capital invested

Capital invested by funds: $1.57B → $1.27B (-$296M)

28% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 82

38% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 48

Holders
225
Holders Change
-20
Holders Change %
-8.16%
% of All Funds
4.96%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
59
Reduced
82
Closed
48
Calls
$26.3M
Puts
$7.14M
Net Calls
+$19.1M
Net Calls Change
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$150M -$3.05M -102,098 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$148M +$15.5M +517,349 +9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$93.3M -$53.7M -1,798,012 -32%
Victory Capital Management
4
Victory Capital Management
Texas
$78.1M +$94.7M +3,170,545 +4,253%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$65.4M -$5.75M -192,325 -7%
GI
6
GAMCO Investors
Connecticut
$58.5M +$9.23M +308,814 +15%
APG Asset Management
7
APG Asset Management
Netherlands
$43M
State Street
8
State Street
Massachusetts
$42.6M -$875K -29,272 -2%
Goldman Sachs
9
Goldman Sachs
New York
$33.9M +$32.6M +1,091,928 +346%
TCG
10
Tremblant Capital Group
Florida
$33.9M +$9M +301,323 +27%
GF
11
Gabelli Funds
New York
$30.3M +$8.1M +271,059 +27%
BIP
12
Brandes Investment Partners
California
$24.5M -$1.7M -56,898 -5%
Wells Fargo
13
Wells Fargo
California
$23M +$23.9M +801,272 +514%
Northern Trust
14
Northern Trust
Illinois
$20.8M +$15.2K +510 +0.1%
AC
15
Armistice Capital
New York
$19.3M +$23.9M +800,000 New
Prudential Financial
16
Prudential Financial
New Jersey
$18.6M -$15.4M -515,995 -40%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$18.4M +$1.11M +37,163 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$17.1M +$357K +11,966 +2%
Charles Schwab
19
Charles Schwab
California
$16.8M +$2.33M +78,116 +13%
American Century Companies
20
American Century Companies
Missouri
$14.8M +$18.4M +615,301 New
FG
21
Formula Growth
Quebec, Canada
$14.5M +$11.3M +377,730 +168%
Norges Bank
22
Norges Bank
Norway
$13.7M +$520K +17,396 +3%
CCM
23
Candlestick Capital Management
Connecticut
$12.6M +$15.7M +525,000 New
PAMP
24
Polar Asset Management Partners
Ontario, Canada
$12.1M +$15M +502,400 New
JP Morgan Chase
25
JP Morgan Chase
New York
$12M +$10.6M +354,799 +250%

EPC Hedge Fund Activity: Q1 2020 in Review

225 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q1 2020, worth a combined $1.27B — down 19% from $1.57B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of EPC and 30 opened new positions — a net loss of 18 holders — while 82 trimmed existing stakes and 59 added.

The largest buyer was Victory Capital Management, adding an estimated $94.7M. The largest seller was Fidelity Investments, cutting an estimated $53.7M.

  • 225 institutional investors held Edgewell Personal Care (EPC) as of Q1 2020, down from 245 in Q4 2019.
  • Funds reported $1.27B of Edgewell Personal Care stock for Q1 2020, down 19% quarter-over-quarter.
  • 30 funds opened new Edgewell Personal Care positions in Q1 2020 and 48 closed out, a net change of -18 holders.
  • The largest Edgewell Personal Care buyer in Q1 2020 was Victory Capital Management, an estimated $94.7M added.
  • The largest Edgewell Personal Care seller in Q1 2020 was Fidelity Investments, an estimated $53.7M sold.

Based on aggregated 13F filings for Q1 2020.