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Edgewell Personal Care

225 hedge funds and large institutions have $1.64B invested in Edgewell Personal Care in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 79 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $8.28M

29% more capital invested

Capital invested by funds: $1.27B → $1.64B (+$366M)

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0% more funds holding

Funds holding: 225225 (0)

0.24% less ownership

Funds ownership: 97.49%97.26% (-0.24%)

22% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 79

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
225
Holders Change
Holders Change %
0%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
62
Reduced
79
Closed
32
Calls
$14.3M
Puts
$8.28M
Net Calls
+$6.06M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$192M -$1.62M -57,827 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$189M -$2M -71,259 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$143M +$19.6M +699,828 +18%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$83.6M -$975K -34,810 -1%
GI
5
GAMCO Investors
Connecticut
$64.9M -$9.78M -349,309 -14%
Victory Capital Management
6
Victory Capital Management
Texas
$61.2M -$35.9M -1,281,758 -39%
State Street
7
State Street
Massachusetts
$54.3M -$684K -24,409 -1%
APG Asset Management
8
APG Asset Management
Netherlands
$49.9M +$361K +12,899 +0.7%
LSV Asset Management
9
LSV Asset Management
Illinois
$42M +$35.5M +1,269,124 +1,633%
TCG
10
Tremblant Capital Group
Florida
$41.4M -$2.23M -79,503 -6%
American Century Companies
11
American Century Companies
Missouri
$40.1M +$18.8M +671,214 +109%
GF
12
Gabelli Funds
New York
$39M -$162K -5,800 -0.5%
BIP
13
Brandes Investment Partners
California
$37.5M +$5.28M +188,383 +19%
Wells Fargo
14
Wells Fargo
California
$29.7M -$83.9K -2,996 -0.3%
Northern Trust
15
Northern Trust
Illinois
$27.7M +$765K +27,320 +3%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$25.1M +$9.45M +337,248 +72%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$24.6M +$689K +24,586 +3%
Prudential Financial
18
Prudential Financial
New Jersey
$23.8M -$197K -7,028 -0.9%
Norges Bank
19
Norges Bank
Norway
$22.7M +$4.43M +158,248 +28%
Goldman Sachs
20
Goldman Sachs
New York
$22.1M -$19.6M -699,112 -50%
AC
21
Armistice Capital
New York
$21.8M -$2.8M -100,000 -13%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$21.7M -$413K -14,743 -2%
Charles Schwab
23
Charles Schwab
California
$20.3M -$1.27M -45,258 -7%
JP Morgan Chase
24
JP Morgan Chase
New York
$18M +$2.26M +80,558 +16%
ICOM
25
Investment Counselors of Maryland
Maryland
$16.6M +$979K +34,956 +7%

EPC Hedge Fund Activity: Q2 2020 in Review

225 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q2 2020, worth a combined $1.64B — up 29% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EPC positions and 32 closed out — a net gain of 1 holder — while 62 added to existing stakes and 79 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $35.5M. The largest seller was Victory Capital Management, cutting an estimated $35.9M.

  • 225 institutional investors held Edgewell Personal Care (EPC) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $1.64B of Edgewell Personal Care stock for Q2 2020, up 29% quarter-over-quarter.
  • 33 funds opened new Edgewell Personal Care positions in Q2 2020 and 32 closed out, a net change of +1 holder.
  • The largest Edgewell Personal Care buyer in Q2 2020 was LSV Asset Management, an estimated $35.5M added.
  • The largest Edgewell Personal Care seller in Q2 2020 was Victory Capital Management, an estimated $35.9M sold.

Based on aggregated 13F filings for Q2 2020.