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Edgewell Personal Care

210 hedge funds and large institutions have $1.44B invested in Edgewell Personal Care in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 92 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $7.26M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.55% less ownership

Funds ownership: 97.26%95.7% (-1.6%)

7% less funds holding

Funds holding: 225210 (-15)

12% less capital invested

Capital invested by funds: $1.64B → $1.44B (-$198M)

38% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 37

50% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 92

Holders
210
Holders Change
-15
Holders Change %
-6.67%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
46
Reduced
92
Closed
37
Calls
$10.2M
Puts
$7.26M
Net Calls
+$2.93M
Net Calls Change
-$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$166M -$6.21M -209,339 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$157M -$12.4M -418,337 -7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$121M -$6.91M -232,925 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$74.4M -$384K -12,946 -0.5%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$61.1M +$52.5M +1,770,135 +421%
GI
6
GAMCO Investors
Connecticut
$56.1M -$2M -67,390 -3%
Victory Capital Management
7
Victory Capital Management
Texas
$53.6M -$1.2M -40,336 -2%
State Street
8
State Street
Massachusetts
$46.9M -$1.83M -61,731 -4%
LSV Asset Management
9
LSV Asset Management
Illinois
$44.2M +$7.06M +238,001 +18%
APG Asset Management
10
APG Asset Management
Netherlands
$42.5M -$383K -12,899 -0.7%
American Century Companies
11
American Century Companies
Missouri
$40.7M +$5.16M +173,969 +14%
GF
12
Gabelli Funds
New York
$34.6M -$350K -11,800 -0.9%
BIP
13
Brandes Investment Partners
California
$31.3M -$2.43M -81,932 -7%
AC
14
Armistice Capital
New York
$30.1M +$11.2M +378,000 +54%
Wells Fargo
15
Wells Fargo
California
$25.7M -$1M -33,854 -4%
AIM
16
Atlantic Investment Management
New York
$24.5M +$13.3M +447,180 +104%
Northern Trust
17
Northern Trust
Illinois
$23.7M -$1.18M -39,879 -4%
ICOM
18
Investment Counselors of Maryland
Maryland
$22.4M +$8.08M +272,380 +51%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$21.4M -$660K -22,269 -3%
Norges Bank
20
Norges Bank
Norway
$20.6M +$377K +12,726 +2%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$18.8M -$3.83M -129,266 -16%
Charles Schwab
22
Charles Schwab
California
$18M -$194K -6,551 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$17.6M -$1.93M -65,224 -9%
AQR Capital Management
24
AQR Capital Management
Connecticut
$17M +$9.97M +336,240 +121%
JP Morgan Chase
25
JP Morgan Chase
New York
$14.5M -$1.44M -48,619 -8%

EPC Hedge Fund Activity: Q3 2020 in Review

210 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2020, worth a combined $1.44B — down 12% from $1.64B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of EPC and 23 opened new positions — a net loss of 14 holders — while 92 trimmed existing stakes and 46 added.

The largest buyer was Russell Investments Group, adding an estimated $52.5M. The largest seller was Tremblant Capital Group, cutting an estimated $30.3M.

  • 210 institutional investors held Edgewell Personal Care (EPC) as of Q3 2020, down from 225 in Q2 2020.
  • Funds reported $1.44B of Edgewell Personal Care stock for Q3 2020, down 12% quarter-over-quarter.
  • 23 funds opened new Edgewell Personal Care positions in Q3 2020 and 37 closed out, a net change of -14 holders.
  • The largest Edgewell Personal Care buyer in Q3 2020 was Russell Investments Group, an estimated $52.5M added.
  • The largest Edgewell Personal Care seller in Q3 2020 was Tremblant Capital Group, an estimated $30.3M sold.

Based on aggregated 13F filings for Q3 2020.