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Edgewell Personal Care
EPC

228 hedge funds and large institutions have $1.8B invested in Edgewell Personal Care in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 83 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

38% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $8.16M

25% more capital invested

Capital invested by funds: $1.44B → $1.8B (+$360M)

9% more funds holding

Funds holding: 210 → 228 (+18)

0.65% more ownership

Funds ownership: 95.7% → 96.36% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

27% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 83

Holders
228
Holders Change
+18
Holders Change %
+8.57%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
61
Reduced
83
Closed
19
Calls
$11.3M
Puts
$8.16M
Net Calls
+$3.11M
Net Calls Change
+$176K

Top Buyers

1
TCG
Tremblant Capital Group
Florida
+$30.9M
2
Victory Capital Management
Victory Capital Management
Texas
+$20.5M
3
WA
Wasatch Advisors
Utah
+$16.3M
4
WP
Woodline Partners
California
+$13.8M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$8.07M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$49.6M
2
AC
Armistice Capital
New York
-$24.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$11.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$6.29M
5
FG
Formula Growth
Quebec, Canada
-$4.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$210M +$4.57M +140,718 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$188M -$6.29M -193,946 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$97.3M -$49.6M -1,527,485 -35%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$92.3M -$25.3K -780 -0%
Victory Capital Management
5
Victory Capital Management
Texas
$88.3M +$20.5M +631,664 +33%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$84.3M +$8.07M +248,771 +11%
GI
7
GAMCO Investors
Connecticut
$70.2M +$551K +16,982 +0.8%
State Street
8
State Street
Massachusetts
$57.4M -$933K -28,746 -2%
American Century Companies
9
American Century Companies
Missouri
$57.3M +$6.36M +195,908 +13%
LSV Asset Management
10
LSV Asset Management
Illinois
$53.1M -$1.55M -47,800 -3%
APG Asset Management
11
APG Asset Management
Netherlands
$50.5M – – –
TCG
12
Tremblant Capital Group
Florida
$43.5M +$30.9M +953,343 +313%
GF
13
Gabelli Funds
New York
$42M -$868K -26,759 -2%
BIP
14
Brandes Investment Partners
California
$39.4M +$118K +3,633 +0.3%
ICOM
15
Investment Counselors of Maryland
Maryland
$32.3M +$4.24M +130,766 +16%
AIM
16
Atlantic Investment Management
New York
$32.1M +$1.66M +51,002 +6%
Wells Fargo
17
Wells Fargo
California
$30.1M -$1.59M -49,116 -5%
Northern Trust
18
Northern Trust
Illinois
$28.3M -$1.04M -31,993 -4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$28M +$1.35M +41,450 +5%
Norges Bank
20
Norges Bank
Norway
$27.3M +$1.62M +50,000 +7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$25.6M +$3.54M +109,215 +17%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$24M +$568K +17,500 +3%
Charles Schwab
23
Charles Schwab
California
$22.4M +$142K +4,372 +0.7%
JP Morgan Chase
24
JP Morgan Chase
New York
$20.5M +$2.03M +62,691 +12%
WA
25
Wasatch Advisors
Utah
$17.4M +$16.3M +503,062 New
1
2 3 4 5

EPC Hedge Fund Activity: Q4 2020 in Review

228 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2020, worth a combined $1.8B — up 25% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EPC positions and 19 closed out — a net gain of 19 holders — while 61 added to existing stakes and 83 trimmed.

The largest buyer was Tremblant Capital Group, adding an estimated $30.9M. The largest seller was Fidelity Investments, cutting an estimated $49.6M.

  • 228 institutional investors held Edgewell Personal Care (EPC) as of Q4 2020, up from 210 in Q3 2020.
  • Funds reported $1.8B of Edgewell Personal Care stock for Q4 2020, up 25% quarter-over-quarter.
  • 38 funds opened new Edgewell Personal Care positions in Q4 2020 and 19 closed out, a net change of +19 holders.
  • The largest Edgewell Personal Care buyer in Q4 2020 was Tremblant Capital Group, an estimated $30.9M added.
  • The largest Edgewell Personal Care seller in Q4 2020 was Fidelity Investments, an estimated $49.6M sold.

Based on aggregated 13F filings for Q4 2020.