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Edgewell Personal Care

226 hedge funds and large institutions have $2.17B invested in Edgewell Personal Care in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 72 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $1.8B → $2.17B (+$366M)

5.04% more ownership

Funds ownership: 96.36%101.4% (+5%)

6% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 72

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $21.5M

1% less funds holding

Funds holding: 228226 (-2)

3% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 33

Holders
226
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
76
Reduced
72
Closed
33
Calls
$21.4M
Puts
$21.5M
Net Calls
-$51K
Net Calls Change
-$3.16M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$349M +$94.3M +2,725,228 +45%
Vanguard Group
2
Vanguard Group
Pennsylvania
$237M +$18.5M +534,735 +10%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$113M +$6.11M +176,583 +7%
American Century Companies
4
American Century Companies
Missouri
$106M +$35.4M +1,023,590 +62%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$102M +$4.48M +129,485 +5%
Victory Capital Management
6
Victory Capital Management
Texas
$95.8M -$4.65M -134,462 -5%
GI
7
GAMCO Investors
Connecticut
$76.3M -$3.57M -103,072 -5%
State Street
8
State Street
Massachusetts
$70.3M +$4.08M +117,951 +7%
LSV Asset Management
9
LSV Asset Management
Illinois
$61.3M +$414K +11,967 +0.8%
APG Asset Management
10
APG Asset Management
Netherlands
$59.6M -$620K -17,900 -1%
BIP
11
Brandes Investment Partners
California
$56M +$9.18M +265,275 +24%
GF
12
Gabelli Funds
New York
$47.9M -$121K -3,500 -0.3%
ICOM
13
Investment Counselors of Maryland
Maryland
$38.3M +$1.13M +32,686 +3%
AIM
14
Atlantic Investment Management
New York
$36.5M -$208K -6,008 -0.6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$34.1M +$1.81M +52,428 +6%
Wells Fargo
16
Wells Fargo
California
$30.4M -$3.58M -103,325 -12%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$30.1M +$2.36M +68,329 +10%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$29.5M +$168K +4,850 +0.7%
Charles Schwab
19
Charles Schwab
California
$26M +$252K +7,280 +1%
WA
20
Wasatch Advisors
Utah
$25.4M +$4.75M +137,163 +27%
Northern Trust
21
Northern Trust
Illinois
$25.1M -$6.36M -183,703 -22%
JP Morgan Chase
22
JP Morgan Chase
New York
$24.2M +$687K +19,860 +3%
Norges Bank
23
Norges Bank
Norway
$23.9M -$6.48M -187,290 -24%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$19.4M -$80.4M -2,323,771 -83%
AIMCA
25
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19.3M

EPC Hedge Fund Activity: Q1 2021 in Review

226 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q1 2021, worth a combined $2.17B — up 20% from $1.8B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EPC and 32 opened new positions — a net loss of 1 holder — while 72 trimmed existing stakes and 76 added.

The largest buyer was BlackRock, adding an estimated $94.3M. The largest seller was Fidelity Investments, cutting an estimated $80.4M.

  • 226 institutional investors held Edgewell Personal Care (EPC) as of Q1 2021, down from 228 in Q4 2020.
  • Funds reported $2.17B of Edgewell Personal Care stock for Q1 2021, up 20% quarter-over-quarter.
  • 32 funds opened new Edgewell Personal Care positions in Q1 2021 and 33 closed out, a net change of -1 holder.
  • The largest Edgewell Personal Care buyer in Q1 2021 was BlackRock, an estimated $94.3M added.
  • The largest Edgewell Personal Care seller in Q1 2021 was Fidelity Investments, an estimated $80.4M sold.

Based on aggregated 13F filings for Q1 2021.