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Edgewell Personal Care

236 hedge funds and large institutions have $1.83B invested in Edgewell Personal Care in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 59 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $2.88M

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

6% more funds holding

Funds holding: 222236 (+14)

3.06% less ownership

Funds ownership: 96.31%93.25% (-3.1%)

20% less capital invested

Capital invested by funds: $2.28B → $1.83B (-$453M)

30% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 84

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
236
Holders Change
+14
Holders Change %
+6.31%
% of All Funds
4.13%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
59
Reduced
84
Closed
24
Calls
$13.3M
Puts
$2.88M
Net Calls
+$10.4M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$305M -$7.85M -191,091 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$215M +$882K +21,470 +0.4%
American Century Companies
3
American Century Companies
Missouri
$112M +$16.3M +396,451 +15%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$98.3M -$6.74M -164,009 -6%
Victory Capital Management
5
Victory Capital Management
Texas
$76.4M -$5.88M -143,004 -6%
State Street
6
State Street
Massachusetts
$67.1M +$934K +22,721 +1%
GI
7
GAMCO Investors
Connecticut
$65M -$3.22M -78,401 -4%
LSV Asset Management
8
LSV Asset Management
Illinois
$54.3M -$1.36M -33,100 -2%
BIP
9
Brandes Investment Partners
California
$52.4M +$2.79M +67,869 +5%
APG Asset Management
10
APG Asset Management
Netherlands
$50.2M -$3.48M -84,672 -5%
GF
11
Gabelli Funds
New York
$45.5M +$2.77M +67,500 +6%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$37.3M +$42.2M +1,026,627 +49,004%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$32.8M +$196K +4,781 +0.5%
Northern Trust
14
Northern Trust
Illinois
$26.8M -$507K -12,332 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$26.3M -$178K -4,325 -0.6%
Wells Fargo
16
Wells Fargo
California
$24.6M -$874K -21,274 -3%
Charles Schwab
17
Charles Schwab
California
$24M -$186K -4,515 -0.7%
CVA
18
Ceredex Value Advisors
Florida
$21M +$12.4M +301,383 +109%
WP
19
Woodline Partners
California
$20.6M +$2.06M +50,040 +10%
WA
20
Wasatch Advisors
Utah
$18.4M -$129K -3,132 -0.6%
AIMCA
21
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.7M
Norges Bank
22
Norges Bank
Norway
$17M -$5.85M -142,321 -23%
Principal Financial Group
23
Principal Financial Group
Iowa
$16.3M -$333K -8,101 -2%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$14.5M -$45.6M -1,109,964 -74%
Goldman Sachs
25
Goldman Sachs
New York
$14M +$5.98M +145,487 +61%

EPC Hedge Fund Activity: Q3 2021 in Review

236 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2021, worth a combined $1.83B — down 20% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EPC positions and 24 closed out — a net gain of 16 holders — while 59 added to existing stakes and 84 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $42.2M. The largest seller was Russell Investments Group, cutting an estimated $45.6M.

  • 236 institutional investors held Edgewell Personal Care (EPC) as of Q3 2021, up from 222 in Q2 2021.
  • Funds reported $1.83B of Edgewell Personal Care stock for Q3 2021, down 20% quarter-over-quarter.
  • 40 funds opened new Edgewell Personal Care positions in Q3 2021 and 24 closed out, a net change of +16 holders.
  • The largest Edgewell Personal Care buyer in Q3 2021 was William Blair Investment Management, an estimated $42.2M added.
  • The largest Edgewell Personal Care seller in Q3 2021 was Russell Investments Group, an estimated $45.6M sold.

Based on aggregated 13F filings for Q3 2021.