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Edgewell Personal Care

247 hedge funds and large institutions have $2.25B invested in Edgewell Personal Care in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

23% more capital invested

Capital invested by funds: $1.83B → $2.25B (+$417M)

5% more funds holding

Funds holding: 236247 (+11)

1% less call options, than puts

Call options by funds: $1.63M | Put options by funds: $1.65M

2.36% less ownership

Funds ownership: 93.25%90.89% (-2.4%)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 99

Holders
247
Holders Change
+11
Holders Change %
+4.66%
% of All Funds
3.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
65
Reduced
99
Closed
25
Calls
$1.63M
Puts
$1.65M
Net Calls
-$22K
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$394M +$8.99M +222,771 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$277M +$5.81M +144,064 +2%
American Century Companies
3
American Century Companies
Missouri
$138M -$2.82M -69,902 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$120M -$3.07M -76,127 -3%
Victory Capital Management
5
Victory Capital Management
Texas
$96.7M +$425K +10,522 +0.5%
State Street
6
State Street
Massachusetts
$86.9M +$2.17M +53,785 +3%
GI
7
GAMCO Investors
Connecticut
$81.6M -$236K -5,841 -0.3%
LSV Asset Management
8
LSV Asset Management
Illinois
$65.4M -$2.59M -64,100 -4%
APG Asset Management
9
APG Asset Management
Netherlands
$61.7M -$2.71M -67,115 -4%
GF
10
Gabelli Funds
New York
$59.3M +$1.82M +45,000 +4%
BIP
11
Brandes Investment Partners
California
$54.4M -$10.2M -251,598 -17%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$43.3M -$3.28M -81,345 -8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$41.5M +$204K +5,048 +0.6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$30.8M -$2.03M -50,387 -7%
Charles Schwab
15
Charles Schwab
California
$30.6M +$299K +7,405 +1%
Goldman Sachs
16
Goldman Sachs
New York
$29.2M +$10.2M +252,939 +66%
Northern Trust
17
Northern Trust
Illinois
$28.3M -$4.8M -119,044 -16%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$26.4M +$23.3M +578,551 New
WA
19
Wasatch Advisors
Utah
$26.4M +$2.89M +71,674 +14%
WP
20
Woodline Partners
California
$26.4M +$374K +9,265 +2%
CVA
21
Ceredex Value Advisors
Florida
$25M -$1.31M -32,554 -6%
AIMCA
22
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$22.3M
Principal Financial Group
23
Principal Financial Group
Iowa
$19.1M -$1.33M -32,884 -7%
JP Morgan Chase
24
JP Morgan Chase
New York
$18.3M +$3.65M +90,541 +29%
EDRH
25
Edmond de Rothschild Holding
Switzerland
$16.2M -$784K -19,430 -5%

EPC Hedge Fund Activity: Q4 2021 in Review

247 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2021, worth a combined $2.25B — up 23% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EPC positions and 25 closed out — a net gain of 12 holders — while 65 added to existing stakes and 99 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $11.3M. The largest seller was Wells Fargo, cutting an estimated $24.6M.

  • 247 institutional investors held Edgewell Personal Care (EPC) as of Q4 2021, up from 236 in Q3 2021.
  • Funds reported $2.25B of Edgewell Personal Care stock for Q4 2021, up 23% quarter-over-quarter.
  • 37 funds opened new Edgewell Personal Care positions in Q4 2021 and 25 closed out, a net change of +12 holders.
  • The largest Edgewell Personal Care buyer in Q4 2021 was Jacobs Levy Equity Management, an estimated $11.3M added.
  • The largest Edgewell Personal Care seller in Q4 2021 was Wells Fargo, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2021.