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Edgewell Personal Care

231 hedge funds and large institutions have $1.87B invested in Edgewell Personal Care in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 81 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.53% more ownership

Funds ownership: 90.89%94.42% (+3.5%)

6% less funds holding

Funds holding: 247231 (-16)

15% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 81

17% less capital invested

Capital invested by funds: $2.25B → $1.87B (-$381M)

27% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 45

39% less call options, than puts

Call options by funds: $2.18M | Put options by funds: $3.57M

Holders
231
Holders Change
-16
Holders Change %
-6.48%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
69
Reduced
81
Closed
45
Calls
$2.18M
Puts
$3.57M
Net Calls
-$1.39M
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$313M -$2.8M -68,739 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$228M +$6.25M +153,278 +3%
American Century Companies
3
American Century Companies
Missouri
$115M +$4.7M +115,360 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$99.9M +$3.81M +93,562 +4%
State Street
5
State Street
Massachusetts
$74.7M +$5.51M +135,214 +7%
Victory Capital Management
6
Victory Capital Management
Texas
$73.3M -$5.21M -127,708 -6%
GI
7
GAMCO Investors
Connecticut
$65.5M +$29.5K +724 +0%
LSV Asset Management
8
LSV Asset Management
Illinois
$53M +$617K +15,133 +1%
GF
9
Gabelli Funds
New York
$46.8M -$852K -20,900 -2%
APG Asset Management
10
APG Asset Management
Netherlands
$46.4M -$5.19M -127,229 -8%
BIP
11
Brandes Investment Partners
California
$44M +$336K +8,232 +0.7%
DRZID
12
DePrince Race & Zollo Inc (DRZ)
Florida
$41.3M +$45.9M +1,124,917 New
William Blair Investment Management
13
William Blair Investment Management
Illinois
$37.8M +$3.43M +84,106 +9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$34.8M +$1.69M +41,529 +5%
AIMCA
15
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$28.9M +$12.2M +300,000 +62%
WP
16
Woodline Partners
California
$27.4M +$7M +171,605 +30%
Charles Schwab
17
Charles Schwab
California
$24.9M +$458K +11,228 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$24.6M -$140K -3,424 -0.5%
CVA
19
Ceredex Value Advisors
Florida
$23.3M +$3.62M +88,800 +16%
EDRH
20
Edmond de Rothschild Holding
Switzerland
$23.1M +$11.2M +275,230 +78%
Northern Trust
21
Northern Trust
Illinois
$21.7M -$1.08M -26,562 -4%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$21.6M +$379K +9,286 +2%
JP Morgan Chase
23
JP Morgan Chase
New York
$19.5M +$5.38M +131,876 +33%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$17.3M +$18.6M +456,713 +3,128%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$15.5M +$17.2M +422,789 New

EPC Hedge Fund Activity: Q1 2022 in Review

231 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q1 2022, worth a combined $1.87B — down 17% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of EPC and 33 opened new positions — a net loss of 12 holders — while 81 trimmed existing stakes and 69 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $45.9M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $26.4M sold.

  • 231 institutional investors held Edgewell Personal Care (EPC) as of Q1 2022, down from 247 in Q4 2021.
  • Funds reported $1.87B of Edgewell Personal Care stock for Q1 2022, down 17% quarter-over-quarter.
  • 33 funds opened new Edgewell Personal Care positions in Q1 2022 and 45 closed out, a net change of -12 holders.
  • The largest Edgewell Personal Care buyer in Q1 2022 was DePrince Race & Zollo Inc (DRZ), an estimated $45.9M added.
  • The largest Edgewell Personal Care seller in Q1 2022 was Wasatch Advisors, an estimated $26.4M sold.

Based on aggregated 13F filings for Q1 2022.