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Edgewell Personal Care

220 hedge funds and large institutions have $1.69B invested in Edgewell Personal Care in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 97 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.4% less ownership

Funds ownership: 94.42%92.02% (-2.4%)

5% less funds holding

Funds holding: 231220 (-11)

9% less capital invested

Capital invested by funds: $1.87B → $1.69B (-$177M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

39% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 97

84% less call options, than puts

Call options by funds: $362K | Put options by funds: $2.23M

Holders
220
Holders Change
-11
Holders Change %
-4.76%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
59
Reduced
97
Closed
25
Calls
$362K
Puts
$2.23M
Net Calls
-$1.86M
Net Calls Change
-$475K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$294M -$903K -25,103 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$211M -$3.47M -96,444 -2%
American Century Companies
3
American Century Companies
Missouri
$110M +$2.34M +64,976 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$99.5M +$5.61M +156,056 +6%
State Street
5
State Street
Massachusetts
$70.7M +$399K +11,102 +0.5%
GI
6
GAMCO Investors
Connecticut
$61.2M -$510K -14,165 -0.8%
LSV Asset Management
7
LSV Asset Management
Illinois
$49.2M -$737K -20,500 -1%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$45M +$6.4M +177,791 +16%
GF
9
Gabelli Funds
New York
$43.7M -$399K -11,100 -0.9%
APG Asset Management
10
APG Asset Management
Netherlands
$41.4M -$5.56M -154,603 -11%
BIP
11
Brandes Investment Partners
California
$39.4M -$2.11M -58,739 -5%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$34.7M -$916K -25,467 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$32M -$829K -23,045 -2%
AIMCA
14
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$30.6M +$3.6M +100,000 +13%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$27.7M +$11.9M +331,059 +70%
Charles Schwab
16
Charles Schwab
California
$24.4M +$923K +25,654 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$22M -$1.17M -32,486 -5%
EDRH
18
Edmond de Rothschild Holding
Switzerland
$21.7M
JP Morgan Chase
19
JP Morgan Chase
New York
$21.1M +$2.88M +80,136 +15%
Northern Trust
20
Northern Trust
Illinois
$20M -$479K -13,305 -2%
Man Group
21
Man Group
United Kingdom
$16.1M -$750K -20,842 Closed
WP
22
Woodline Partners
California
$15.5M -$10.8M -298,897 -40%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$13.9M +$3.31M +92,112 +30%
Principal Financial Group
24
Principal Financial Group
Iowa
$12.4M -$1.13M -31,439 -8%
Morgan Stanley
25
Morgan Stanley
New York
$12.2M +$4.99M +138,591 +65%

EPC Hedge Fund Activity: Q2 2022 in Review

220 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q2 2022, worth a combined $1.69B — down 9.5% from $1.87B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of EPC and 20 opened new positions — a net loss of 5 holders — while 97 trimmed existing stakes and 59 added.

The largest buyer was Fidelity Investments, adding an estimated $11.9M. The largest seller was Victory Capital Management, cutting an estimated $61.1M.

  • 220 institutional investors held Edgewell Personal Care (EPC) as of Q2 2022, down from 231 in Q1 2022.
  • Funds reported $1.69B of Edgewell Personal Care stock for Q2 2022, down 9.5% quarter-over-quarter.
  • 20 funds opened new Edgewell Personal Care positions in Q2 2022 and 25 closed out, a net change of -5 holders.
  • The largest Edgewell Personal Care buyer in Q2 2022 was Fidelity Investments, an estimated $11.9M added.
  • The largest Edgewell Personal Care seller in Q2 2022 was Victory Capital Management, an estimated $61.1M sold.

Based on aggregated 13F filings for Q2 2022.