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Edgewell Personal Care

214 hedge funds and large institutions have $1.84B invested in Edgewell Personal Care in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 94 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

9% more capital invested

Capital invested by funds: $1.69B → $1.84B (+$149M)

2.89% more ownership

Funds ownership: 92.02%94.91% (+2.9%)

3% less funds holding

Funds holding: 220214 (-6)

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

38% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 94

94% less call options, than puts

Call options by funds: $655K | Put options by funds: $11.6M

Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
58
Reduced
94
Closed
26
Calls
$655K
Puts
$11.6M
Net Calls
-$10.9M
Net Calls Change
-$9.04M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$304M -$15.5M -398,556 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$226M -$3.06M -78,360 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$120M +$12.3M +316,507 +11%
American Century Companies
4
American Century Companies
Missouri
$113M -$6.76M -173,291 -5%
BS
5
Banco Santander
Spain
$85M +$88.7M +2,274,057 New
State Street
6
State Street
Massachusetts
$75.7M -$982K -25,187 -1%
GI
7
GAMCO Investors
Connecticut
$61.5M -$5.04M -129,159 -7%
Credit Agricole
8
Credit Agricole
France
$56.6M +$59M +1,513,869 New
LSV Asset Management
9
LSV Asset Management
Illinois
$52.1M -$1.29M -33,000 -2%
GF
10
Gabelli Funds
New York
$46.7M -$667K -17,100 -1%
APG Asset Management
11
APG Asset Management
Netherlands
$46.1M -$1.76M -45,015 -4%
DRZID
12
DePrince Race & Zollo Inc (DRZ)
Florida
$40.4M -$8.73M -223,762 -17%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$33.9M -$779K -19,967 -2%
AIMCA
14
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$33.2M
BIP
15
Brandes Investment Partners
California
$32.3M -$10.8M -277,171 -24%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$27.7M -$2.44M -62,643 -8%
Charles Schwab
17
Charles Schwab
California
$26.5M +$78.6K +2,015 +0.3%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$25.4M -$12.7M -326,239 -32%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$23.9M +$44.1K +1,130 +0.2%
JP Morgan Chase
20
JP Morgan Chase
New York
$22.5M -$439K -11,260 -2%
Northern Trust
21
Northern Trust
Illinois
$21M -$729K -18,685 -3%
WP
22
Woodline Partners
California
$18.6M +$1.83M +46,879 +10%
Morgan Stanley
23
Morgan Stanley
New York
$16.8M +$3.77M +96,669 +27%
EDRH
24
Edmond de Rothschild Holding
Switzerland
$15.1M -$8.78M -225,000 -36%
Man Group
25
Man Group
United Kingdom
$13.9M +$14.5M +370,771 New

EPC Hedge Fund Activity: Q3 2022 in Review

214 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2022, worth a combined $1.84B — up 8.8% from $1.69B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of EPC and 21 opened new positions — a net loss of 5 holders — while 94 trimmed existing stakes and 58 added.

The largest buyer was Banco Santander, opening a new position worth an estimated $88.7M. The largest seller was BlackRock, cutting an estimated $15.5M.

  • 214 institutional investors held Edgewell Personal Care (EPC) as of Q3 2022, down from 220 in Q2 2022.
  • Funds reported $1.84B of Edgewell Personal Care stock for Q3 2022, up 8.8% quarter-over-quarter.
  • 21 funds opened new Edgewell Personal Care positions in Q3 2022 and 26 closed out, a net change of -5 holders.
  • The largest Edgewell Personal Care buyer in Q3 2022 was Banco Santander, an estimated $88.7M added.
  • The largest Edgewell Personal Care seller in Q3 2022 was BlackRock, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2022.