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Edgewell Personal Care

230 hedge funds and large institutions have $1.74B invested in Edgewell Personal Care in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 66 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

7% more funds holding

Funds holding: 214230 (+16)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.53% less ownership

Funds ownership: 94.91%94.38% (-0.53%)

6% less capital invested

Capital invested by funds: $1.84B → $1.74B (-$102M)

24% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 87

87% less call options, than puts

Call options by funds: $835K | Put options by funds: $6.55M

Holders
230
Holders Change
+16
Holders Change %
+7.48%
% of All Funds
3.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
66
Reduced
87
Closed
17
Calls
$835K
Puts
$6.55M
Net Calls
-$5.71M
Net Calls Change
+$5.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$322M +$9.52M +239,622 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$234M +$1.68M +42,309 +0.7%
American Century Companies
3
American Century Companies
Missouri
$111M -$5.13M -129,241 -4%
BS
4
Banco Santander
Spain
$96.1M +$8.71M +219,366 +10%
Credit Agricole
5
Credit Agricole
France
$76.8M +$19M +478,383 +32%
State Street
6
State Street
Massachusetts
$75.3M -$2.76M -69,588 -3%
APG Asset Management
7
APG Asset Management
Netherlands
$58M +$11.8M +297,563 +25%
GI
8
GAMCO Investors
Connecticut
$56.1M -$7.47M -188,097 -11%
LSV Asset Management
9
LSV Asset Management
Illinois
$45.6M -$8.37M -210,846 -15%
GF
10
Gabelli Funds
New York
$42.9M -$5.41M -136,175 -11%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$36.1M +$1.18M +29,660 +3%
AIMCA
12
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$34M -$187K -4,700 -0.5%
BIP
13
Brandes Investment Partners
California
$28.6M -$4.84M -121,926 -14%
Charles Schwab
14
Charles Schwab
California
$27.3M +$28.4K +715 +0.1%
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$26.5M -$15.5M -390,589 -36%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$25.3M -$969K -24,392 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$25.1M +$459K +11,556 +2%
JP Morgan Chase
18
JP Morgan Chase
New York
$23.4M +$262K +6,596 +1%
Northern Trust
19
Northern Trust
Illinois
$21.8M +$181K +4,567 +0.8%
Morgan Stanley
20
Morgan Stanley
New York
$18.9M +$1.63M +41,124 +9%
WP
21
Woodline Partners
California
$17.3M -$1.86M -46,879 -9%
EDRH
22
Edmond de Rothschild Holding
Switzerland
$14.8M -$794K -20,000 -5%
SEI Investments
23
SEI Investments
Pennsylvania
$14.6M +$1.94M +48,802 +15%
Principal Financial Group
24
Principal Financial Group
Iowa
$12.6M -$166K -4,173 -1%
Ameriprise
25
Ameriprise
Minnesota
$12.4M -$880K -22,163 -6%

EPC Hedge Fund Activity: Q4 2022 in Review

230 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2022, worth a combined $1.74B — down 5.5% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EPC positions and 17 closed out — a net gain of 19 holders — while 66 added to existing stakes and 87 trimmed.

The largest buyer was Credit Agricole, adding an estimated $19M. The largest seller was Fidelity Investments, cutting an estimated $28.1M.

  • 230 institutional investors held Edgewell Personal Care (EPC) as of Q4 2022, up from 214 in Q3 2022.
  • Funds reported $1.74B of Edgewell Personal Care stock for Q4 2022, down 5.5% quarter-over-quarter.
  • 36 funds opened new Edgewell Personal Care positions in Q4 2022 and 17 closed out, a net change of +19 holders.
  • The largest Edgewell Personal Care buyer in Q4 2022 was Credit Agricole, an estimated $19M added.
  • The largest Edgewell Personal Care seller in Q4 2022 was Fidelity Investments, an estimated $28.1M sold.

Based on aggregated 13F filings for Q4 2022.