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Edgewell Personal Care

223 hedge funds and large institutions have $1.76B invested in Edgewell Personal Care in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.57% more ownership

Funds ownership: 92.25%92.83% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 227223 (-4)

10% less capital invested

Capital invested by funds: $1.95B → $1.76B (-$188M)

18% less call options, than puts

Call options by funds: $1.09M | Put options by funds: $1.32M

34% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 92

Holders
223
Holders Change
-4
Holders Change %
-1.76%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
61
Reduced
92
Closed
25
Calls
$1.09M
Puts
$1.32M
Net Calls
-$233K
Net Calls Change
+$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$286M -$9.98M -258,544 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$214M -$667K -17,286 -0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$128M -$11K -285 -0%
American Century Companies
4
American Century Companies
Missouri
$109M +$10.1M +262,499 +10%
BS
5
Banco Santander
Spain
$92.2M
Credit Agricole
6
Credit Agricole
France
$73.6M
State Street
7
State Street
Massachusetts
$69.4M -$310K -8,027 -0.4%
APG Asset Management
8
APG Asset Management
Netherlands
$59.9M -$3.73M -96,542 -6%
BIP
9
Brandes Investment Partners
California
$39.7M +$19.3M +501,032 +87%
GF
10
Gabelli Funds
New York
$39.2M -$270K -7,000 -0.7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$38.5M +$1.47M +37,951 +4%
GI
12
GAMCO Investors
Connecticut
$38.4M -$4.44M -114,867 -10%
LSV Asset Management
13
LSV Asset Management
Illinois
$32.6M +$1.53M +39,700 +5%
Charles Schwab
14
Charles Schwab
California
$25.4M +$762K +19,739 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$24.4M -$2.59M -67,153 -9%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$23M -$1.81M -46,951 -7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$22.8M -$153K -3,975 -0.6%
Northern Trust
18
Northern Trust
Illinois
$20.5M -$149K -3,849 -0.7%
Marshall Wace
19
Marshall Wace
United Kingdom
$20.2M +$620K +16,061 +3%
Invesco
20
Invesco
Georgia
$15.7M +$1.64M +42,456 +11%
Victory Capital Management
21
Victory Capital Management
Texas
$15.2M +$588K +15,225 +4%
Goldman Sachs
22
Goldman Sachs
New York
$15.2M +$3.61M +93,368 +29%
SEI Investments
23
SEI Investments
Pennsylvania
$14.9M +$698K +18,080 +5%
WP
24
Woodline Partners
California
$13.7M -$3.13M -81,104 -18%
Man Group
25
Man Group
United Kingdom
$12.5M -$12.3M -317,268 Closed

EPC Hedge Fund Activity: Q3 2023 in Review

223 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2023, worth a combined $1.76B — down 9.7% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of EPC and 24 opened new positions — a net loss of 1 holder — while 92 trimmed existing stakes and 61 added.

The largest buyer was Brandes Investment Partners, adding an estimated $19.3M. The largest seller was Millennium Management, cutting an estimated $20M.

  • 223 institutional investors held Edgewell Personal Care (EPC) as of Q3 2023, down from 227 in Q2 2023.
  • Funds reported $1.76B of Edgewell Personal Care stock for Q3 2023, down 9.7% quarter-over-quarter.
  • 24 funds opened new Edgewell Personal Care positions in Q3 2023 and 25 closed out, a net change of -1 holder.
  • The largest Edgewell Personal Care buyer in Q3 2023 was Brandes Investment Partners, an estimated $19.3M added.
  • The largest Edgewell Personal Care seller in Q3 2023 was Millennium Management, an estimated $20M sold.

Based on aggregated 13F filings for Q3 2023.