Edgewell Personal Care
219 hedge funds and large institutions have $1.78B invested in Edgewell Personal Care in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 36 closing their positions.
27% more call options, than puts
Call options by funds: $582K | Put options by funds: $458K
4.03% more ownership
Funds ownership: 92.83% → 96.85% (+4%)
1% more capital invested
Capital invested by funds: $1.76B → $1.78B (+$20.7M)
8% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 36
10% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 73
2% less funds holding
Funds holding: 223 → 219 (-4)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$17.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.1M |
| 3 |
BlackRock
New York
|
+$15.8M |
| 4 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$6.23M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$5.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Verition Fund Management
Greenwich,
Connecticut
|
-$8.85M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$8.81M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.89M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$3.77M |
| 5 |
Goldman Sachs
New York
|
-$2.94M |
EPC Hedge Fund Activity: Q4 2023 in Review
219 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2023, worth a combined $1.78B — up 1.2% from $1.76B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of EPC and 33 opened new positions — a net loss of 3 holders — while 73 trimmed existing stakes and 66 added.
The largest buyer was Morgan Stanley, adding an estimated $17.2M. The largest seller was Verition Fund Management, exiting entirely with an estimated $8.85M sold.
- 219 institutional investors held Edgewell Personal Care (EPC) as of Q4 2023, down from 223 in Q3 2023.
- Funds reported $1.78B of Edgewell Personal Care stock for Q4 2023, up 1.2% quarter-over-quarter.
- 33 funds opened new Edgewell Personal Care positions in Q4 2023 and 36 closed out, a net change of -3 holders.
- The largest Edgewell Personal Care buyer in Q4 2023 was Morgan Stanley, an estimated $17.2M added.
- The largest Edgewell Personal Care seller in Q4 2023 was Verition Fund Management, an estimated $8.85M sold.
Based on aggregated 13F filings for Q4 2023.