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Edgewell Personal Care

257 hedge funds and large institutions have $1.91B invested in Edgewell Personal Care in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

4% more funds holding

Funds holding: 248257 (+9)

2% less capital invested

Capital invested by funds: $1.96B → $1.91B (-$49M)

11% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 89

12.49% less ownership

Funds ownership: 109.06%96.58% (-12%)

34% less call options, than puts

Call options by funds: $587K | Put options by funds: $892K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
257
Holders Change
+9
Holders Change %
+3.63%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
44
Increased
79
Reduced
89
Closed
31
Calls
$587K
Puts
$892K
Net Calls
-$305K
Net Calls Change
+$448K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$308M -$7.36M -192,237 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$232M -$2.26M -58,911 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$146M +$939K +24,513 +0.7%
American Century Companies
4
American Century Companies
Missouri
$126M -$1.1M -28,641 -0.9%
BS
5
Banco Santander
Spain
$83.6M -$15.8M -412,881 -17%
State Street
6
State Street
Massachusetts
$78.2M -$468K -12,205 -0.6%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$75.3M +$1.87M +48,919 +3%
APG Asset Management
8
APG Asset Management
Netherlands
$66.3M -$692K -18,060 -1%
BIP
9
Brandes Investment Partners
California
$61.5M +$9.66M +252,235 +20%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$45.2M +$1.13M +29,397 +3%
LSV Asset Management
11
LSV Asset Management
Illinois
$43.1M +$5.83M +152,200 +17%
GI
12
GAMCO Investors
Connecticut
$39.1M -$958K -25,014 -3%
GF
13
Gabelli Funds
New York
$37.8M -$1.19M -31,000 -3%
Charles Schwab
14
Charles Schwab
California
$30.4M +$867K +22,642 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$27.1M +$3.89M +101,533 +18%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$25.9M -$47.2K -1,233 -0.2%
JP Morgan Chase
17
JP Morgan Chase
New York
$25.4M +$7.16M +186,814 +42%
Northern Trust
18
Northern Trust
Illinois
$20.5M -$595K -15,520 -3%
Goldman Sachs
19
Goldman Sachs
New York
$18.5M +$5.61M +146,368 +47%
SEI Investments
20
SEI Investments
Pennsylvania
$17M +$1.04M +27,119 +7%
Victory Capital Management
21
Victory Capital Management
Texas
$16.7M -$164K -4,292 -1%
WAM
22
Weiss Asset Management
Massachusetts
$16.5M +$15.7M +410,782 New
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$16.3M +$4.34M +113,307 +39%
Morgan Stanley
24
Morgan Stanley
New York
$15.6M -$1.02M -26,561 -6%
Invesco
25
Invesco
Georgia
$13.9M -$1.39M -36,403 -10%

EPC Hedge Fund Activity: Q2 2024 in Review

257 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q2 2024, worth a combined $1.91B — down 2.5% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EPC positions and 31 closed out — a net gain of 13 holders — while 79 added to existing stakes and 89 trimmed.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $15.7M. The largest seller was Novo Holdings A/S, exiting entirely with an estimated $116M sold.

  • 257 institutional investors held Edgewell Personal Care (EPC) as of Q2 2024, up from 248 in Q1 2024.
  • Funds reported $1.91B of Edgewell Personal Care stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 44 funds opened new Edgewell Personal Care positions in Q2 2024 and 31 closed out, a net change of +13 holders.
  • The largest Edgewell Personal Care buyer in Q2 2024 was Weiss Asset Management, an estimated $15.7M added.
  • The largest Edgewell Personal Care seller in Q2 2024 was Novo Holdings A/S, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2024.