Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Edgewell Personal Care Co (EPC)

218 + Investors. Track Smart Money conviction in EPC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — EPC

Based on 219 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EPC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
219 funds currently hold this stock — 86% of the 3.0-year high of 256 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 12% fewer funds vs a year ago

fund count last 6Q
30 fewer hedge funds hold EPC compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 57% buying

125 buying96 selling
Last quarter: 125 funds bought or added vs 96 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~42 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 30 → 35 → 39 → 42. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 16% medium ■ 17% new
147 out of 219 hedge funds have held EPC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +32% but shares only +9% — price-driven

Value
+32%
Shares
+9%
Last quarter: the total dollar value of institutional holdings rose +32%, but actual share count only changed +9%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

36 → 30 → 35 → 39 → 42 new funds/Q
New funds entering each quarter: 30 → 35 → 39 → 42. A growing number of institutions are discovering EPC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 71% veterans vs 19% newcomers

■ 71% veterans ■ 10% 1-2yr ■ 19% new
Entry-cohort mix of 221 holders: 157 (71%) are 2+ year veterans, 22 entered 1–2 years ago, and 42 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
43 of 218 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EPC

In 2026 Q1, 125 hedge funds were net buyers of EPC (42 opened a new position, 83 added to an existing one), while 96 reduced or exited (58 trimmed, 38 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 35% of total institutional value in EPC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 219.

Hedge Fund Ownership: EPC

How many hedge funds hold EPC — quarterly history vs. share price
Quarterly hedge fund ownership of EPC vs. share price

Market Analysis: EPC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EPC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Edgewell Personal Care Co (EPC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EPC has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
EPC
+5.7%
XLP
+2.1%

EPC outperformed XLP by +3.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
EPC
+41.6%
XLP
-1.1%

Since the filing became public, EPC outperformed XLP by +42.7% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 0 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: EPC
218 + Investors

Track Smart Money conviction in EPC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 218 215 1.4%
13F Shares 53M 48M 9.26%
Total Value $1.09B $821M 32.43%
New Positions 41 39 +2
Increased Positions 83 70 +13
Closed Positions 38 42 -4
Reduced Positions 57 81 -24
Total Calls 0 2 -100.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: EPC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

218 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EPC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EPC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brandes Investment Partners, LP 1.02% 6,721,077 $143.4M
2 Rubric Capital Management LP 0.90% 4,000,000 $85.4M
3 Nicola Wealth Management LTD. 0.79% 308,200 $6.6M
4 Invenomic Capital Management LP 0.48% 494,748 $10.6M
5 SummerHaven Investment Management, LLC 0.35% 26,573 $567K
6 Gamco Investors, INC. Et Al 0.18% 834,651 $17.8M
7 Foyston, Gordon & Payne Inc 0.16% 32,000 $683K
8 Bridgefront Capital, LLC 0.15% 27,639 $590K
9 Landscape Capital Management, L.L.C. 0.14% 104,943 $2.2M
10 Pacific Ridge Capital Partners, LLC 0.13% 28,682 $612K
11 iSAM Funds (UK) Ltd 0.13% 12,111 $258K
12 Bridgeway Capital Management, LLC 0.12% 270,552 $5.8M
13 Ausbil Investment Management Ltd 0.11% 10,259 $219K
14 Clifford Swan Investment Counsel LLC 0.10% 140,877 $3.0M
15 Woodline Partners LP 0.06% 699,392 $14.9M
16 Inspire Investing, LLC 0.05% 30,806 $657K
17 William Blair Investment Management, LLC 0.05% 686,763 $14.7M
18 American Century Companies Inc 0.05% 4,244,425 $90.6M
19 Detalus Advisors, LLC 0.05% 9,420 $201K
20 F/m Investments LLC 0.05% 31,778 $678K
21 Gabelli Funds LLC 0.04% 290,325 $6.2M
22 Maverick Capital Ltd 0.04% 165,242 $3.5M
23 Madison Asset Management, LLC 0.04% 133,809 $2.9M
24 XTX Topco Ltd 0.03% 93,706 $2.0M
25 State of Wyoming 0.03% 11,810 $252K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Edgewell Personal Care Co (EPC)

What does the Smart Money Trend signal show for EPC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EPC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EPC?

Slight buying edge — 57% buying: Last quarter: 125 funds bought or added vs 96 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EPC holders?

Strong quality — 35% AUM from major funds: 43 of 218 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EPC?

67% of holders stayed for 2+ years: 147 out of 219 hedge funds have held EPC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Edgewell Personal Care Co (EPC) following the 2026 Q1 hedge fund 13F filings?

As of today, EPC has moved +41.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the XLP sector ETF — an outperformance of +42.7%. Since the quarter end (March 31, 2026), EPC has gained +5.7% vs +2.1% for XLP. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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