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Edgewell Personal Care
EPC

420 hedge funds and large institutions have $5.8B invested in Edgewell Personal Care in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 126 increasing their positions, 168 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $27M | Put options by funds: $7.39M

110% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 29

18% more capital invested

Capital invested by funds: $4.91B → $5.8B (+$897M)

7% more funds holding

Funds holding: 391 → 420 (+29)

25% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 168

Holders
420
Holders Change
+29
Holders Change %
+7.42%
% of All Funds
12.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
61
Increased
126
Reduced
168
Closed
29
Calls
$27M
Puts
$7.39M
Net Calls
+$19.6M
Net Calls Change
+$248K

Top Buyers

1
SFM
Systematic Financial Management
New Jersey
+$122M
2
Principal Financial Group
Principal Financial Group
Iowa
+$68.6M
3
BIT
BlackRock Institutional Trust
California
+$33.2M
4
JP Morgan Chase
JP Morgan Chase
New York
+$27M
5
APG Asset Management
APG Asset Management
Netherlands
+$25.4M

Top Sellers

1
TG
TCW Group
California
-$83.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$79.4M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$58.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$29.7M
5
Axa
Axa
France
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Natixis Advisors
226
Natixis Advisors
Massachusetts
$1.16M +$455K +5,986 +70%
PVH
227
Psagot Value Holdings
Israel
$1.14M -$133K -1,753 -11%
Robeco Institutional Asset Management
228
Robeco Institutional Asset Management
Netherlands
$1.12M -$21.2K -278 -2%
STC
229
SEI Trust Company
Pennsylvania
$1.12M +$1.06M +13,932 New
FA
230
FDx Advisors
Illinois
$1.11M +$123K +1,617 +13%
SAM
231
Shell Asset Management
Netherlands
$1.1M -$841K -11,048 -45%
Susquehanna International Group
232
Susquehanna International Group
Pennsylvania
$1.1M -$836K -10,986 -44%
PA
233
Profund Advisors
Maryland
$1.08M -$35K -460 -3%
NC
234
Northpointe Capital
Michigan
$1.04M -$24.6K -323 -2%
LPL Financial
235
LPL Financial
California
$1.03M +$315K +4,140 +48%
MYLI
236
Meiji Yasuda Life Insurance
Japan
$1.02M -$216K -2,834 -18%
WIS
237
Wright Investors Service
Connecticut
$1.02M +$6.7K +88 +0.7%
GH
238
GAM Holding
Switzerland
$985K -$10.3K -135 -1%
Asset Management One
239
Asset Management One
Japan
$977K -$3.28M -43,120 -78%
Envestnet Asset Management
240
Envestnet Asset Management
Illinois
$977K -$558K -7,332 -38%
SAM
241
Securian Asset Management
Minnesota
$974K -$27.6K -363 -3%
BNP Paribas Financial Markets
242
BNP Paribas Financial Markets
France
$960K +$231K +3,030 +34%
COPPSERS
243
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$946K -$10.3K -135 -1%
HIM
244
Hermes Investment Management
United Kingdom
$931K – – –
RFC
245
Regions Financial Corp
Alabama
$914K -$41.1K -540 -5%
JMPWA
246
JP Morgan Private Wealth Advisors
California
$875K +$17.7K +233 +2%
CPIM
247
Columbia Partners Investment Management
Virginia
$874K -$39.8K -523 -5%
Tudor Investment Corp
248
Tudor Investment Corp
Connecticut
$866K -$10.2K -134 -1%
Janus Henderson Group
249
Janus Henderson Group
United Kingdom
$839K – – –
GIA
250
GHP Investment Advisors
Colorado
$821K -$1.75K -23 -0.2%
8 9
10
11 12

EPC Hedge Fund Activity: Q4 2013 in Review

420 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2013, worth a combined $5.8B — up 18% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EPC positions and 29 closed out — a net gain of 32 holders — while 126 added to existing stakes and 168 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $122M. The largest seller was TCW Group, cutting an estimated $83.1M.

  • 420 institutional investors held Edgewell Personal Care (EPC) as of Q4 2013, up from 391 in Q3 2013.
  • Funds reported $5.8B of Edgewell Personal Care stock for Q4 2013, up 18% quarter-over-quarter.
  • 61 funds opened new Edgewell Personal Care positions in Q4 2013 and 29 closed out, a net change of +32 holders.
  • The largest Edgewell Personal Care buyer in Q4 2013 was Systematic Financial Management, an estimated $122M added.
  • The largest Edgewell Personal Care seller in Q4 2013 was TCW Group, an estimated $83.1M sold.

Based on aggregated 13F filings for Q4 2013.