We are live on ! Find out more
EPC icon

Edgewell Personal Care

410 hedge funds and large institutions have $7.52B invested in Edgewell Personal Care in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 136 increasing their positions, 158 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $201M | Put options by funds: $61M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

8% more capital invested

Capital invested by funds: $6.96B → $7.52B (+$561M)

4% less funds holding

Funds holding: 429410 (-19)

14% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 158

29% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 48

Holders
410
Holders Change
-19
Holders Change %
-4.43%
% of All Funds
10.93%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
34
Increased
136
Reduced
158
Closed
48
Calls
$201M
Puts
$61M
Net Calls
+$140M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
226
Paloma Partners
Connecticut
$1.02M +$993K +10,016 New
CIA
227
Choate Investment Advisors
Massachusetts
$1.02M -$437K -4,411 -31%
CBOA
228
Commonwealth Bank of Australia
Australia
$1.02M +$80.2K +809 +9%
WIS
229
Wright Investors Service
Connecticut
$1M -$23.5K -237 -2%
GS
230
GAM Systematic
United Kingdom
$988K -$628K -6,339 -40%
GT
231
Greenleaf Trust
Michigan
$977K
PFA
232
Paradigm Financial Advisors
Missouri
$976K +$95.9K +968 +11%
PP
233
PDT Partners
New York
$936K -$4.81M -48,588 -84%
SG Americas Securities
234
SG Americas Securities
New York
$924K -$1.02M -10,325 -53%
LS
235
Livforsakringsbolaget Skandia
Sweden
$916K -$321K -3,237 -27%
AP
236
Atwood & Palmer
Missouri
$906K +$844K +8,515 +2,527%
JMPWA
237
JP Morgan Private Wealth Advisors
California
$903K -$20.1K -203 -2%
Nomura Asset Management
238
Nomura Asset Management
Japan
$892K -$54.8K -553 -6%
LPL Financial
239
LPL Financial
California
$890K -$155K -1,566 -15%
MGIA
240
Moneta Group Investment Advisors
Missouri
$886K +$122K +1,233 +17%
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$866K +$103K +1,038 +14%
GL
242
GLG LLC
New York
$835K -$8.13K -82 -1%
SCM
243
Shelton Capital Management
Colorado
$821K -$55.9K -564 -7%
LIM
244
Leavell Investment Management
Alabama
$819K
CFB
245
Cullen/Frost Bankers
Texas
$815K -$3.78M -38,125 -83%
OA
246
OFI Advisors
Pennsylvania
$805K +$63.1K +637 +9%
TH
247
Timber Hill
Connecticut
$805K +$779K +7,866 New
ANRIA
248
American National Registered Investment Advisor
Texas
$797K -$54.8K -553 -7%
MNBTD
249
Moody National Bank Trust Division
Texas
$794K +$14.1K +142 +2%
SAM
250
Shell Asset Management
Netherlands
$779K -$430K -4,337 -36%

EPC Hedge Fund Activity: Q1 2015 in Review

410 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q1 2015, worth a combined $7.52B — up 8.1% from $6.96B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of EPC and 34 opened new positions — a net loss of 14 holders — while 158 trimmed existing stakes and 136 added.

The largest buyer was Fidelity Investments, adding an estimated $203M. The largest seller was Manning & Napier Advisors, cutting an estimated $111M.

  • 410 institutional investors held Edgewell Personal Care (EPC) as of Q1 2015, down from 429 in Q4 2014.
  • Funds reported $7.52B of Edgewell Personal Care stock for Q1 2015, up 8.1% quarter-over-quarter.
  • 34 funds opened new Edgewell Personal Care positions in Q1 2015 and 48 closed out, a net change of -14 holders.
  • The largest Edgewell Personal Care buyer in Q1 2015 was Fidelity Investments, an estimated $203M added.
  • The largest Edgewell Personal Care seller in Q1 2015 was Manning & Napier Advisors, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2015.