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Edgewell Personal Care

352 hedge funds and large institutions have $3.77B invested in Edgewell Personal Care in 2016 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 41

4.3% more ownership

Funds ownership: 85.5%89.8% (+4.3%)

2% more funds holding

Funds holding: 346352 (+6)

3% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 114

5% less capital invested

Capital invested by funds: $3.99B → $3.77B (-$212M)

70% less call options, than puts

Call options by funds: $9.91M | Put options by funds: $33.4M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
352
Holders Change
+6
Holders Change %
+1.73%
% of All Funds
8.8%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
53
Increased
111
Reduced
114
Closed
41
Calls
$9.91M
Puts
$33.4M
Net Calls
-$23.5M
Net Calls Change
-$81.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
226
SVB Wealth
Massachusetts
$406K -$82K -1,060 -16%
IR
227
Invictus RG
Bermuda
$400K +$424K +5,478 New
CC
228
Cipher Capital
New York
$399K +$423K +5,474 New
RFC
229
Regions Financial Corp
Alabama
$385K +$14.3K +185 +4%
XK
230
Xact Kapitalforvaltning
Sweden
$383K +$67.1K +868 +20%
JMPWA
231
JP Morgan Private Wealth Advisors
California
$363K +$146K +1,894 +61%
FT
232
Fiduciary Trust
Massachusetts
$359K
Robeco Institutional Asset Management
233
Robeco Institutional Asset Management
Netherlands
$348K -$1.3M -16,786 -78%
IRF
234
IBM Retirement Fund
New York
$345K -$60.5K -783 -14%
CIM
235
Calvert Investment Management
Maryland
$344K -$31.9K -412 -8%
DSC
236
Duncker Streett & Co
Missouri
$337K
MFW
237
Mosaic Family Wealth
Missouri
$334K
Jane Street
238
Jane Street
New York
$330K -$619K -8,005 -64%
VKH
239
Virtu KCG Holdings
New York
$330K +$350K +4,527 New
SCM
240
Shelton Capital Management
Colorado
$323K -$118K -1,520 -26%
SEC
241
Seven Eight Capital
New York
$321K +$340K +4,400 New
WBC
242
Westpac Banking Corp
Australia
$313K
SMDAM
243
Sumitomo Mitsui DS Asset Management
Japan
$311K -$7.35K -95 -2%
UCFA
244
United Capital Financial Advisors
Texas
$310K +$13.2K +171 +4%
SSA
245
Schonfeld Strategic Advisors
New York
$309K +$328K +4,244 New
JG
246
Jefferies Group
New York
$306K +$324K +4,187 New
FCM
247
Flinton Capital Management
Pennsylvania
$300K +$318K +4,114 New
GIA
248
Guyasuta Investment Advisors
Pennsylvania
$296K
EDRIA
249
Edmonds Duncan Registered Investment Advisors
Kansas
$294K
RCM
250
Riverhead Capital Management
Delaware
$292K

EPC Hedge Fund Activity: Q4 2016 in Review

352 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2016, worth a combined $3.77B — down 5.3% from $3.99B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EPC positions and 41 closed out — a net gain of 12 holders — while 111 added to existing stakes and 114 trimmed.

The largest buyer was Credit Suisse, adding an estimated $87.8M. The largest seller was Franklin Resources, cutting an estimated $47.6M.

  • 352 institutional investors held Edgewell Personal Care (EPC) as of Q4 2016, up from 346 in Q3 2016.
  • Funds reported $3.77B of Edgewell Personal Care stock for Q4 2016, down 5.3% quarter-over-quarter.
  • 53 funds opened new Edgewell Personal Care positions in Q4 2016 and 41 closed out, a net change of +12 holders.
  • The largest Edgewell Personal Care buyer in Q4 2016 was Credit Suisse, an estimated $87.8M added.
  • The largest Edgewell Personal Care seller in Q4 2016 was Franklin Resources, an estimated $47.6M sold.

Based on aggregated 13F filings for Q4 2016.