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Edgewell Personal Care

250 hedge funds and large institutions have $1.39B invested in Edgewell Personal Care in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 76

0.67% more ownership

Funds ownership: 94.87%95.54% (+0.67%)

4% less funds holding

Funds holding: 261250 (-11)

14% less call options, than puts

Call options by funds: $6.58M | Put options by funds: $7.63M

14% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 51

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

38% less capital invested

Capital invested by funds: $2.25B → $1.39B (-$859M)

Holders
250
Holders Change
-11
Holders Change %
-4.21%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
44
Increased
80
Reduced
76
Closed
51
Calls
$6.58M
Puts
$7.63M
Net Calls
-$1.04M
Net Calls Change
-$992K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
226
Tradewinds Capital Management
Washington
$11K
ASN
227
Advisory Services Network
Georgia
$10K -$713 -20 -5%
AG
228
Advisor Group
Arizona
$8K
HPC
229
HM Payson & Co
Maine
$8K +$10.7K +300 New
SCA
230
Stonebridge Capital Advisors
Minnesota
$8K +$11K +309 New
FMII
231
Farmers & Merchants Investments Inc
Nebraska
$7K
GAM
232
Gemmer Asset Management
California
$6K -$6.81K -191 -57%
ADL
233
Asset Dedication LLC
California
$6K
SNT
234
Security National Trust
West Virginia
$6K
TF
235
TimeScale Financial
Massachusetts
$6K +$8.59K +241 New
RE
236
RBC Europe
United Kingdom
$5.39K
BWM
237
BerganKDV Wealth Management
Minnesota
$5K
SJIM
238
St. Johns Investment Management
Florida
$5K
BFC
239
Bedel Financial Consulting
Indiana
$3K
RFA
240
Reilly Financial Advisors
California
$3K
VFA
241
Valeo Financial Advisors
Indiana
$2K -$2.32K -65 -50%
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$2K +$2K +56 New
EAM
243
Eukles Asset Management
Ohio
$1K -$74.8K -2,098 -98%
PA
244
Parallel Advisors
California
$1K -$1.39K -39 -60%
LFG
245
LifePlan Financial Group
Ohio
$1K
GT
246
Glenmede Trust
Pennsylvania
$12 -$21.6K -607 -56%
CRM
247
Cramer Rosenthal McGlynn
Connecticut
-$44.4M -1,010,716 Closed
SCP
248
Seizert Capital Partners
Michigan
-$13.3M -302,008 Closed
BGIM
249
Brandywine Global Investment Management
Pennsylvania
-$8.19M -186,516 Closed
Two Sigma Investments
250
Two Sigma Investments
New York
-$4.72M -107,619 Closed

EPC Hedge Fund Activity: Q2 2019 in Review

250 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q2 2019, worth a combined $1.39B — down 38% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of EPC and 44 opened new positions — a net loss of 7 holders — while 76 trimmed existing stakes and 80 added.

The largest buyer was Fidelity Investments, adding an estimated $62.4M. The largest seller was JP Morgan Chase, cutting an estimated $107M.

  • 250 institutional investors held Edgewell Personal Care (EPC) as of Q2 2019, down from 261 in Q1 2019.
  • Funds reported $1.39B of Edgewell Personal Care stock for Q2 2019, down 38% quarter-over-quarter.
  • 44 funds opened new Edgewell Personal Care positions in Q2 2019 and 51 closed out, a net change of -7 holders.
  • The largest Edgewell Personal Care buyer in Q2 2019 was Fidelity Investments, an estimated $62.4M added.
  • The largest Edgewell Personal Care seller in Q2 2019 was JP Morgan Chase, an estimated $107M sold.

Based on aggregated 13F filings for Q2 2019.