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Edgewell Personal Care

346 hedge funds and large institutions have $3.99B invested in Edgewell Personal Care in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 111 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $132M | Put options by funds: $74.1M

7% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 119

1.04% less ownership

Funds ownership: 86.54%85.5% (-1%)

4% less funds holding

Funds holding: 359346 (-13)

8% less capital invested

Capital invested by funds: $4.33B → $3.99B (-$347M)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
346
Holders Change
-13
Holders Change %
-3.62%
% of All Funds
9.23%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
24
Increased
111
Reduced
119
Closed
33
Calls
$132M
Puts
$74.1M
Net Calls
+$58M
Net Calls Change
+$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
251
Advisor Group
Arizona
$297K -$2.9K -36 -1%
SCM
252
Stevens Capital Management
Pennsylvania
$297K +$301K +3,731 New
PG
253
PEAK6 Group
Illinois
$286K -$292K -3,619 -50%
CIA
254
Choate Investment Advisors
Massachusetts
$284K
CMBA
255
C.M. Bidwell & Associates
Hawaii
$280K -$3.56M -44,145 -93%
Skandinaviska Enskilda Banken (SEB)
256
Skandinaviska Enskilda Banken (SEB)
Sweden
$278K
GH
257
GAM Holding
Switzerland
$266K
UB
258
UMB Bank
Missouri
$266K
Truist Financial
259
Truist Financial
North Carolina
$264K -$7.18K -89 -3%
TYCC
260
Texas Yale Capital Corp
Florida
$255K
CFG
261
Citizens Financial Group
Rhode Island
$255K +$98.5K +1,221 +62%
SAM
262
Shell Asset Management
Netherlands
$251K
JMPWA
263
JP Morgan Private Wealth Advisors
California
$245K -$153K -1,900 -38%
HNB
264
Huntington National Bank
Ohio
$245K -$36.1K -448 -13%
LWAC
265
Laurel Wealth Advisors (California)
California
$233K -$11.3K -140 -5%
AIM
266
Artemis Investment Management
United Kingdom
$227K -$9.51M -117,910 -98%
PFBT
267
Parkside Financial Bank & Trust
Missouri
$223K -$48.4K -600 -23%
PM
268
Parametrica Management
Hong Kong
$217K +$221K +2,735 New
CA
269
Commerzbank Aktiengesellschaft
Germany
$215K -$52.9K -656 -20%
TMAM
270
Tokio Marine Asset Management
Japan
$215K -$19.3K -239 -8%
GCP
271
GSA Capital Partners
United Kingdom
$204K +$207K +2,567 New
ST
272
Smithfield Trust
Pennsylvania
$196K
LTFS
273
Ladenburg Thalmann Financial Services
Florida
$175K +$21.1K +262 +14%
Creative Planning
274
Creative Planning
Kansas
$155K +$887 +11 +0.6%
SEI Investments
275
SEI Investments
Pennsylvania
$153K +$33K +409 +27%

EPC Hedge Fund Activity: Q3 2016 in Review

346 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2016, worth a combined $3.99B — down 8% from $4.33B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EPC and 24 opened new positions — a net loss of 9 holders — while 119 trimmed existing stakes and 111 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $50.6M. The largest seller was Goldman Sachs, cutting an estimated $60M.

  • 346 institutional investors held Edgewell Personal Care (EPC) as of Q3 2016, down from 359 in Q2 2016.
  • Funds reported $3.99B of Edgewell Personal Care stock for Q3 2016, down 8% quarter-over-quarter.
  • 24 funds opened new Edgewell Personal Care positions in Q3 2016 and 33 closed out, a net change of -9 holders.
  • The largest Edgewell Personal Care buyer in Q3 2016 was T. Rowe Price Associates, an estimated $50.6M added.
  • The largest Edgewell Personal Care seller in Q3 2016 was Goldman Sachs, an estimated $60M sold.

Based on aggregated 13F filings for Q3 2016.