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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
PFM
251
Parsec Financial Management
North Carolina
$286K
CMBA
252
C.M. Bidwell & Associates
Hawaii
$284K +$29K +375 +11%
PAM
253
Panagora Asset Management
Massachusetts
$280K
TD Asset Management
254
TD Asset Management
Ontario, Canada
$269K -$8.51K -110 -3%
HighTower Advisors
255
HighTower Advisors
Illinois
$265K +$284K +3,675 New
RJA
256
Raymond James & Associates
Florida
$263K -$24.9K -322 -8%
HNB
257
Huntington National Bank
Ohio
$263K +$40.3K +521 +17%
WAM
258
World Asset Management
Michigan
$261K -$19.9K -257 -7%
CIA
259
Choate Investment Advisors
Massachusetts
$261K
TAM
260
Tyers Asset Management
Texas
$247K +$262K +3,388 New
GH
261
GAM Holding
Switzerland
$244K
UB
262
UMB Bank
Missouri
$244K
FCI
263
Financial Counselors Inc
Kansas
$237K +$251K +3,250 New
CFG
264
Citizens Financial Group
Rhode Island
$234K
TYCC
265
Texas Yale Capital Corp
Florida
$234K
AG
266
Advisor Group
Arizona
$231K -$43.9K -568 -15%
SAM
267
Shell Asset Management
Netherlands
$230K
AIM
268
Acrospire Investment Management
Illinois
$224K +$238K +3,072 New
AIM
269
Artemis Investment Management
United Kingdom
$208K
PFBT
270
Parkside Financial Bank & Trust
Missouri
$204K
N
271
Natixis
France
$203K +$215K +2,775 New
NA
272
Neuburgh Advisers
California
$194K +$206K +2,662 New
ST
273
Smithfield Trust
Pennsylvania
$180K
YWP
274
YorkBridge Wealth Partners
New York
$173K +$164K +2,125 New
First Manhattan
275
First Manhattan
New York
$170K -$155K -2,000 -46%

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.