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Edgewell Personal Care

314 hedge funds and large institutions have $3.8B invested in Edgewell Personal Care in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 93 increasing their positions, 111 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more call options, than puts

Call options by funds: $35.4M | Put options by funds: $7.34M

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

1.34% more ownership

Funds ownership: 90.32%91.65% (+1.3%)

1% more funds holding

Funds holding: 310314 (+4)

4% less capital invested

Capital invested by funds: $3.94B → $3.8B (-$143M)

16% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 111

Holders
314
Holders Change
+4
Holders Change %
+1.29%
% of All Funds
7.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
93
Reduced
111
Closed
36
Calls
$35.4M
Puts
$7.34M
Net Calls
+$28M
Net Calls Change
+$58.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CTB
251
Country Trust Bank
Illinois
$117K
KPCM
252
Kings Point Capital Management
New York
$109K
SBL
253
Sargent Bickham Lagudis
Colorado
$109K
Simplex Trading
254
Simplex Trading
Illinois
$106K -$145K -1,972 -57%
PFBT
255
Parkside Financial Bank & Trust
Missouri
$102K
BFEC
256
Benjamin F. Edwards & Company
Missouri
$95K
OMCS
257
Old Mutual Customised Solutions
South Africa
$95K
MRCM
258
M&R Capital Management
New Jersey
$94K
WAM
259
Wolverine Asset Management
Illinois
$90K +$92.1K +1,249 New
TWA
260
TCI Wealth Advisors
Arizona
$76K
CCM
261
Covington Capital Management
California
$73K +$73.7K +1,000 New
EFSCE
262
Enterprise Financial Services Corp (EFSC)
Missouri
$63K
GT
263
Glenmede Trust
Pennsylvania
$59K -$674K -9,142 -92%
WT
264
Whittier Trust
California
$58K +$59.2K +803 New
SNT
265
Security National Trust
West Virginia
$52K
AAP
266
Arax Advisory Partners
Colorado
$51K -$74 -1 -0.1%
OIA
267
OneDigital Investment Advisors
Kansas
$51K
YWP
268
YorkBridge Wealth Partners
New York
$46K
HR
269
Howe & Rusling
New York
$43K
PMFA
270
Plante Moran Financial Advisors
Michigan
$41K
IA
271
IFP Advisors
Florida
$40K -$18.9K -257 -32%
KF
272
Krilogy Financial
Missouri
$40K
ClearBridge Investments
273
ClearBridge Investments
New York
$39K +$885 +12 +2%
FANJ
274
Financial Architects (New Jersey)
New Jersey
$38K +$4.05K +55 +12%
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$38K +$38.7K +525 New

EPC Hedge Fund Activity: Q3 2017 in Review

314 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2017, worth a combined $3.8B — down 3.6% from $3.94B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EPC positions and 36 closed out — a net gain of 6 holders — while 93 added to existing stakes and 111 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $105M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $83.2M sold.

  • 314 institutional investors held Edgewell Personal Care (EPC) as of Q3 2017, up from 310 in Q2 2017.
  • Funds reported $3.8B of Edgewell Personal Care stock for Q3 2017, down 3.6% quarter-over-quarter.
  • 42 funds opened new Edgewell Personal Care positions in Q3 2017 and 36 closed out, a net change of +6 holders.
  • The largest Edgewell Personal Care buyer in Q3 2017 was T. Rowe Price Associates, an estimated $105M added.
  • The largest Edgewell Personal Care seller in Q3 2017 was Janus Henderson Group, an estimated $83.2M sold.

Based on aggregated 13F filings for Q3 2017.