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Edgewell Personal Care

319 hedge funds and large institutions have $3.09B invested in Edgewell Personal Care in 2017 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 110 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $23.3M | Put options by funds: $7.26M

17% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 42

3.28% more ownership

Funds ownership: 91.65%94.93% (+3.3%)

2% more funds holding

Funds holding: 314319 (+5)

16% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 110

19% less capital invested

Capital invested by funds: $3.8B → $3.09B (-$708M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
7.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
49
Increased
92
Reduced
110
Closed
42
Calls
$23.3M
Puts
$7.26M
Net Calls
+$16M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
251
TCI Wealth Advisors
Arizona
$62K
CCM
252
Covington Capital Management
California
$59K
EFSCE
253
Enterprise Financial Services Corp (EFSC)
Missouri
$51K
WT
254
Whittier Trust
California
$48K
GT
255
Glenmede Trust
Pennsylvania
$47K -$1.26K -20 -2%
SNT
256
Security National Trust
West Virginia
$43K
AAP
257
Arax Advisory Partners
Colorado
$42K
OIA
258
OneDigital Investment Advisors
Kansas
$42K
II
259
Inspire Investing
Idaho
$42K +$44.7K +711 New
GAM
260
Gemmer Asset Management
California
$39K +$31.9K +507 +213%
VFA
261
Valeo Financial Advisors
Indiana
$37K -$190K -3,020 -83%
HR
262
Howe & Rusling
New York
$35K
PMFA
263
Plante Moran Financial Advisors
Michigan
$34K
FANJ
264
Financial Architects (New Jersey)
New Jersey
$34K +$3.27K +52 +10%
YWP
265
YorkBridge Wealth Partners
New York
$33K
CG
266
Cutler Group
California
$33K +$35.6K +566 New
KF
267
Krilogy Financial
Missouri
$32K
ClearBridge Investments
268
ClearBridge Investments
New York
$32K +$126 +2 +0.4%
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$31K
SIC
270
Salem Investment Counselors
North Carolina
$30K
LA
271
Legacy Advisors
Pennsylvania
$24K
RWA
272
Ropes Wealth Advisors
Massachusetts
$24K
TCM
273
Tradewinds Capital Management
Washington
$24K
TG
274
TLP Group
Illinois
$24K +$10.6K +169 +72%
HNB
275
Huntington National Bank
Ohio
$21K -$101K -1,602 -82%

EPC Hedge Fund Activity: Q4 2017 in Review

319 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2017, worth a combined $3.09B — down 19% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new EPC positions and 42 closed out — a net gain of 7 holders — while 92 added to existing stakes and 110 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $61.8M. The largest seller was Putnam Investments, cutting an estimated $109M.

  • 319 institutional investors held Edgewell Personal Care (EPC) as of Q4 2017, up from 314 in Q3 2017.
  • Funds reported $3.09B of Edgewell Personal Care stock for Q4 2017, down 19% quarter-over-quarter.
  • 49 funds opened new Edgewell Personal Care positions in Q4 2017 and 42 closed out, a net change of +7 holders.
  • The largest Edgewell Personal Care buyer in Q4 2017 was T. Rowe Price Associates, an estimated $61.8M added.
  • The largest Edgewell Personal Care seller in Q4 2017 was Putnam Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2017.