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Edgewell Personal Care

303 hedge funds and large institutions have $2.55B invested in Edgewell Personal Care in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 117 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.6% more ownership

Funds ownership: 94.93%97.53% (+2.6%)

5% less funds holding

Funds holding: 319303 (-16)

17% less capital invested

Capital invested by funds: $3.09B → $2.55B (-$535M)

27% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 45

29% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 117

44% less call options, than puts

Call options by funds: $7.11M | Put options by funds: $12.7M

Holders
303
Holders Change
-16
Holders Change %
-5.02%
% of All Funds
6.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
83
Reduced
117
Closed
45
Calls
$7.11M
Puts
$12.7M
Net Calls
-$5.56M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
251
Tributary Capital Management
Nebraska
$28K +$31K +575 New
ClearBridge Investments
252
ClearBridge Investments
New York
$27K
FANJ
253
Financial Architects (New Jersey)
New Jersey
$26K -$1.72K -32 -6%
BCA
254
Bray Capital Advisors
Florida
$26K +$29.1K +540 New
SIC
255
Salem Investment Counselors
North Carolina
$24K
OIA
256
OneDigital Investment Advisors
Kansas
$20K -$16.2K -300 -43%
IA
257
IFP Advisors
Florida
$20K
LA
258
Legacy Advisors
Pennsylvania
$20K
RWA
259
Ropes Wealth Advisors
Massachusetts
$20K
TCM
260
Tradewinds Capital Management
Washington
$20K
KF
261
Krilogy Financial
Missouri
$19K -$8.35K -155 -29%
QCG
262
Quadrant Capital Group
Ohio
$18K +$21.6K +401 +1,542%
ASN
263
Advisory Services Network
Georgia
$17K
PA
264
Parallel Advisors
California
$16K +$15.5K +288 +823%
GAM
265
Gemmer Asset Management
California
$15K -$25K -464 -62%
NSIM
266
North Star Investment Management
Illinois
$15K
FMII
267
Farmers & Merchants Investments Inc
Nebraska
$12K
MMG
268
Monetary Management Group
Missouri
$12K
SNT
269
Security National Trust
West Virginia
$11K -$26.9K -500 -69%
ADL
270
Asset Dedication LLC
California
$11K
SWP
271
Stratos Wealth Partners
Ohio
$11K
VIA
272
Vantage Investment Advisors
Pennsylvania
$11K
VFA
273
Valeo Financial Advisors
Indiana
$10K -$22.1K -410 -66%
PGWM
274
Parisi Gray Wealth Management
New Jersey
$10K
RFA
275
Reilly Financial Advisors
California
$10K

EPC Hedge Fund Activity: Q1 2018 in Review

303 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q1 2018, worth a combined $2.55B — down 17% from $3.09B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of EPC and 33 opened new positions — a net loss of 12 holders — while 117 trimmed existing stakes and 83 added.

The largest buyer was Legion Partners Asset Management, opening a new position worth an estimated $41M. The largest seller was Schroder Investment Management Group, cutting an estimated $32M.

  • 303 institutional investors held Edgewell Personal Care (EPC) as of Q1 2018, down from 319 in Q4 2017.
  • Funds reported $2.55B of Edgewell Personal Care stock for Q1 2018, down 17% quarter-over-quarter.
  • 33 funds opened new Edgewell Personal Care positions in Q1 2018 and 45 closed out, a net change of -12 holders.
  • The largest Edgewell Personal Care buyer in Q1 2018 was Legion Partners Asset Management, an estimated $41M added.
  • The largest Edgewell Personal Care seller in Q1 2018 was Schroder Investment Management Group, an estimated $32M sold.

Based on aggregated 13F filings for Q1 2018.