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Edgewell Personal Care
EPC

420 hedge funds and large institutions have $5.8B invested in Edgewell Personal Care in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 126 increasing their positions, 168 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $27M | Put options by funds: $7.39M

110% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 29

18% more capital invested

Capital invested by funds: $4.91B → $5.8B (+$897M)

7% more funds holding

Funds holding: 391 → 420 (+29)

25% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 168

Holders
420
Holders Change
+29
Holders Change %
+7.42%
% of All Funds
12.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
61
Increased
126
Reduced
168
Closed
29
Calls
$27M
Puts
$7.39M
Net Calls
+$19.6M
Net Calls Change
+$248K

Top Buyers

1
SFM
Systematic Financial Management
New Jersey
+$122M
2
Principal Financial Group
Principal Financial Group
Iowa
+$68.6M
3
BIT
BlackRock Institutional Trust
California
+$33.2M
4
JP Morgan Chase
JP Morgan Chase
New York
+$27M
5
APG Asset Management
APG Asset Management
Netherlands
+$25.4M

Top Sellers

1
TG
TCW Group
California
-$83.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$79.4M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$58.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$29.7M
5
Axa
Axa
France
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
276
Huntington National Bank
Ohio
$638K +$67.3K +884 +13%
Calamos Advisors
277
Calamos Advisors
Illinois
$623K +$134K +1,767 +29%
MGIA
278
Moneta Group Investment Advisors
Missouri
$615K -$14.8K -195 -2%
MNBTD
279
Moody National Bank Trust Division
Texas
$614K -$2.05K -27 -0.4%
Grantham, Mayo, Van Otterloo & Co (GMO)
280
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$611K -$130K -1,708 -18%
AI
281
Atria Investments
North Carolina
$609K -$8.52K -112 -1%
NCA
282
NCM Capital Advisers
North Carolina
$595K – – –
TH
283
Timber Hill
Connecticut
$595K +$7.15K +94 +1%
LWM
284
Lyons Wealth Management
Florida
$589K +$241K +3,161 +76%
OA
285
OFI Advisors
Pennsylvania
$588K +$304 +4 +0.1%
Caisse de Depot et Placement du Quebec (CDPQ)
286
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$574K -$216K -2,833 -28%
CSIC
287
Clifford Swan Investment Counsel
California
$574K – – –
MYAM
288
Meiji Yasuda Asset Management
Japan
$556K -$56.5K -742 -10%
JFGIW
289
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$551K -$38.8K -510 -7%
Truist Financial
290
Truist Financial
North Carolina
$548K -$57.7K -758 -10%
CMANY
291
Capital Management Associates (New York)
New York
$541K – – –
Neuberger Berman Group
292
Neuberger Berman Group
New York
$539K +$28.5K +375 +6%
FT
293
Fiduciary Trust
Massachusetts
$532K – – –
DIA
294
Dana Investment Advisors
Wisconsin
$524K +$19.7K +259 +4%
PAM
295
Paradigm Asset Management
New York
$514K +$10.3K +135 +2%
JIM
296
Jensen Investment Management
Oregon
$512K +$46.2K +607 +11%
HW
297
Hancock Whitney
Mississippi
$502K +$476K +6,259 New
IA
298
Icon Advisers
Colorado
$498K – – –
BCMU
299
BlueCrest Capital Management (UK)
Guernsey
$498K +$472K +6,205 New
DSC
300
Duncker Streett & Co
Missouri
$495K +$6.92K +91 +1%
10 11
12
13 14

EPC Hedge Fund Activity: Q4 2013 in Review

420 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2013, worth a combined $5.8B — up 18% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EPC positions and 29 closed out — a net gain of 32 holders — while 126 added to existing stakes and 168 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $122M. The largest seller was TCW Group, cutting an estimated $83.1M.

  • 420 institutional investors held Edgewell Personal Care (EPC) as of Q4 2013, up from 391 in Q3 2013.
  • Funds reported $5.8B of Edgewell Personal Care stock for Q4 2013, up 18% quarter-over-quarter.
  • 61 funds opened new Edgewell Personal Care positions in Q4 2013 and 29 closed out, a net change of +32 holders.
  • The largest Edgewell Personal Care buyer in Q4 2013 was Systematic Financial Management, an estimated $122M added.
  • The largest Edgewell Personal Care seller in Q4 2013 was TCW Group, an estimated $83.1M sold.

Based on aggregated 13F filings for Q4 2013.