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Edgewell Personal Care

410 hedge funds and large institutions have $7.52B invested in Edgewell Personal Care in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 136 increasing their positions, 158 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $201M | Put options by funds: $61M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

8% more capital invested

Capital invested by funds: $6.96B → $7.52B (+$561M)

4% less funds holding

Funds holding: 429410 (-19)

14% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 158

29% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 48

Holders
410
Holders Change
-19
Holders Change %
-4.43%
% of All Funds
10.93%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
34
Increased
136
Reduced
158
Closed
48
Calls
$201M
Puts
$61M
Net Calls
+$140M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
276
Smithfield Trust
Pennsylvania
$553K -$5.35K -54 -1%
UCFA
277
United Capital Financial Advisors
Texas
$534K
HNB
278
Huntington National Bank
Ohio
$520K +$2.68K +27 +0.5%
DIA
279
Dean Investment Associates
Ohio
$518K +$12.5K +126 +3%
Connor, Clark & Lunn Investment Management (CC&L)
280
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$497K
PFBT
281
Parkside Financial Bank & Trust
Missouri
$482K -$2.08K -21 -0.4%
EHC
282
Everett Harris & Co
California
$479K -$16.1K -162 -3%
TMAM
283
Tokio Marine Asset Management
Japan
$467K -$85.4K -862 -16%
HighTower Advisors
284
HighTower Advisors
Illinois
$465K -$3.87K -39 -0.9%
NCA
285
NCM Capital Advisers
North Carolina
$462K
Twin Tree Management
286
Twin Tree Management
Texas
$457K +$443K +4,467 New
Mackenzie Financial
287
Mackenzie Financial
Ontario, Canada
$452K -$26.1K -263 -6%
NG
288
NatWest Group
United Kingdom
$451K -$25.4K -256 -5%
FCI
289
Financial Counselors Inc
Kansas
$449K -$48.3K -487 -10%
TYCC
290
Texas Yale Capital Corp
Florida
$443K -$1.09K -11 -0.3%
Commonwealth Equity Services
291
Commonwealth Equity Services
Massachusetts
$440K +$6.84K +69 +2%
Truist Financial
292
Truist Financial
North Carolina
$431K +$34.9K +352 +9%
SGA
293
Strategic Global Advisors
California
$429K
Arrowstreet Capital
294
Arrowstreet Capital
Massachusetts
$428K -$2.65M -26,759 -86%
CONA
295
Capital One National Association
New York
$407K -$155K -1,569 -28%
JIC
296
Johnson Investment Counsel
Ohio
$402K
OI
297
Oakbrook Investments
Illinois
$400K +$20K +202 +5%
TAM
298
Tocqueville Asset Management
New York
$400K +$388K +3,912 New
KAH
299
Kathryn A. Hall
$359K
Verition Fund Management
300
Verition Fund Management
Connecticut
$353K +$92.8K +936 +37%

EPC Hedge Fund Activity: Q1 2015 in Review

410 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q1 2015, worth a combined $7.52B — up 8.1% from $6.96B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of EPC and 34 opened new positions — a net loss of 14 holders — while 158 trimmed existing stakes and 136 added.

The largest buyer was Fidelity Investments, adding an estimated $203M. The largest seller was Manning & Napier Advisors, cutting an estimated $111M.

  • 410 institutional investors held Edgewell Personal Care (EPC) as of Q1 2015, down from 429 in Q4 2014.
  • Funds reported $7.52B of Edgewell Personal Care stock for Q1 2015, up 8.1% quarter-over-quarter.
  • 34 funds opened new Edgewell Personal Care positions in Q1 2015 and 48 closed out, a net change of -14 holders.
  • The largest Edgewell Personal Care buyer in Q1 2015 was Fidelity Investments, an estimated $203M added.
  • The largest Edgewell Personal Care seller in Q1 2015 was Manning & Napier Advisors, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2015.