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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
SIC
276
Salem Investment Counselors
North Carolina
$36K
TCM
277
Tributary Capital Management
Nebraska
$31K +$31.3K +425 New
LA
278
Legacy Advisors
Pennsylvania
$30K
TCM
279
Tradewinds Capital Management
Washington
$30K
TF
280
Tompkins Financial
New York
$30K +$30.3K +411 New
RWA
281
Ropes Wealth Advisors
Massachusetts
$29K
NSIM
282
North Star Investment Management
Illinois
$22K
FMII
283
Farmers & Merchants Investments Inc
Nebraska
$18K
MMG
284
Monetary Management Group
Missouri
$18K
ADL
285
Asset Dedication LLC
California
$17K
TG
286
TLP Group
Illinois
$17K +$17.3K +235 New
SPIA
287
Steward Partners Investment Advisory
New York
$16K -$19.2K -260 -53%
RFA
288
Reilly Financial Advisors
California
$15K
SJIM
289
St. Johns Investment Management
Florida
$15K
RE
290
RBC Europe
United Kingdom
$14.6K +$14.7K +200 New
GAM
291
Gemmer Asset Management
California
$14K -$3.91K -53 -18%
EA
292
Edge Advisors
Georgia
$12K
VIA
293
Vantage Investment Advisors
Pennsylvania
$12K
WCBA
294
Weaver C. Barksdale & Associates
Tennessee
$12K +$369 +5 +3%
BDWM
295
Brewin Dolphin Wealth Management
Ireland
$10.2K +$10.3K +140 New
AIL
296
AGF Investments LLC
Ontario, Canada
$9K
CAW
297
Cornerstone Advisors (Washington)
Washington
$8K
FDCDDQ
298
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.28K
PG
299
Patten Group
Tennessee
$7K -$737 -10 -9%
SSB
300
Sandy Spring Bank
Maryland
$7K

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.