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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
SJIM
276
St. Johns Investment Management
Florida
$10K
RE
277
RBC Europe
United Kingdom
$9.76K
EA
278
Edge Advisors
Georgia
$8K
GFP
279
Gryphon Financial Partners
Ohio
$7K -$3.02K -56 -27%
WAM
280
Wealthspire Advisors (Maryland)
Maryland
$7K +$5.5K +102 +276%
BDWM
281
Brewin Dolphin Wealth Management
Ireland
$6.83K
CAW
282
Cornerstone Advisors (Washington)
Washington
$6K +$1.02K +19 +18%
PCG
283
Private Capital Group
Connecticut
$5K -$61.6K -1,143 -92%
PI
284
PineBridge Investments
New York
$5K -$4.69K -87 -47%
PG
285
Patten Group
Tennessee
$5K
SSB
286
Sandy Spring Bank
Maryland
$5K
SWM
287
SeaCrest Wealth Management
New York
$5K
BFC
288
Bedel Financial Consulting
Indiana
$5K +$5.5K +102 New
JA
289
JOYN Advisors
Georgia
$5K +$5.87K +109 New
FDCDDQ
290
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.88K
IBOK
291
Independence Bank of Kentucky
Kentucky
$3K +$2.91K +54 New
IIC
292
Integrated Investment Consultants
Michigan
$3K +$3.23K +60 New
LF
293
Lee Financial
Texas
$3K +$3.29K +61 New
CCM
294
Cribstone Capital Management
Maine
$3K +$3.77K +70 New
EARNEST Partners
295
EARNEST Partners
Georgia
$2K
JFA
296
JNBA Financial Advisors
Minnesota
$2K
ZB
297
Zions Bancorporation
Utah
$2K
LFG
298
LifePlan Financial Group
Ohio
$2K +$1.78K +33 New
PCP
299
Proficio Capital Partners
Massachusetts
$2K +$2.69K +50 New
AWM
300
Aevitas Wealth Management
Massachusetts
$1K

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.