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Edgewell Personal Care

292 hedge funds and large institutions have $2.8B invested in Edgewell Personal Care in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

147% more call options, than puts

Call options by funds: $60M | Put options by funds: $24.3M

9% more capital invested

Capital invested by funds: $2.55B → $2.8B (+$240M)

5.57% more ownership

Funds ownership: 97.53%103.1% (+5.6%)

4% less funds holding

Funds holding: 303292 (-11)

23% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 47

24% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 104

Holders
292
Holders Change
-11
Holders Change %
-3.63%
% of All Funds
6.68%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
36
Increased
79
Reduced
104
Closed
47
Calls
$60M
Puts
$24.3M
Net Calls
+$35.7M
Net Calls Change
+$41.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
276
Bedel Financial Consulting
Indiana
$5K
SSB
277
Sandy Spring Bank
Maryland
$5K
SWM
278
SeaCrest Wealth Management
New York
$5K
ST
279
Sageworth Trust
Pennsylvania
$5K +$4.13K +90 New
Rockefeller Capital Management
280
Rockefeller Capital Management
New York
$5K +$4.41K +96 New
CFN
281
Cordasco Financial Network
Florida
$5K +$4.5K +98 New
VFA
282
Valeo Financial Advisors
Indiana
$4K -$6.89K -150 -70%
PI
283
PineBridge Investments
New York
$4K -$965 -21 -22%
CCM
284
Cribstone Capital Management
Maine
$4K
FHA
285
Flagship Harbor Advisors
Massachusetts
$4K +$3.67K +80 New
LF
286
Lee Financial
Texas
$3K
LFG
287
LifePlan Financial Group
Ohio
$2K
AWM
288
Aevitas Wealth Management
Massachusetts
$1K
VCM
289
Versant Capital Management
Arizona
$1K
AIL
290
AGF Investments LLC
Ontario, Canada
$18 +$16.4K +356 New
DGHMC
291
Dalton, Greiner, Hartman, Maher & Co
New York
-$12.9M -263,337 Closed
WHG
292
Westwood Holdings Group
Texas
-$9.81M -200,902 Closed
BCM
293
Beddow Capital Management
Wyoming
-$7.02M -143,805 Closed
Wellington Management Group
294
Wellington Management Group
Massachusetts
-$4.42M -90,512 Closed
Two Sigma Advisers
295
Two Sigma Advisers
New York
-$3.24M -66,350 Closed
Squarepoint
296
Squarepoint
New York
-$2.37M -48,612 Closed
Susquehanna International Group
297
Susquehanna International Group
Pennsylvania
-$1.61M -35,025 Closed
EGM
298
Engineers Gate Manager
New York
-$1.45M -29,732 Closed
Arrowstreet Capital
299
Arrowstreet Capital
Massachusetts
-$1.45M -29,600 Closed
State of New Jersey Common Pension Fund D
300
State of New Jersey Common Pension Fund D
New Jersey
-$1.42M -29,000 Closed

EPC Hedge Fund Activity: Q2 2018 in Review

292 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q2 2018, worth a combined $2.8B — up 9.4% from $2.55B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of EPC and 36 opened new positions — a net loss of 11 holders — while 104 trimmed existing stakes and 79 added.

The largest buyer was BlackRock, adding an estimated $56.6M. The largest seller was Credit Suisse, cutting an estimated $57.4M.

  • 292 institutional investors held Edgewell Personal Care (EPC) as of Q2 2018, down from 303 in Q1 2018.
  • Funds reported $2.8B of Edgewell Personal Care stock for Q2 2018, up 9.4% quarter-over-quarter.
  • 36 funds opened new Edgewell Personal Care positions in Q2 2018 and 47 closed out, a net change of -11 holders.
  • The largest Edgewell Personal Care buyer in Q2 2018 was BlackRock, an estimated $56.6M added.
  • The largest Edgewell Personal Care seller in Q2 2018 was Credit Suisse, an estimated $57.4M sold.

Based on aggregated 13F filings for Q2 2018.