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Edgewell Personal Care

250 hedge funds and large institutions have $1.39B invested in Edgewell Personal Care in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 76

0.67% more ownership

Funds ownership: 94.87%95.54% (+0.67%)

4% less funds holding

Funds holding: 261250 (-11)

14% less call options, than puts

Call options by funds: $6.58M | Put options by funds: $7.63M

14% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 51

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

38% less capital invested

Capital invested by funds: $2.25B → $1.39B (-$859M)

Holders
250
Holders Change
-11
Holders Change %
-4.21%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
44
Increased
80
Reduced
76
Closed
51
Calls
$6.58M
Puts
$7.63M
Net Calls
-$1.04M
Net Calls Change
-$992K
Name Holding Trade Value Shares
Change
Change in
Stake
II
276
Inspire Investing
Idaho
-$209K -4,762 Closed
GIA
277
GHP Investment Advisors
Colorado
-$209K -4,758 Closed
AWA
278
Arete Wealth Advisors
Illinois
-$205K -4,684 Closed
QT
279
Quantamental Technologies
New York
-$202K -4,594 Closed
MFW
280
Mosaic Family Wealth
Missouri
-$201K -4,576 Closed
CFB
281
Cullen/Frost Bankers
Texas
-$131K -2,994 Closed
SO
282
STRS Ohio
Ohio
-$83K -1,900 Closed
CG
283
Cutler Group
California
-$81K -1,865 Closed
FANJ
284
Financial Architects (New Jersey)
New Jersey
-$19K -428 Closed
NSIM
285
North Star Investment Management
Illinois
-$13K -300 Closed
Rockefeller Capital Management
286
Rockefeller Capital Management
New York
-$10K -226 Closed
CAPTRUST Financial Advisors
287
CAPTRUST Financial Advisors
North Carolina
-$9K -198 Closed
BDWM
288
Brewin Dolphin Wealth Management
Ireland
-$6.14K -140 Closed
MNBTD
289
Moody National Bank Trust Division
Texas
-$5K -105 Closed
SWM
290
SeaCrest Wealth Management
New York
-$4K -100 Closed
S
291
SignatureFD
Georgia
-$3K -66 Closed
WAM
292
Wealthspire Advisors (Maryland)
Maryland
-$2K -36 Closed
HGWM
293
Harvest Group Wealth Management
Massachusetts
-$2K -35 Closed
CAM
294
Cresset Asset Management
Illinois
-$1K -31 Closed
CAW
295
Cornerstone Advisors (Washington)
Washington
-$1K -26 Closed
VCM
296
Versant Capital Management
Arizona
-$321 -9 -45%
GWS
297
Glassman Wealth Services
Virginia
+$36 +1 New
BFEC
298
Benjamin F. Edwards & Company
Missouri
+$570 +16 New
PCP
299
Proficio Capital Partners
Massachusetts
+$642 +18 New

EPC Hedge Fund Activity: Q2 2019 in Review

250 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q2 2019, worth a combined $1.39B — down 38% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of EPC and 44 opened new positions — a net loss of 7 holders — while 76 trimmed existing stakes and 80 added.

The largest buyer was Fidelity Investments, adding an estimated $62.4M. The largest seller was JP Morgan Chase, cutting an estimated $107M.

  • 250 institutional investors held Edgewell Personal Care (EPC) as of Q2 2019, down from 261 in Q1 2019.
  • Funds reported $1.39B of Edgewell Personal Care stock for Q2 2019, down 38% quarter-over-quarter.
  • 44 funds opened new Edgewell Personal Care positions in Q2 2019 and 51 closed out, a net change of -7 holders.
  • The largest Edgewell Personal Care buyer in Q2 2019 was Fidelity Investments, an estimated $62.4M added.
  • The largest Edgewell Personal Care seller in Q2 2019 was JP Morgan Chase, an estimated $107M sold.

Based on aggregated 13F filings for Q2 2019.