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Edgewell Personal Care
EPC

420 hedge funds and large institutions have $5.8B invested in Edgewell Personal Care in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 126 increasing their positions, 168 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $27M | Put options by funds: $7.39M

110% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 29

18% more capital invested

Capital invested by funds: $4.91B → $5.8B (+$897M)

7% more funds holding

Funds holding: 391 → 420 (+29)

25% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 168

Holders
420
Holders Change
+29
Holders Change %
+7.42%
% of All Funds
12.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
61
Increased
126
Reduced
168
Closed
29
Calls
$27M
Puts
$7.39M
Net Calls
+$19.6M
Net Calls Change
+$248K

Top Buyers

1
SFM
Systematic Financial Management
New Jersey
+$122M
2
Principal Financial Group
Principal Financial Group
Iowa
+$68.6M
3
BIT
BlackRock Institutional Trust
California
+$33.2M
4
JP Morgan Chase
JP Morgan Chase
New York
+$27M
5
APG Asset Management
APG Asset Management
Netherlands
+$25.4M

Top Sellers

1
TG
TCW Group
California
-$83.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$79.4M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$58.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$29.7M
5
Axa
Axa
France
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBOA
301
Commonwealth Bank of Australia
Australia
$487K +$82.2K +1,080 +22%
MC
302
Menta Capital
California
$476K +$452K +5,936 New
BC
303
Brinker Capital
Pennsylvania
$462K +$64.6K +849 +17%
UCFA
304
United Capital Financial Advisors
Texas
$461K -$13.6K -179 -3%
AW
305
Alpha Windward
Massachusetts
$461K – – –
BPCE
306
Bank Pictet & Cie (Europe)
Germany
$457K +$433K +5,693 New
DIA
307
Dean Investment Associates
Ohio
$443K +$5.93K +78 +1%
B
308
Barings
North Carolina
$437K -$703K -9,241 -63%
EHC
309
Everett Harris & Co
California
$435K – – –
ONB
310
Old National Bancorp
Indiana
$426K -$28.2K -370 -7%
PAM
311
Princeton Alpha Management
New Jersey
$417K +$396K +5,199 New
HCM
312
Highbridge Capital Management
New York
$412K -$6.63M -87,084 -94%
QIM
313
Quantitative Investment Management
Virginia
$411K +$390K +5,126 New
FCI
314
Financial Counselors Inc
Kansas
$410K +$18K +237 +5%
Commonwealth Equity Services
315
Commonwealth Equity Services
Massachusetts
$387K +$84.1K +1,105 +30%
HighTower Advisors
316
HighTower Advisors
Illinois
$382K +$362K +4,761 New
SCA
317
SAC Capital Advisors
Connecticut
$381K -$2.63M -34,499 -88%
RCM
318
Reynolds Capital Management
Nevada
$379K +$359K +4,722 New
Connor, Clark & Lunn Investment Management (CC&L)
319
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$375K -$322K -4,235 -49%
BTW
320
Boston Trust Walden
Massachusetts
$361K – – –
DT
321
Diversified Trust
Tennessee
$356K -$33.4K -439 -9%
TYCC
322
Texas Yale Capital Corp
Florida
$348K – – –
First Manhattan
323
First Manhattan
New York
$340K +$103K +1,349 +47%
PA
324
Pinnacle Associates
New York
$339K +$321K +4,222 New
CA
325
Commerzbank Aktiengesellschaft
Germany
$335K +$42.5K +558 +13%
11 12
13
14 15

EPC Hedge Fund Activity: Q4 2013 in Review

420 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2013, worth a combined $5.8B — up 18% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EPC positions and 29 closed out — a net gain of 32 holders — while 126 added to existing stakes and 168 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $122M. The largest seller was TCW Group, cutting an estimated $83.1M.

  • 420 institutional investors held Edgewell Personal Care (EPC) as of Q4 2013, up from 391 in Q3 2013.
  • Funds reported $5.8B of Edgewell Personal Care stock for Q4 2013, up 18% quarter-over-quarter.
  • 61 funds opened new Edgewell Personal Care positions in Q4 2013 and 29 closed out, a net change of +32 holders.
  • The largest Edgewell Personal Care buyer in Q4 2013 was Systematic Financial Management, an estimated $122M added.
  • The largest Edgewell Personal Care seller in Q4 2013 was TCW Group, an estimated $83.1M sold.

Based on aggregated 13F filings for Q4 2013.