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Edgewell Personal Care

354 hedge funds and large institutions have $4.39B invested in Edgewell Personal Care in 2015 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 96 increasing their positions, 110 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

86.75% more ownership

Funds ownership: 0%86.75% (+87%)

61% more call options, than puts

Call options by funds: $68.5M | Put options by funds: $42.7M

15% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 67

2% more funds holding

Funds holding: 346354 (+8)

13% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 110

32% less capital invested

Capital invested by funds: $6.5B → $4.39B (-$2.11B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
354
Holders Change
+8
Holders Change %
+2.31%
% of All Funds
9.88%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
77
Increased
96
Reduced
110
Closed
67
Calls
$68.5M
Puts
$42.7M
Net Calls
+$25.8M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
301
TCI Wealth Advisors
Arizona
$82K
AIM
302
Assured Investment Management
New York
$81K -$182K -2,013 -67%
SNT
303
Security National Trust
West Virginia
$75K
FCCM
304
First City Capital Management
Georgia
$73.4K +$55.2K +610 +100%
LNB
305
Ledyard National Bank
$70K -$14.5K -160 -16%
PMFA
306
Plante Moran Financial Advisors
Michigan
$68K +$51.3K +567 +100%
PMAM
307
Picton Mahoney Asset Management
Ontario, Canada
$57K
MFBTD
308
MB Financial Bank - Trust Department
Illinois
$52K -$61.3K -677 -51%
HR
309
Howe & Rusling
New York
$49K +$53.9K +596 New
MAM
310
Mizuho Asset Management
Japan
$47K
WRM
311
Westport Resources Management
Connecticut
$36K +$40.5K +447 New
MFS
312
MSI Financial Services
Massachusetts
$34K -$22.4K -247 -37%
TCM
313
Tradewinds Capital Management
Washington
$33K +$36.8K +407 New
DADC
314
D.A. Davidson & Co
Montana
$32K -$2.17M -23,998 -98%
W
315
Wealthfront
California
$26K +$12.5K +138 +76%
WIC
316
Woodmont Investment Counsel
Tennessee
$24K
AW
317
Alpha Windward
Massachusetts
$21K
WA
318
WFG Advisors
Texas
$21K
VFA
319
Virtus Fund Advisers
Connecticut
$19K
WCBA
320
Weaver C. Barksdale & Associates
Tennessee
$18K +$19.9K +220 New
BCA
321
Bray Capital Advisors
Florida
$17K
FNBSF
322
First National Bank Sioux Falls
South Dakota
$16K
SJIM
323
St. Johns Investment Management
Florida
$16K
GAM
324
Gemmer Asset Management
California
$15K +$10.9K +120 +100%
GWM
325
Gupta Wealth Management
California
$15K +$16.1K +178 New

EPC Hedge Fund Activity: Q3 2015 in Review

354 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2015, worth a combined $4.39B — down 32% from $6.5B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new EPC positions and 67 closed out — a net gain of 10 holders — while 96 added to existing stakes and 110 trimmed.

The largest buyer was Putnam Investments, adding an estimated $135M. The largest seller was Tourbillon Capital Partners, exiting entirely with an estimated $184M sold.

  • 354 institutional investors held Edgewell Personal Care (EPC) as of Q3 2015, up from 346 in Q2 2015.
  • Funds reported $4.39B of Edgewell Personal Care stock for Q3 2015, down 32% quarter-over-quarter.
  • 77 funds opened new Edgewell Personal Care positions in Q3 2015 and 67 closed out, a net change of +10 holders.
  • The largest Edgewell Personal Care buyer in Q3 2015 was Putnam Investments, an estimated $135M added.
  • The largest Edgewell Personal Care seller in Q3 2015 was Tourbillon Capital Partners, an estimated $184M sold.

Based on aggregated 13F filings for Q3 2015.