We are live on ! Find out more
EPC icon

Edgewell Personal Care
EPC

353 hedge funds and large institutions have $4.13B invested in Edgewell Personal Care in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $6.48M | Put options by funds: $5.02M

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

4% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 117

3% more capital invested

Capital invested by funds: $4.02B → $4.13B (+$114M)

0.99% more ownership

Funds ownership: 86.23% → 87.22% (+0.99%)

4% less funds holding

Funds holding: 369 → 353 (-16)

29% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 52

Holders
353
Holders Change
-16
Holders Change %
-4.34%
% of All Funds
9.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
37
Increased
122
Reduced
117
Closed
52
Calls
$6.48M
Puts
$5.02M
Net Calls
+$1.46M
Net Calls Change
+$507K

Top Buyers

1
BA
BlackRock Advisors
Delaware
+$91.8M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$91.2M
3
BG
BlackRock Group
United Kingdom
+$35.9M
4
JHIU
Janus Henderson Investors US
Colorado
+$28.4M
5
APG Asset Management
APG Asset Management
Netherlands
+$27.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$65.1M
2
Goldman Sachs
Goldman Sachs
New York
-$63.3M
3
CC
Carlson Capital
Texas
-$54.3M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$38.4M
5
MCM
Mason Capital Management
New York
-$29M
Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
301
Security National Trust
West Virginia
$58K -$15.3K -200 -22%
LOAMS
302
Lombard Odier Asset Management (Switzerland)
Switzerland
$58K – – –
CCA
303
Checchi Capital Advisers
California
$54K +$51.1K +667 New
MAM
304
Mizuho Asset Management
Japan
$53K -$32.1K -419 -52%
HR
305
Howe & Rusling
New York
$51K +$3.07K +40 +7%
FCCM
306
First City Capital Management
Georgia
$49.1K – – –
IA
307
IFP Advisors
Florida
$49K +$2.38K +31 +3%
SLF
308
Sun Life Financial
Ontario, Canada
$48.2K +$45.8K +598 New
PMFA
309
Plante Moran Financial Advisors
Michigan
$46K – – –
MMG
310
Monetary Management Group
Missouri
$40K -$7.67K -100 -17%
Fuller & Thaler Asset Management
311
Fuller & Thaler Asset Management
California
$40K +$38.3K +500 New
TCM
312
Tradewinds Capital Management
Washington
$33K – – –
PMAM
313
Picton Mahoney Asset Management
Ontario, Canada
$32K – – –
NIPH
314
NN Investment Partners Holdings
Netherlands
$32K +$30.1K +393 New
Geode Capital Management
315
Geode Capital Management
Massachusetts
$30.9K +$1.7M +22,157 +6%
DADC
316
D.A. Davidson & Co
Montana
$27K +$3.07K +40 +13%
DVM
317
Dreman Value Management
Florida
$26K -$11K -143 -31%
Toronto Dominion Bank
318
Toronto Dominion Bank
Ontario, Canada
$26K +$25.2K +329 New
QI
319
QS Investors
New York
$24K -$85.9K -1,121 -79%
MFS
320
MSI Financial Services
Massachusetts
$24K -$53.5K -698 -70%
WRM
321
Westport Resources Management
Connecticut
$24K -$11.5K -150 -34%
WIC
322
Woodmont Investment Counsel
Tennessee
$24K – – –
WA
323
WFG Advisors
Texas
$20K – – –
ADL
324
Asset Dedication LLC
California
$19K – – –
FNBSF
325
First National Bank Sioux Falls
South Dakota
$16K – – –
11 12
13
14 15

EPC Hedge Fund Activity: Q1 2016 in Review

353 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q1 2016, worth a combined $4.13B — up 2.8% from $4.02B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of EPC and 37 opened new positions — a net loss of 15 holders — while 117 trimmed existing stakes and 122 added.

The largest buyer was BlackRock Advisors, adding an estimated $91.8M. The largest seller was Millennium Management, cutting an estimated $65.1M.

  • 353 institutional investors held Edgewell Personal Care (EPC) as of Q1 2016, down from 369 in Q4 2015.
  • Funds reported $4.13B of Edgewell Personal Care stock for Q1 2016, up 2.8% quarter-over-quarter.
  • 37 funds opened new Edgewell Personal Care positions in Q1 2016 and 52 closed out, a net change of -15 holders.
  • The largest Edgewell Personal Care buyer in Q1 2016 was BlackRock Advisors, an estimated $91.8M added.
  • The largest Edgewell Personal Care seller in Q1 2016 was Millennium Management, an estimated $65.1M sold.

Based on aggregated 13F filings for Q1 2016.