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Edgewell Personal Care

346 hedge funds and large institutions have $3.99B invested in Edgewell Personal Care in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 111 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $132M | Put options by funds: $74.1M

7% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 119

1.04% less ownership

Funds ownership: 86.54%85.5% (-1%)

4% less funds holding

Funds holding: 359346 (-13)

8% less capital invested

Capital invested by funds: $4.33B → $3.99B (-$347M)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
346
Holders Change
-13
Holders Change %
-3.62%
% of All Funds
9.23%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
24
Increased
111
Reduced
119
Closed
33
Calls
$132M
Puts
$74.1M
Net Calls
+$58M
Net Calls Change
+$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MMG
301
Monetary Management Group
Missouri
$40K
TCM
302
Tradewinds Capital Management
Washington
$32K
RWA
303
Ropes Wealth Advisors
Massachusetts
$32K +$32.3K +400 New
NIPH
304
NN Investment Partners Holdings
Netherlands
$31K
QI
305
QS Investors
New York
$30K
FANJ
306
Financial Architects (New Jersey)
New Jersey
$30K +$3.95K +49 +15%
LNB
307
Ledyard National Bank
$25K
PMAM
308
Picton Mahoney Asset Management
Ontario, Canada
$24K -$8.06K -100 -25%
WIC
309
Woodmont Investment Counsel
Tennessee
$24K +$24.2K +300 New
DADC
310
D.A. Davidson & Co
Montana
$23K
MFS
311
MSI Financial Services
Massachusetts
$20K -$4.19K -52 -17%
WA
312
WFG Advisors
Texas
$20K
ADL
313
Asset Dedication LLC
California
$19K
TCIM
314
TIAA CREF Investment Management
New York
$17.3K +$3.2M +39,682 +22%
GAM
315
Gemmer Asset Management
California
$16K -$3.55K -44 -16%
FNBSF
316
First National Bank Sioux Falls
South Dakota
$16K
SJIM
317
St. Johns Investment Management
Florida
$16K
SAMC
318
Shinko Asset Management Company
Japan
$15K -$129K -1,600 -89%
VIA
319
Vantage Investment Advisors
Pennsylvania
$13K
WCBA
320
Weaver C. Barksdale & Associates
Tennessee
$12K -$726 -9 -6%
KF
321
Krilogy Financial
Missouri
$12K
WRM
322
Westport Resources Management
Connecticut
$10K -$13.5K -167 -56%
LWA
323
Lenox Wealth Advisors
New York
$10K
ClearBridge Investments
324
ClearBridge Investments
New York
$9K +$1.37K +17 +17%
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$8K

EPC Hedge Fund Activity: Q3 2016 in Review

346 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2016, worth a combined $3.99B — down 8% from $4.33B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EPC and 24 opened new positions — a net loss of 9 holders — while 119 trimmed existing stakes and 111 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $50.6M. The largest seller was Goldman Sachs, cutting an estimated $60M.

  • 346 institutional investors held Edgewell Personal Care (EPC) as of Q3 2016, down from 359 in Q2 2016.
  • Funds reported $3.99B of Edgewell Personal Care stock for Q3 2016, down 8% quarter-over-quarter.
  • 24 funds opened new Edgewell Personal Care positions in Q3 2016 and 33 closed out, a net change of -9 holders.
  • The largest Edgewell Personal Care buyer in Q3 2016 was T. Rowe Price Associates, an estimated $50.6M added.
  • The largest Edgewell Personal Care seller in Q3 2016 was Goldman Sachs, an estimated $60M sold.

Based on aggregated 13F filings for Q3 2016.