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Edgewell Personal Care

352 hedge funds and large institutions have $3.77B invested in Edgewell Personal Care in 2016 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 41

4.3% more ownership

Funds ownership: 85.5%89.8% (+4.3%)

2% more funds holding

Funds holding: 346352 (+6)

3% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 114

5% less capital invested

Capital invested by funds: $3.99B → $3.77B (-$212M)

70% less call options, than puts

Call options by funds: $9.91M | Put options by funds: $33.4M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
352
Holders Change
+6
Holders Change %
+1.73%
% of All Funds
8.8%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
53
Increased
111
Reduced
114
Closed
41
Calls
$9.91M
Puts
$33.4M
Net Calls
-$23.5M
Net Calls Change
-$81.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
301
Arax Advisory Partners
Colorado
$52K +$55.1K +713 New
Acadian Asset Management
302
Acadian Asset Management
Massachusetts
$45K +$47.4K +613 New
HR
303
Howe & Rusling
New York
$44K
CG
304
Cutler Group
California
$43K -$1.1M -14,180 -96%
PMFA
305
Plante Moran Financial Advisors
Michigan
$41K
Toronto Dominion Bank
306
Toronto Dominion Bank
Ontario, Canada
$37K -$77.4K -1,001 -66%
MMG
307
Monetary Management Group
Missouri
$36K
SIC
308
Salem Investment Counselors
North Carolina
$36K +$38.7K +500 New
QT
309
Quantbot Technologies
New York
$33K +$35.2K +455 New
TCM
310
Tradewinds Capital Management
Washington
$30K
LA
311
Legacy Advisors
Pennsylvania
$30K +$32.5K +420 New
NIPH
312
NN Investment Partners Holdings
Netherlands
$29K
RWA
313
Ropes Wealth Advisors
Massachusetts
$29K
FANJ
314
Financial Architects (New Jersey)
New Jersey
$28K -$232 -3 -0.8%
QI
315
QS Investors
New York
$27K
DADC
316
D.A. Davidson & Co
Montana
$21K -$77 -1 -0.3%
MFS
317
MSI Financial Services
Massachusetts
$18K
ADL
318
Asset Dedication LLC
California
$17K
GAM
319
Gemmer Asset Management
California
$17K +$4.1K +53 +22%
SJIM
320
St. Johns Investment Management
Florida
$15K
WCBA
321
Weaver C. Barksdale & Associates
Tennessee
$13K +$2.09K +27 +18%
VIA
322
Vantage Investment Advisors
Pennsylvania
$12K
EA
323
Edge Advisors
Georgia
$12K +$13.2K +171 New
LNB
324
Ledyard National Bank
$11K -$12.4K -160 -52%
PCP
325
Proficio Capital Partners
Massachusetts
$11K +$3.48K +45 +43%

EPC Hedge Fund Activity: Q4 2016 in Review

352 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2016, worth a combined $3.77B — down 5.3% from $3.99B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EPC positions and 41 closed out — a net gain of 12 holders — while 111 added to existing stakes and 114 trimmed.

The largest buyer was Credit Suisse, adding an estimated $87.8M. The largest seller was Franklin Resources, cutting an estimated $47.6M.

  • 352 institutional investors held Edgewell Personal Care (EPC) as of Q4 2016, up from 346 in Q3 2016.
  • Funds reported $3.77B of Edgewell Personal Care stock for Q4 2016, down 5.3% quarter-over-quarter.
  • 53 funds opened new Edgewell Personal Care positions in Q4 2016 and 41 closed out, a net change of +12 holders.
  • The largest Edgewell Personal Care buyer in Q4 2016 was Credit Suisse, an estimated $87.8M added.
  • The largest Edgewell Personal Care seller in Q4 2016 was Franklin Resources, an estimated $47.6M sold.

Based on aggregated 13F filings for Q4 2016.