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Edgewell Personal Care

319 hedge funds and large institutions have $3.09B invested in Edgewell Personal Care in 2017 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 110 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $23.3M | Put options by funds: $7.26M

17% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 42

3.28% more ownership

Funds ownership: 91.65%94.93% (+3.3%)

2% more funds holding

Funds holding: 314319 (+5)

16% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 110

19% less capital invested

Capital invested by funds: $3.8B → $3.09B (-$708M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
7.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
49
Increased
92
Reduced
110
Closed
42
Calls
$23.3M
Puts
$7.26M
Net Calls
+$16M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
301
WealthTrust-Arizona
Arizona
$6K
SWM
302
SeaCrest Wealth Management
New York
$6K +$6.29K +100 New
FDCDDQ
303
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.94K
CA
304
Calton & Associates
Florida
$5K +$6.29K +100 New
JFA
305
JNBA Financial Advisors
Minnesota
$2K
PA
306
Parallel Advisors
California
$2K
ZB
307
Zions Bancorporation
Utah
$2K
WAM
308
Wealthspire Advisors (Maryland)
Maryland
$2K +$503 +8 +28%
BBHC
309
Brown Brothers Harriman & Co
New York
$2K +$1.89K +30 New
EARNEST Partners
310
EARNEST Partners
Georgia
$2K +$2.52K +40 New
SPIA
311
Steward Partners Investment Advisory
New York
$1K -$13K -206 -90%
QCG
312
Quadrant Capital Group
Ohio
$1K -$1.95K -31 -54%
VCM
313
Versant Capital Management
Arizona
$1K
PO
314
Private Ocean
California
$1K +$818 +13 New
STA
315
Summit Trail Advisors
New York
$1K +$881 +14 New
AWM
316
Aevitas Wealth Management
Massachusetts
$1K +$1.07K +17 New
PCG
317
Private Capital Group
Connecticut
$4 +$78.5K +1,247 New
Adage Capital Partners
318
Adage Capital Partners
Massachusetts
-$31.1M -427,423 Closed
UOC
319
UBS O'Connor
Illinois
-$19.6M -269,600 Closed
CC
320
Carlson Capital
Texas
-$9.06M -124,477 Closed
NFA
321
Nationwide Fund Advisors
Ohio
-$7.56M -103,856 Closed
NAP
322
New Amsterdam Partners
New York
-$4.55M -62,494 Closed
PE
323
Point72 Europe
United Kingdom
-$4.37M -60,000 Closed
GIA
324
Gargoyle Investment Advisor
New Jersey
-$2.19M -30,148 Closed
CG
325
Clinton Group
New York
-$1.89M -26,021 Closed

EPC Hedge Fund Activity: Q4 2017 in Review

319 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2017, worth a combined $3.09B — down 19% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new EPC positions and 42 closed out — a net gain of 7 holders — while 92 added to existing stakes and 110 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $61.8M. The largest seller was Putnam Investments, cutting an estimated $109M.

  • 319 institutional investors held Edgewell Personal Care (EPC) as of Q4 2017, up from 314 in Q3 2017.
  • Funds reported $3.09B of Edgewell Personal Care stock for Q4 2017, down 19% quarter-over-quarter.
  • 49 funds opened new Edgewell Personal Care positions in Q4 2017 and 42 closed out, a net change of +7 holders.
  • The largest Edgewell Personal Care buyer in Q4 2017 was T. Rowe Price Associates, an estimated $61.8M added.
  • The largest Edgewell Personal Care seller in Q4 2017 was Putnam Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2017.