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Edgewell Personal Care
EPC

420 hedge funds and large institutions have $5.8B invested in Edgewell Personal Care in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 126 increasing their positions, 168 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $27M | Put options by funds: $7.39M

110% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 29

18% more capital invested

Capital invested by funds: $4.91B → $5.8B (+$897M)

7% more funds holding

Funds holding: 391 → 420 (+29)

25% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 168

Holders
420
Holders Change
+29
Holders Change %
+7.42%
% of All Funds
12.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
61
Increased
126
Reduced
168
Closed
29
Calls
$27M
Puts
$7.39M
Net Calls
+$19.6M
Net Calls Change
+$248K

Top Buyers

1
SFM
Systematic Financial Management
New Jersey
+$122M
2
Principal Financial Group
Principal Financial Group
Iowa
+$68.6M
3
BIT
BlackRock Institutional Trust
California
+$33.2M
4
JP Morgan Chase
JP Morgan Chase
New York
+$27M
5
APG Asset Management
APG Asset Management
Netherlands
+$25.4M

Top Sellers

1
TG
TCW Group
California
-$83.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$79.4M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$58.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$29.7M
5
Axa
Axa
France
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
326
Johnson Investment Counsel
Ohio
$315K – – –
ACI
327
Advance Capital I
Michigan
$303K -$308K -4,047 -52%
P
328
Pitcairn
Pennsylvania
$301K -$146K -1,916 -34%
RCG
329
Ruane, Cunniff & Goldfarb
New York
$301K – – –
HFS
330
HL Financial Services
Kentucky
$292K +$46.7K +614 +20%
GVT
331
Genesee Valley Trust
New York
$288K +$273K +3,588 New
EFSCE
332
Enterprise Financial Services Corp (EFSC)
Missouri
$284K -$15.4K -202 -5%
TFO
333
Tarbox Family Office
California
$280K +$266K +3,493 New
SO
334
STRS Ohio
Ohio
$276K – – –
SEC
335
Seven Eight Capital
New York
$271K +$257K +3,373 New
TC
336
TradeLink Capital
Illinois
$270K – – –
DekaBank Deutsche Girozentrale
337
DekaBank Deutsche Girozentrale
Germany
$261K -$20.5K -270 -8%
VCP
338
Vista Capital Partners
Oregon
$255K – – –
BOK
339
Bank of Kentucky
Kentucky
$254K -$15.3K -201 -6%
Creative Planning
340
Creative Planning
Kansas
$248K +$9.21K +121 +4%
ACM
341
Argent Capital Management
Missouri
$246K – – –
EWA
342
EP Wealth Advisors
California
$244K – – –
PAG
343
Private Advisor Group
New Jersey
$242K +$230K +3,022 New
TD Asset Management
344
TD Asset Management
Ontario, Canada
$241K – – –
CIBC World Market
345
CIBC World Market
Ontario, Canada
$233K +$221K +2,900 New
ST
346
Smithfield Trust
Pennsylvania
$231K -$231K -3,039 -51%
DL
347
Delta Lloyd
Netherlands
$231K +$219K +2,873 New
CWA
348
Constellation Wealth Advisors
New York
$227K -$20.5K -270 -9%
BF
349
BOK Financial
Oklahoma
$226K -$71.5K -940 -25%
DILH
350
Dai-ichi Life Holdings
Japan
$226K – – –
12 13
14
15 16

EPC Hedge Fund Activity: Q4 2013 in Review

420 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2013, worth a combined $5.8B — up 18% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EPC positions and 29 closed out — a net gain of 32 holders — while 126 added to existing stakes and 168 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $122M. The largest seller was TCW Group, cutting an estimated $83.1M.

  • 420 institutional investors held Edgewell Personal Care (EPC) as of Q4 2013, up from 391 in Q3 2013.
  • Funds reported $5.8B of Edgewell Personal Care stock for Q4 2013, up 18% quarter-over-quarter.
  • 61 funds opened new Edgewell Personal Care positions in Q4 2013 and 29 closed out, a net change of +32 holders.
  • The largest Edgewell Personal Care buyer in Q4 2013 was Systematic Financial Management, an estimated $122M added.
  • The largest Edgewell Personal Care seller in Q4 2013 was TCW Group, an estimated $83.1M sold.

Based on aggregated 13F filings for Q4 2013.