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Edgewell Personal Care

354 hedge funds and large institutions have $4.39B invested in Edgewell Personal Care in 2015 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 96 increasing their positions, 110 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

86.75% more ownership

Funds ownership: 0%86.75% (+87%)

61% more call options, than puts

Call options by funds: $68.5M | Put options by funds: $42.7M

15% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 67

2% more funds holding

Funds holding: 346354 (+8)

13% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 110

32% less capital invested

Capital invested by funds: $6.5B → $4.39B (-$2.11B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
354
Holders Change
+8
Holders Change %
+2.31%
% of All Funds
9.88%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
77
Increased
96
Reduced
110
Closed
67
Calls
$68.5M
Puts
$42.7M
Net Calls
+$25.8M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$12K +$9.05K +100 +100%
VIA
327
Vantage Investment Advisors
Pennsylvania
$12K +$9.14K +101 +100%
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$12K +$13.6K +150 New
CF
329
CenterStar Fund
Illinois
$11K
WT
330
Whittier Trust
California
$11K
LWA
331
Lenox Wealth Advisors
New York
$10K +$5.52K +61 +100%
SF
332
Synovus Financial
Georgia
$9K
S
333
SignatureFD
Georgia
$8K -$724 -8 -7%
ClearBridge Investments
334
ClearBridge Investments
New York
$8K
EWM
335
Evercore Wealth Management
New York
$8K
MBT
336
Monroe Bank & Trust
Michigan
$8K
PFG
337
Pacific Financial Group
Washington
$8K
SSB
338
Sandy Spring Bank
Maryland
$8K
Bessemer Group
339
Bessemer Group
New Jersey
$8K +$9.05K +100 New
RFA
340
Reilly Financial Advisors
California
$8K +$9.05K +100 New
Manulife (Manufacturers Life Insurance)
341
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.63K -$174K -1,926 -2%
CG
342
Colony Group
Massachusetts
$4K +$4.98K +55 New
KT
343
Kanaly Trust
Texas
$3K -$6.52K -72 -65%
CHP
344
Cable Hill Partners
Oregon
$3K
IWMPD
345
Integrated Wealth Management (Palm Desert)
California
$3K +$2.44K +27 +100%
TC
346
Trust Company
Kansas
$3K +$3.17K +35 New
ZB
347
Zions Bancorporation
Utah
$3K +$3.44K +38 New
N
348
Nuveen
North Carolina
$2.05K
OC
349
Oakworth Capital
Alabama
$2K
MSFP
350
Mark Sheptoff Financial Planning
Connecticut
$2K +$1.99K +22 New

EPC Hedge Fund Activity: Q3 2015 in Review

354 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2015, worth a combined $4.39B — down 32% from $6.5B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new EPC positions and 67 closed out — a net gain of 10 holders — while 96 added to existing stakes and 110 trimmed.

The largest buyer was Putnam Investments, adding an estimated $135M. The largest seller was Tourbillon Capital Partners, exiting entirely with an estimated $184M sold.

  • 354 institutional investors held Edgewell Personal Care (EPC) as of Q3 2015, up from 346 in Q2 2015.
  • Funds reported $4.39B of Edgewell Personal Care stock for Q3 2015, down 32% quarter-over-quarter.
  • 77 funds opened new Edgewell Personal Care positions in Q3 2015 and 67 closed out, a net change of +10 holders.
  • The largest Edgewell Personal Care buyer in Q3 2015 was Putnam Investments, an estimated $135M added.
  • The largest Edgewell Personal Care seller in Q3 2015 was Tourbillon Capital Partners, an estimated $184M sold.

Based on aggregated 13F filings for Q3 2015.