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Edgewell Personal Care

353 hedge funds and large institutions have $4.13B invested in Edgewell Personal Care in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $6.48M | Put options by funds: $5.02M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 117

3% more capital invested

Capital invested by funds: $4.02B → $4.13B (+$114M)

0.99% more ownership

Funds ownership: 86.23%87.22% (+0.99%)

4% less funds holding

Funds holding: 369353 (-16)

29% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 52

Holders
353
Holders Change
-16
Holders Change %
-4.34%
% of All Funds
9.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
37
Increased
122
Reduced
117
Closed
52
Calls
$6.48M
Puts
$5.02M
Net Calls
+$1.46M
Net Calls Change
+$507K
Name Holding Trade Value Shares
Change
Change in
Stake
SJIM
326
St. Johns Investment Management
Florida
$16K
GWM
327
Gupta Wealth Management
California
$15K +$14.6K +191 New
GAM
328
Gemmer Asset Management
California
$14K -$2.22K -29 -10%
WCBA
329
Weaver C. Barksdale & Associates
Tennessee
$13K -$5.29K -69 -31%
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$13K +$767 +10 +7%
KF
331
Krilogy Financial
Missouri
$12K -$383 -5 -3%
VIA
332
Vantage Investment Advisors
Pennsylvania
$12K
MFBTD
333
MB Financial Bank - Trust Department
Illinois
$10K -$11.3K -147 -54%
LWA
334
Lenox Wealth Advisors
New York
$10K -$843 -11 -8%
SF
335
Synovus Financial
Georgia
$9K
ClearBridge Investments
336
ClearBridge Investments
New York
$8K
EWM
337
Evercore Wealth Management
New York
$8K
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$8K
SSB
339
Sandy Spring Bank
Maryland
$8K
S
340
SignatureFD
Georgia
$8K
AssetMark Inc
341
AssetMark Inc
California
$5K -$1.99K -26 -28%
DBT
342
Dubuque Bank & Trust
Iowa
$5K
JWA
343
JFS Wealth Advisors
Pennsylvania
$4K
KT
344
Kanaly Trust
Texas
$3K
ZB
345
Zions Bancorporation
Utah
$3K
WA
346
Winfield Associates
Ohio
$3K +$3.07K +40 New
N
347
Nuveen
North Carolina
$2.03K
IWMPD
348
Integrated Wealth Management (Palm Desert)
California
$2K
OC
349
Oakworth Capital
Alabama
$2K
PCP
350
Proficio Capital Partners
Massachusetts
$1K -$1.69K -22 -71%

EPC Hedge Fund Activity: Q1 2016 in Review

353 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q1 2016, worth a combined $4.13B — up 2.8% from $4.02B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of EPC and 37 opened new positions — a net loss of 15 holders — while 117 trimmed existing stakes and 122 added.

The largest buyer was BlackRock Advisors, adding an estimated $91.8M. The largest seller was Millennium Management, cutting an estimated $65.1M.

  • 353 institutional investors held Edgewell Personal Care (EPC) as of Q1 2016, down from 369 in Q4 2015.
  • Funds reported $4.13B of Edgewell Personal Care stock for Q1 2016, up 2.8% quarter-over-quarter.
  • 37 funds opened new Edgewell Personal Care positions in Q1 2016 and 52 closed out, a net change of -15 holders.
  • The largest Edgewell Personal Care buyer in Q1 2016 was BlackRock Advisors, an estimated $91.8M added.
  • The largest Edgewell Personal Care seller in Q1 2016 was Millennium Management, an estimated $65.1M sold.

Based on aggregated 13F filings for Q1 2016.