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Edgewell Personal Care

346 hedge funds and large institutions have $3.99B invested in Edgewell Personal Care in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 111 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $132M | Put options by funds: $74.1M

7% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 119

1.04% less ownership

Funds ownership: 86.54%85.5% (-1%)

4% less funds holding

Funds holding: 359346 (-13)

8% less capital invested

Capital invested by funds: $4.33B → $3.99B (-$347M)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
346
Holders Change
-13
Holders Change %
-3.62%
% of All Funds
9.23%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
24
Increased
111
Reduced
119
Closed
33
Calls
$132M
Puts
$74.1M
Net Calls
+$58M
Net Calls Change
+$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
326
Proficio Capital Partners
Massachusetts
$8K
RFA
327
Reilly Financial Advisors
California
$8K
SSB
328
Sandy Spring Bank
Maryland
$8K
BC
329
Bartlett & Co
Ohio
$8K +$8.14K +101 New
S
330
SignatureFD
Georgia
$6K +$4.68K +58 +387%
JFA
331
JNBA Financial Advisors
Minnesota
$6K +$5.89K +73 New
AssetMark Inc
332
AssetMark Inc
California
$5K
DBT
333
Dubuque Bank & Trust
Iowa
$5K
ASN
334
Advisory Services Network
Georgia
$4K
MFBTD
335
MB Financial Bank - Trust Department
Illinois
$4K
KT
336
Kanaly Trust
Texas
$3K
WA
337
Winfield Associates
Ohio
$3K
ZB
338
Zions Bancorporation
Utah
$3K
IWMPD
339
Integrated Wealth Management (Palm Desert)
California
$2K
VOYA Investment Management
340
VOYA Investment Management
Georgia
$1.6K +$65.9K +817 +4%
QCG
341
Quadrant Capital Group
Ohio
$1K -$887 -11 -26%
FNBT
342
FineMark National Bank & Trust
Florida
$1K
VCM
343
Versant Capital Management
Arizona
$1K
WTB
344
Washington Trust Bank
Washington
$1K +$806 +10 New
SBL
345
Sargent Bickham Lagudis
Colorado
$119
MCM
346
Mason Capital Management
New York
-$31.2M -369,772 Closed
CC
347
Carlson Capital
Texas
-$25.6M -303,518 Closed
Marshall Wace
348
Marshall Wace
United Kingdom
-$11.5M -136,132 Closed
EAM
349
EverPoint Asset Management
Connecticut
-$7.6M -90,000 Closed
ACM
350
Anandar Capital Management
New York
-$4.64M -55,000 Closed

EPC Hedge Fund Activity: Q3 2016 in Review

346 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2016, worth a combined $3.99B — down 8% from $4.33B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EPC and 24 opened new positions — a net loss of 9 holders — while 119 trimmed existing stakes and 111 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $50.6M. The largest seller was Goldman Sachs, cutting an estimated $60M.

  • 346 institutional investors held Edgewell Personal Care (EPC) as of Q3 2016, down from 359 in Q2 2016.
  • Funds reported $3.99B of Edgewell Personal Care stock for Q3 2016, down 8% quarter-over-quarter.
  • 24 funds opened new Edgewell Personal Care positions in Q3 2016 and 33 closed out, a net change of -9 holders.
  • The largest Edgewell Personal Care buyer in Q3 2016 was T. Rowe Price Associates, an estimated $50.6M added.
  • The largest Edgewell Personal Care seller in Q3 2016 was Goldman Sachs, an estimated $60M sold.

Based on aggregated 13F filings for Q3 2016.