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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
CLOS
351
Compagnie Lombard Odier SCmA
Switzerland
$225K +$213K +2,803 New
DY
352
Dowling & Yahnke
California
$221K +$209K +2,751 New
Macquarie Group
353
Macquarie Group
Australia
$216K +$113K +1,484 +122%
CC
354
Cipher Capital
New York
$216K +$205K +2,693 New
HIC
355
Harvey Investment Company
Kentucky
$216K +$205K +2,698 New
AAM
356
Advisors Asset Management
Colorado
$206K – – –
Daiwa Securities Group
357
Daiwa Securities Group
Japan
$206K – – –
DCMA
358
Daiwa Capital Markets America
New York
$206K +$195K +2,563 New
DP
359
Dearborn Partners
Illinois
$206K +$196K +2,573 New
TG
360
TCW Group
California
$203K -$83.1M -1,092,426 -100%
CONA
361
Capital One National Association
New York
$203K +$193K +2,536 New
RA
362
Rational Advisors
New York
$192K -$26.7K -351 -13%
LIA
363
LS Investment Advisors
Michigan
$187K +$178K +2,334 New
OMCS
364
Old Mutual Customised Solutions
South Africa
$184K – – –
KPCM
365
Kings Point Capital Management
New York
$162K – – –
TWI
366
Thomas White International
Illinois
$152K – – –
LNB
367
Ledyard National Bank
$150K – – –
BFEC
368
Benjamin F. Edwards & Company
Missouri
$141K – – –
DVM
369
Dreman Value Management
Florida
$135K -$70.6K -928 -72%
LTFS
370
Ladenburg Thalmann Financial Services
Florida
$134K +$6.77K +89 +6%
Parallax Volatility Advisers
371
Parallax Volatility Advisers
California
$133K +$108K +1,413 +589%
TWA
372
TCI Wealth Advisors
Arizona
$109K – – –
SNT
373
Security National Trust
West Virginia
$108K -$5.1K -67 -5%
MPWT
374
MassMutual Private Wealth & Trust
Connecticut
$105K +$99.6K +1,309 New
IRS
375
Invictus RG (Singapore)
Singapore
$96K -$177K -2,332 -66%
13 14
15
16 17

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.