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Edgewell Personal Care

391 hedge funds and large institutions have $4.91B invested in Edgewell Personal Care in 2013 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 163 increasing their positions, 118 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $10.9M

104% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 25

38% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 118

6% more funds holding

Funds holding: 370391 (+21)

8% less capital invested

Capital invested by funds: $5.34B → $4.91B (-$432M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
391
Holders Change
+21
Holders Change %
+5.68%
% of All Funds
12.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
51
Increased
163
Reduced
118
Closed
25
Calls
$30.2M
Puts
$10.9M
Net Calls
+$19.3M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
376
Whittier Trust
California
$11K
EWM
377
Evercore Wealth Management
New York
$11K +$1.92K +26 +19%
ST
378
SpiderRock Trading
Illinois
$10K
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$9K -$12.6K -170 -56%
MBT
380
Monroe Bank & Trust
Michigan
$9K
PFG
381
Pacific Financial Group
Washington
$9K
RFA
382
Reilly Financial Advisors
California
$9K
ClearBridge Investments
383
ClearBridge Investments
New York
$9K +$9.98K +135 New
Manulife (Manufacturers Life Insurance)
384
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.3K +$162K +2,199 +2%
Carson Wealth (CWM LLC)
385
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.87K +93 New
LWA
386
Lenox Wealth Advisors
New York
$5K +$5.1K +69 New
SFSIG
387
San Francisco Sentry Investment Group
California
$4K -$148 -2 -4%
ST
388
Stifel Trust
Missouri
$4K
DBT
389
Dubuque Bank & Trust
Iowa
$1K
MCM
390
Manchester Capital Management
Vermont
$1K
S
391
SignatureFD
Georgia
$1K +$961 +13 New
UB
392
UMB Bank
Missouri
$225
SM
393
Seminole Management
New York
-$34.8M -467,586 Closed
KWILP
394
Kiwi Wealth Investments Limited Partnership
New Zealand
-$13.7M -183,685 Closed
Lazard Asset Management
395
Lazard Asset Management
New York
-$10.1M -135,170 Closed
RCAMU
396
Rothschild & Co Asset Management US
Connecticut
-$8.4M -112,737 Closed
CLM
397
ClearBridge LLC (Maryland)
Maryland
-$8.11M -108,777 Closed
WA
398
Wasatch Advisors
Utah
-$6.26M -84,010 Closed
TI
399
Turner Investments
Pennsylvania
-$3.16M -42,467 Closed
MIU
400
Man Investments (UK)
United Kingdom
-$1.8M -24,101 Closed

EPC Hedge Fund Activity: Q3 2013 in Review

391 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2013, worth a combined $4.91B — down 8.1% from $5.34B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EPC positions and 25 closed out — a net gain of 26 holders — while 163 added to existing stakes and 118 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $108M. The largest seller was Fidelity Investments, cutting an estimated $90M.

  • 391 institutional investors held Edgewell Personal Care (EPC) as of Q3 2013, up from 370 in Q2 2013.
  • Funds reported $4.91B of Edgewell Personal Care stock for Q3 2013, down 8.1% quarter-over-quarter.
  • 51 funds opened new Edgewell Personal Care positions in Q3 2013 and 25 closed out, a net change of +26 holders.
  • The largest Edgewell Personal Care buyer in Q3 2013 was Schroder Investment Management Group, an estimated $108M added.
  • The largest Edgewell Personal Care seller in Q3 2013 was Fidelity Investments, an estimated $90M sold.

Based on aggregated 13F filings for Q3 2013.