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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
PAM
26
Panagora Asset Management
Massachusetts
$53.6M +$3.63M +47,654 +8%
PI
27
PGGM Investments
Netherlands
$51.7M +$4.56M +59,873 +10%
GF
28
Gabelli Funds
New York
$51.4M -$1.33M -17,537 -3%
Diamond Hill Capital Management
29
Diamond Hill Capital Management
Ohio
$50.3M -$6.2M -81,475 -11%
American Century Companies
30
American Century Companies
Missouri
$48.9M +$292K +3,844 +0.6%
Charles Schwab
31
Charles Schwab
California
$48.5M -$23.6M -310,189 -34%
Invesco
32
Invesco
Georgia
$47.3M +$1.35M +17,770 +3%
Ameriprise
33
Ameriprise
Minnesota
$45M -$1.72M -22,611 -4%
Citigroup
34
Citigroup
New York
$44.1M -$9.73M -127,857 -19%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$43.7M +$16.1M +211,198 +62%
First Trust Advisors
36
First Trust Advisors
Illinois
$42.6M +$24.1M +316,897 +148%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$42.5M -$10.7M -140,257 -21%
TCIM
38
TIAA CREF Investment Management
New York
$40.8M -$7.53M -98,987 -16%
AllianceBernstein
39
AllianceBernstein
Tennessee
$40.3M -$5.83M -76,677 -13%
SBH
40
Segall Bryant & Hamill
Illinois
$40.3M +$233K +3,065 +0.6%
Geode Capital Management
41
Geode Capital Management
Massachusetts
$36M +$5.98M +78,607 +21%
GLA
42
Great Lakes Advisors
Illinois
$35.4M -$506K -6,648 -1%
GE
43
General Electric
Ohio
$34.2M +$3.83M +50,278 +13%
U
44
UBS
Switzerland
$33.7M -$1.35M -17,706 -4%
Federated Hermes
45
Federated Hermes
Pennsylvania
$32.4M -$6.86M -90,182 -18%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$32M +$3.08M +40,470 +11%
Renaissance Technologies
47
Renaissance Technologies
New York
$31.1M +$21M +276,005 +248%
Legal & General Group
48
Legal & General Group
United Kingdom
$28.8M +$722K +9,487 +3%
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$25.7M -$16M -210,579 -40%
Citadel Advisors
50
Citadel Advisors
Florida
$24.4M +$19.2M +251,897 +477%
1
2
3 4 5

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.