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Edgewell Personal Care

429 hedge funds and large institutions have $6.96B invested in Edgewell Personal Care in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more call options, than puts

Call options by funds: $7.71M | Put options by funds: $2.08M

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

2% more funds holding

Funds holding: 419429 (+10)

4% more capital invested

Capital invested by funds: $6.69B → $6.96B (+$269M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

12% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 159

Holders
429
Holders Change
+10
Holders Change %
+2.39%
% of All Funds
11.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
40
Increased
140
Reduced
159
Closed
22
Calls
$7.71M
Puts
$2.08M
Net Calls
+$5.63M
Net Calls Change
-$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$71.4M +$12.8M +139,392 +23%
Norges Bank
27
Norges Bank
Norway
$71M
Bank of America
28
Bank of America
North Carolina
$70.7M +$1.83M +19,888 +3%
YCMGA
29
York Capital Management Global Advisors
New York
$69.4M +$67M +728,541 New
GAM
30
Gotham Asset Management
New York
$67.7M +$10.5M +114,438 +19%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$63.3M +$26.8M +291,036 +78%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$59.5M +$3.74M +40,648 +7%
American Century Companies
33
American Century Companies
Missouri
$59.4M -$103K -1,121 -0.2%
TCIM
34
TIAA CREF Investment Management
New York
$59.2M +$14.2M +154,439 +33%
PAM
35
Panagora Asset Management
Massachusetts
$56.3M -$18.9M -205,940 -26%
LSV Asset Management
36
LSV Asset Management
Illinois
$54.8M -$192M -2,084,505 -78%
TCM
37
Tiger Consumer Management
New York
$53.1M +$51.3M +557,369 New
Wellington Management Group
38
Wellington Management Group
Massachusetts
$50M +$47.3M +514,700 +5,278%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$48.1M -$35.5M -385,975 -43%
BIM
40
BlackRock Investment Management
Delaware
$44.6M -$14M -152,565 -25%
Franklin Resources
41
Franklin Resources
California
$43.1M +$41.1M +446,921 +8,922%
First Trust Advisors
42
First Trust Advisors
Illinois
$42.9M +$11.7M +127,614 +40%
GLA
43
Great Lakes Advisors
Illinois
$42.9M -$592K -6,436 -1%
Renaissance Technologies
44
Renaissance Technologies
New York
$42.8M +$41.3M +448,812 New
Geode Capital Management
45
Geode Capital Management
Massachusetts
$42.7M +$161K +1,753 +0.4%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$42M +$8.39M +91,194 +26%
Diamond Hill Capital Management
47
Diamond Hill Capital Management
Ohio
$38.6M +$458K +4,976 +1%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$36.4M +$119K +1,290 +0.3%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$34.1M -$3.72M -40,396 -10%
Millennium Management
50
Millennium Management
New York
$33.9M +$18.2M +197,637 +125%

EPC Hedge Fund Activity: Q4 2014 in Review

429 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2014, worth a combined $6.96B — up 4% from $6.69B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EPC positions and 22 closed out — a net gain of 18 holders — while 140 added to existing stakes and 159 trimmed.

The largest buyer was York Capital Management Global Advisors, opening a new position worth an estimated $67M. The largest seller was LSV Asset Management, cutting an estimated $192M.

  • 429 institutional investors held Edgewell Personal Care (EPC) as of Q4 2014, up from 419 in Q3 2014.
  • Funds reported $6.96B of Edgewell Personal Care stock for Q4 2014, up 4% quarter-over-quarter.
  • 40 funds opened new Edgewell Personal Care positions in Q4 2014 and 22 closed out, a net change of +18 holders.
  • The largest Edgewell Personal Care buyer in Q4 2014 was York Capital Management Global Advisors, an estimated $67M added.
  • The largest Edgewell Personal Care seller in Q4 2014 was LSV Asset Management, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2014.