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Edgewell Personal Care

410 hedge funds and large institutions have $7.52B invested in Edgewell Personal Care in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 136 increasing their positions, 158 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $201M | Put options by funds: $61M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

8% more capital invested

Capital invested by funds: $6.96B → $7.52B (+$561M)

4% less funds holding

Funds holding: 429410 (-19)

14% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 158

29% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 48

Holders
410
Holders Change
-19
Holders Change %
-4.43%
% of All Funds
10.93%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
34
Increased
136
Reduced
158
Closed
48
Calls
$201M
Puts
$61M
Net Calls
+$140M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$76.1M -$194K -1,959 -0.3%
BG
27
BlackRock Group
United Kingdom
$72.9M -$6.17M -62,297 -8%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$67.2M +$3.14M +31,714 +5%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$66.6M +$15.3M +153,911 +30%
CC
30
CQS Cayman
Cayman Islands
$66.4M +$52.6M +530,360 +449%
American Century Companies
31
American Century Companies
Missouri
$64M +$276K +2,783 +0.4%
PAM
32
Panagora Asset Management
Massachusetts
$60.1M -$370K -3,738 -0.6%
GE
33
General Electric
Ohio
$58M +$27.9M +281,462 +99%
Citadel Advisors
34
Citadel Advisors
Florida
$55.2M -$105M -1,058,842 -66%
GAM
35
Gotham Asset Management
New York
$54M -$18.1M -183,050 -26%
Deutsche Bank
36
Deutsche Bank
Germany
$53.2M +$21M +212,354 +69%
BA
37
BlackRock Advisors
Delaware
$51.8M -$36.5M -367,832 -42%
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$50.2M -$17.2M -173,566 -26%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$47.5M +$1.55M +15,610 +3%
Adage Capital Partners
40
Adage Capital Partners
Massachusetts
$44.2M -$64.2M -647,520 -60%
TCIM
41
TIAA CREF Investment Management
New York
$42.6M -$20.3M -204,533 -33%
Diamond Hill Capital Management
42
Diamond Hill Capital Management
Ohio
$42.2M +$698K +7,041 +2%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$40.5M -$4.54M -45,839 -10%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$38.6M -$463K -4,669 -1%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$34.1M
Legal & General Group
46
Legal & General Group
United Kingdom
$33.9M -$786K -7,934 -2%
SBH
47
Segall Bryant & Hamill
Illinois
$33.8M -$1.32M -13,348 -4%
AQR Capital Management
48
AQR Capital Management
Connecticut
$32.8M +$9.99M +100,829 +46%
BIM
49
BlackRock Investment Management
Delaware
$31.7M -$15.7M -158,620 -34%
UBS Group
50
UBS Group
Switzerland
$31M -$2.93M -29,536 -9%

EPC Hedge Fund Activity: Q1 2015 in Review

410 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q1 2015, worth a combined $7.52B — up 8.1% from $6.96B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of EPC and 34 opened new positions — a net loss of 14 holders — while 158 trimmed existing stakes and 136 added.

The largest buyer was Fidelity Investments, adding an estimated $203M. The largest seller was Manning & Napier Advisors, cutting an estimated $111M.

  • 410 institutional investors held Edgewell Personal Care (EPC) as of Q1 2015, down from 429 in Q4 2014.
  • Funds reported $7.52B of Edgewell Personal Care stock for Q1 2015, up 8.1% quarter-over-quarter.
  • 34 funds opened new Edgewell Personal Care positions in Q1 2015 and 48 closed out, a net change of -14 holders.
  • The largest Edgewell Personal Care buyer in Q1 2015 was Fidelity Investments, an estimated $203M added.
  • The largest Edgewell Personal Care seller in Q1 2015 was Manning & Napier Advisors, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2015.