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Edgewell Personal Care

354 hedge funds and large institutions have $4.39B invested in Edgewell Personal Care in 2015 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 96 increasing their positions, 110 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

86.75% more ownership

Funds ownership: 0%86.75% (+87%)

61% more call options, than puts

Call options by funds: $68.5M | Put options by funds: $42.7M

15% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 67

2% more funds holding

Funds holding: 346354 (+8)

13% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 110

32% less capital invested

Capital invested by funds: $6.5B → $4.39B (-$2.11B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
354
Holders Change
+8
Holders Change %
+2.31%
% of All Funds
9.88%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
77
Increased
96
Reduced
110
Closed
67
Calls
$68.5M
Puts
$42.7M
Net Calls
+$25.8M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$44.6M -$2.93M -32,391 -6%
Norges Bank
27
Norges Bank
Norway
$44M +$48.7M +538,687 New
SC
28
Samlyn Capital
New York
$43.2M -$8.3M -91,752 -15%
NM
29
Nokota Management
New York
$41.6M +$46.1M +509,936 New
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$41.4M +$45.9M +506,792 New
Federated Hermes
31
Federated Hermes
Pennsylvania
$41.1M -$1.38M -15,198 -3%
Deutsche Bank
32
Deutsche Bank
Germany
$39.1M +$14M +154,632 +48%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$38.8M -$1.1M -12,100 -2%
WHG
34
Westwood Holdings Group
Texas
$36.2M -$662K -7,319 -2%
OMC
35
Overbrook Management Corp
New York
$33M +$22M +243,469 +151%
WCMNY
36
Westchester Capital Management (New York)
New York
$30.9M +$34.2M +378,200 New
Geode Capital Management
37
Geode Capital Management
Massachusetts
$30M +$33.3M +367,435 New
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$26.4M +$7.18M +79,288 +32%
Diamond Hill Capital Management
39
Diamond Hill Capital Management
Ohio
$24.8M +$2.84M +31,340 +12%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$24.3M +$4.75M +52,510 +21%
SBH
41
Segall Bryant & Hamill
Illinois
$24.3M +$6.54M +72,262 +32%
Millennium Management
42
Millennium Management
New York
$24M +$2.98M +32,964 +13%
CB
43
Commerce Bank
Missouri
$23.7M -$419K -4,630 -2%
BIM
44
BlackRock Investment Management
Delaware
$21.5M +$4.2M +46,401 +21%
Legal & General Group
45
Legal & General Group
United Kingdom
$20.2M +$396K +4,381 +2%
AQR Capital Management
46
AQR Capital Management
Connecticut
$18M -$649K -7,175 -3%
JHIU
47
Janus Henderson Investors US
Colorado
$17.1M +$17.3M +190,650 +1,041%
PAMU
48
Pictet Asset Management (UK)
United Kingdom
$16.5M +$6.5M +71,874 +55%
Principal Financial Group
49
Principal Financial Group
Iowa
$15.6M +$568K +6,280 +3%
TCIM
50
TIAA CREF Investment Management
New York
$15.6M -$5.48M -60,501 -24%

EPC Hedge Fund Activity: Q3 2015 in Review

354 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2015, worth a combined $4.39B — down 32% from $6.5B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new EPC positions and 67 closed out — a net gain of 10 holders — while 96 added to existing stakes and 110 trimmed.

The largest buyer was Putnam Investments, adding an estimated $135M. The largest seller was Tourbillon Capital Partners, exiting entirely with an estimated $184M sold.

  • 354 institutional investors held Edgewell Personal Care (EPC) as of Q3 2015, up from 346 in Q2 2015.
  • Funds reported $4.39B of Edgewell Personal Care stock for Q3 2015, down 32% quarter-over-quarter.
  • 77 funds opened new Edgewell Personal Care positions in Q3 2015 and 67 closed out, a net change of +10 holders.
  • The largest Edgewell Personal Care buyer in Q3 2015 was Putnam Investments, an estimated $135M added.
  • The largest Edgewell Personal Care seller in Q3 2015 was Tourbillon Capital Partners, an estimated $184M sold.

Based on aggregated 13F filings for Q3 2015.