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Edgewell Personal Care

346 hedge funds and large institutions have $3.99B invested in Edgewell Personal Care in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 111 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $132M | Put options by funds: $74.1M

7% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 119

1.04% less ownership

Funds ownership: 86.54%85.5% (-1%)

4% less funds holding

Funds holding: 359346 (-13)

8% less capital invested

Capital invested by funds: $4.33B → $3.99B (-$347M)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
346
Holders Change
-13
Holders Change %
-3.62%
% of All Funds
9.23%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
24
Increased
111
Reduced
119
Closed
33
Calls
$132M
Puts
$74.1M
Net Calls
+$58M
Net Calls Change
+$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$38.4M +$7.11M +88,203 +22%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$38.2M +$1.95M +24,218 +5%
Goldman Sachs
28
Goldman Sachs
New York
$37.8M -$60M -743,920 -61%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$37M -$17.4M -216,209 -32%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$32.7M +$1.74M +21,623 +6%
WHG
31
Westwood Holdings Group
Texas
$30.5M -$1.25M -15,559 -4%
Wells Fargo
32
Wells Fargo
California
$29.9M +$3.66M +45,411 +14%
Fidelity International
33
Fidelity International
Bermuda
$21.4M +$4.03M +49,976 +23%
CB
34
Commerce Bank
Missouri
$21.3M -$184K -2,285 -0.8%
Morgan Stanley
35
Morgan Stanley
New York
$20.7M -$20.5M -253,800 -49%
Legal & General Group
36
Legal & General Group
United Kingdom
$20.1M -$334K -4,141 -2%
Canada Life
37
Canada Life
Manitoba, Canada
$19.3M +$2.59M +32,112 +15%
Charles Schwab
38
Charles Schwab
California
$19M +$1.39M +17,257 +8%
AQR Capital Management
39
AQR Capital Management
Connecticut
$18.8M +$6.68M +82,881 +54%
Principal Financial Group
40
Principal Financial Group
Iowa
$18.2M +$755K +9,358 +4%
NIMI
41
Natixis Investment Managers International
France
$16.4M -$224K -2,777 -1%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$15.3M -$559K -6,928 -3%
Deutsche Bank
43
Deutsche Bank
Germany
$14.3M -$20.4M -252,432 -58%
Swiss National Bank
44
Swiss National Bank
Switzerland
$13.1M -$185K -2,300 -1%
SFM
45
Soros Fund Management
New York
$12.9M
UBS Group
46
UBS Group
Switzerland
$12.8M +$11.8M +146,233 +1,004%
Ameriprise
47
Ameriprise
Minnesota
$12.8M +$327K +4,050 +3%
Citadel Advisors
48
Citadel Advisors
Florida
$12.6M -$39.9M -494,545 -76%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$12.6M -$1.44M -17,900 -10%
GAM
50
Gotham Asset Management
New York
$11.6M +$11.3M +140,295 +2,317%

EPC Hedge Fund Activity: Q3 2016 in Review

346 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2016, worth a combined $3.99B — down 8% from $4.33B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EPC and 24 opened new positions — a net loss of 9 holders — while 119 trimmed existing stakes and 111 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $50.6M. The largest seller was Goldman Sachs, cutting an estimated $60M.

  • 346 institutional investors held Edgewell Personal Care (EPC) as of Q3 2016, down from 359 in Q2 2016.
  • Funds reported $3.99B of Edgewell Personal Care stock for Q3 2016, down 8% quarter-over-quarter.
  • 24 funds opened new Edgewell Personal Care positions in Q3 2016 and 33 closed out, a net change of -9 holders.
  • The largest Edgewell Personal Care buyer in Q3 2016 was T. Rowe Price Associates, an estimated $50.6M added.
  • The largest Edgewell Personal Care seller in Q3 2016 was Goldman Sachs, an estimated $60M sold.

Based on aggregated 13F filings for Q3 2016.