We are live on ! Find out more
EPC icon

Edgewell Personal Care

310 hedge funds and large institutions have $3.94B invested in Edgewell Personal Care in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 102 increasing their positions, 111 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $3.92B → $3.94B (+$19M)

8% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 111

3.13% less ownership

Funds ownership: 93.45%90.32% (-3.1%)

9% less funds holding

Funds holding: 342310 (-32)

46% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 65

80% less call options, than puts

Call options by funds: $7.74M | Put options by funds: $37.8M

Holders
310
Holders Change
-32
Holders Change %
-9.36%
% of All Funds
7.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
102
Reduced
111
Closed
65
Calls
$7.74M
Puts
$37.8M
Net Calls
-$30.1M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$31M +$9.32M +126,691 +45%
Adage Capital Partners
27
Adage Capital Partners
Massachusetts
$29.5M +$1.35M +18,372 +5%
Fidelity International
28
Fidelity International
Bermuda
$27M +$5.67M +77,123 +28%
Canada Life
29
Canada Life
Manitoba, Canada
$24.8M +$3.07M +41,793 +15%
American Century Companies
30
American Century Companies
Missouri
$24.5M +$6.56M +89,231 +38%
Citadel Advisors
31
Citadel Advisors
Florida
$23.5M +$3.86M +52,535 +20%
Morgan Stanley
32
Morgan Stanley
New York
$22.9M -$6.93M -94,173 -24%
Charles Schwab
33
Charles Schwab
California
$21.4M +$1.5M +20,438 +8%
WHG
34
Westwood Holdings Group
Texas
$20.9M -$425K -5,780 -2%
NIMI
35
Natixis Investment Managers International
France
$19.9M +$2.2M +29,917 +13%
CC
36
Carlson Capital
Texas
$19.8M +$5.67M +77,102 +42%
CB
37
Commerce Bank
Missouri
$19.4M +$123K +1,669 +0.7%
Principal Financial Group
38
Principal Financial Group
Iowa
$18.5M +$667K +9,062 +4%
Legal & General Group
39
Legal & General Group
United Kingdom
$18.4M -$2.45M -33,256 -12%
UOC
40
UBS O'Connor
Illinois
$18.2M -$4.55M -61,889 -21%
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$16.7M +$9.93M +135,033 +159%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$16M +$14.9M +202,072 +2,406%
First Trust Advisors
43
First Trust Advisors
Illinois
$15.3M -$2.78M -37,760 -16%
Millennium Management
44
Millennium Management
New York
$14.4M -$15.3M -207,745 -52%
TCIM
45
TIAA CREF Investment Management
New York
$13.7M -$1.55M -21,050 -10%
Ameriprise
46
Ameriprise
Minnesota
$13.3M +$755K +10,261 +6%
MWNA
47
Marshall Wace North America
New York
$13.2M +$12.3M +166,815 +2,343%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$12.2M -$3.46M -47,090 -23%
DGHMC
49
Dalton, Greiner, Hartman, Maher & Co
New York
$11.5M +$11.1M +150,969 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$10.9M +$5.37M +72,983 +104%

EPC Hedge Fund Activity: Q2 2017 in Review

310 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q2 2017, worth a combined $3.94B — up 0.48% from $3.92B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of EPC and 35 opened new positions — a net loss of 30 holders — while 111 trimmed existing stakes and 102 added.

The largest buyer was Janus Henderson Group, adding an estimated $72.7M. The largest seller was Credit Suisse, cutting an estimated $176M.

  • 310 institutional investors held Edgewell Personal Care (EPC) as of Q2 2017, down from 342 in Q1 2017.
  • Funds reported $3.94B of Edgewell Personal Care stock for Q2 2017, up 0.48% quarter-over-quarter.
  • 35 funds opened new Edgewell Personal Care positions in Q2 2017 and 65 closed out, a net change of -30 holders.
  • The largest Edgewell Personal Care buyer in Q2 2017 was Janus Henderson Group, an estimated $72.7M added.
  • The largest Edgewell Personal Care seller in Q2 2017 was Credit Suisse, an estimated $176M sold.

Based on aggregated 13F filings for Q2 2017.