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Edgewell Personal Care

314 hedge funds and large institutions have $3.8B invested in Edgewell Personal Care in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 93 increasing their positions, 111 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more call options, than puts

Call options by funds: $35.4M | Put options by funds: $7.34M

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

1.34% more ownership

Funds ownership: 90.32%91.65% (+1.3%)

1% more funds holding

Funds holding: 310314 (+4)

4% less capital invested

Capital invested by funds: $3.94B → $3.8B (-$143M)

16% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 111

Holders
314
Holders Change
+4
Holders Change %
+1.29%
% of All Funds
7.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
93
Reduced
111
Closed
36
Calls
$35.4M
Puts
$7.34M
Net Calls
+$28M
Net Calls Change
+$58.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$29.8M -$837K -11,349 -3%
UBS Group
27
UBS Group
Switzerland
$27.8M -$1.94M -26,256 -6%
Fidelity International
28
Fidelity International
Bermuda
$26.1M +$227K +3,081 +0.9%
Canada Life
29
Canada Life
Manitoba, Canada
$25.4M +$1.75M +23,712 +7%
DGHMC
30
Dalton, Greiner, Hartman, Maher & Co
New York
$23.3M +$12.5M +169,746 +112%
Charles Schwab
31
Charles Schwab
California
$21.6M +$1.08M +14,610 +5%
American Century Companies
32
American Century Companies
Missouri
$21.1M -$2.34M -31,733 -10%
UOC
33
UBS O'Connor
Illinois
$19.6M +$2.18M +29,600 +12%
NIMI
34
Natixis Investment Managers International
France
$18.9M -$97.8K -1,327 -0.5%
WHG
35
Westwood Holdings Group
Texas
$18.4M -$1.64M -22,204 -8%
PAM
36
Panagora Asset Management
Massachusetts
$18.3M +$18.2M +247,044 +5,280%
CB
37
Commerce Bank
Missouri
$18M -$528K -7,158 -3%
Legal & General Group
38
Legal & General Group
United Kingdom
$18M +$360K +4,890 +2%
Principal Financial Group
39
Principal Financial Group
Iowa
$17.7M -$25.7K -349 -0.1%
Morgan Stanley
40
Morgan Stanley
New York
$17M -$5.01M -67,938 -23%
Ameriprise
41
Ameriprise
Minnesota
$14.8M +$2.07M +28,034 +16%
First Trust Advisors
42
First Trust Advisors
Illinois
$13.2M -$1.42M -19,282 -10%
DekaBank Deutsche Girozentrale
43
DekaBank Deutsche Girozentrale
Germany
$12.1M +$2.76M +37,450 +30%
DZ Bank
44
DZ Bank
Germany
$11.7M +$4.71M +63,924 +66%
Barclays
45
Barclays
United Kingdom
$11.2M +$8.1M +109,888 +248%
Deutsche Bank
46
Deutsche Bank
Germany
$11.1M +$2.67M +36,166 +31%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$10.2M -$226K -3,069 -2%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$10.2M
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$9.53M +$413K +5,600 +4%
CC
50
Carlson Capital
Texas
$9.06M -$9.99M -135,575 -52%

EPC Hedge Fund Activity: Q3 2017 in Review

314 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2017, worth a combined $3.8B — down 3.6% from $3.94B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EPC positions and 36 closed out — a net gain of 6 holders — while 93 added to existing stakes and 111 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $105M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $83.2M sold.

  • 314 institutional investors held Edgewell Personal Care (EPC) as of Q3 2017, up from 310 in Q2 2017.
  • Funds reported $3.8B of Edgewell Personal Care stock for Q3 2017, down 3.6% quarter-over-quarter.
  • 42 funds opened new Edgewell Personal Care positions in Q3 2017 and 36 closed out, a net change of +6 holders.
  • The largest Edgewell Personal Care buyer in Q3 2017 was T. Rowe Price Associates, an estimated $105M added.
  • The largest Edgewell Personal Care seller in Q3 2017 was Janus Henderson Group, an estimated $83.2M sold.

Based on aggregated 13F filings for Q3 2017.