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Edgewell Personal Care

319 hedge funds and large institutions have $3.09B invested in Edgewell Personal Care in 2017 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 110 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $23.3M | Put options by funds: $7.26M

17% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 42

3.28% more ownership

Funds ownership: 91.65%94.93% (+3.3%)

2% more funds holding

Funds holding: 314319 (+5)

16% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 110

19% less capital invested

Capital invested by funds: $3.8B → $3.09B (-$708M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
7.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
49
Increased
92
Reduced
110
Closed
42
Calls
$23.3M
Puts
$7.26M
Net Calls
+$16M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
26
Seizert Capital Partners
Michigan
$23.7M +$25.1M +398,352 New
DGHMC
27
Dalton, Greiner, Hartman, Maher & Co
New York
$23.3M +$4.49M +71,329 +22%
Millennium Management
28
Millennium Management
New York
$22.4M -$11.4M -180,689 -32%
Charles Schwab
29
Charles Schwab
California
$21M +$3.54M +56,233 +19%
Canada Life
30
Canada Life
Manitoba, Canada
$20.6M -$140K -2,224 -0.6%
Goldman Sachs
31
Goldman Sachs
New York
$20.4M -$10.8M -171,170 -33%
NIMI
32
Natixis Investment Managers International
France
$19M +$3.78M +60,000 +23%
GAM
33
Gotham Asset Management
New York
$15.2M +$10.5M +166,224 +187%
UBS Group
34
UBS Group
Switzerland
$14.9M -$8.21M -130,496 -34%
WHG
35
Westwood Holdings Group
Texas
$14.9M -$180K -2,857 -1%
Legal & General Group
36
Legal & General Group
United Kingdom
$14.8M +$148K +2,359 +1%
Principal Financial Group
37
Principal Financial Group
Iowa
$14.2M -$260K -4,134 -2%
CB
38
Commerce Bank
Missouri
$13.8M -$930K -14,780 -6%
Ameriprise
39
Ameriprise
Minnesota
$12.7M +$617K +9,814 +5%
Deutsche Bank
40
Deutsche Bank
Germany
$12.5M +$3.61M +57,417 +38%
First Trust Advisors
41
First Trust Advisors
Illinois
$12.3M +$1.6M +25,468 +14%
DekaBank Deutsche Girozentrale
42
DekaBank Deutsche Girozentrale
Germany
$12.1M
Citadel Advisors
43
Citadel Advisors
Florida
$12.1M -$15.9M -253,061 -55%
CSIC
44
Clifford Swan Investment Counsel
California
$12M +$11.9M +188,553 +1,373%
Wells Fargo
45
Wells Fargo
California
$11.2M -$13.9M -221,323 -54%
JIM
46
Jupiter Investment Management
United Kingdom
$9.57M +$9.42M +149,741 +1,304%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$9.39M +$2.24M +35,559 +29%
PI
48
PGGM Investments
Netherlands
$9.1M +$9.65M +153,300 New
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$7.86M +$585K +9,299 +8%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$7.83M -$529K -8,404 -6%

EPC Hedge Fund Activity: Q4 2017 in Review

319 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2017, worth a combined $3.09B — down 19% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new EPC positions and 42 closed out — a net gain of 7 holders — while 92 added to existing stakes and 110 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $61.8M. The largest seller was Putnam Investments, cutting an estimated $109M.

  • 319 institutional investors held Edgewell Personal Care (EPC) as of Q4 2017, up from 314 in Q3 2017.
  • Funds reported $3.09B of Edgewell Personal Care stock for Q4 2017, down 19% quarter-over-quarter.
  • 49 funds opened new Edgewell Personal Care positions in Q4 2017 and 42 closed out, a net change of +7 holders.
  • The largest Edgewell Personal Care buyer in Q4 2017 was T. Rowe Price Associates, an estimated $61.8M added.
  • The largest Edgewell Personal Care seller in Q4 2017 was Putnam Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2017.