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Edgewell Personal Care

303 hedge funds and large institutions have $2.55B invested in Edgewell Personal Care in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 117 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.6% more ownership

Funds ownership: 94.93%97.53% (+2.6%)

5% less funds holding

Funds holding: 319303 (-16)

17% less capital invested

Capital invested by funds: $3.09B → $2.55B (-$535M)

27% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 45

29% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 117

44% less call options, than puts

Call options by funds: $7.11M | Put options by funds: $12.7M

Holders
303
Holders Change
-16
Holders Change %
-5.02%
% of All Funds
6.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
83
Reduced
117
Closed
45
Calls
$7.11M
Puts
$12.7M
Net Calls
-$5.56M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$21.5M -$890K -16,526 -4%
Fidelity International
27
Fidelity International
Bermuda
$19.3M -$1.11M -20,606 -5%
Charles Schwab
28
Charles Schwab
California
$16.9M -$337K -6,256 -2%
NIMI
29
Natixis Investment Managers International
France
$15.6M
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$14.2M -$32M -594,100 -67%
PAM
31
Panagora Asset Management
Massachusetts
$13.8M -$12.6M -233,512 -45%
Ameriprise
32
Ameriprise
Minnesota
$13.2M +$3.1M +57,617 +27%
DGHMC
33
Dalton, Greiner, Hartman, Maher & Co
New York
$12.9M -$6.93M -128,707 -33%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$12.6M +$11.2M +208,300 +425%
Canada Life
35
Canada Life
Manitoba, Canada
$11.7M -$5.86M -108,685 -31%
Principal Financial Group
36
Principal Financial Group
Iowa
$11.5M -$106K -1,970 -0.8%
Wells Fargo
37
Wells Fargo
California
$11.3M +$2.34M +43,405 +23%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$11.3M +$3.91M +72,533 +46%
CB
39
Commerce Bank
Missouri
$11M -$386K -7,158 -3%
CSIC
40
Clifford Swan Investment Counsel
California
$9.88M
WHG
41
Westwood Holdings Group
Texas
$9.81M -$2.65M -49,166 -20%
GC
42
Guggenheim Capital
Illinois
$9.47M +$4.05M +75,170 +63%
Morgan Stanley
43
Morgan Stanley
New York
$8.56M -$18M -334,399 -66%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$8.5M +$2.33M +43,228 +33%
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$8.23M +$9.08M +168,501 New
Millennium Management
46
Millennium Management
New York
$8.11M -$11.4M -211,256 -56%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$7.41M +$1.05M +19,517 +15%
DekaBank Deutsche Girozentrale
48
DekaBank Deutsche Girozentrale
Germany
$7.38M -$500K -9,275 -6%
AIG
49
American International Group
New York
$7.28M +$1.65M +30,619 +26%
BCM
50
Beddow Capital Management
Wyoming
$7.02M +$3.12M +57,980 +68%

EPC Hedge Fund Activity: Q1 2018 in Review

303 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q1 2018, worth a combined $2.55B — down 17% from $3.09B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of EPC and 33 opened new positions — a net loss of 12 holders — while 117 trimmed existing stakes and 83 added.

The largest buyer was Legion Partners Asset Management, opening a new position worth an estimated $41M. The largest seller was Schroder Investment Management Group, cutting an estimated $32M.

  • 303 institutional investors held Edgewell Personal Care (EPC) as of Q1 2018, down from 319 in Q4 2017.
  • Funds reported $2.55B of Edgewell Personal Care stock for Q1 2018, down 17% quarter-over-quarter.
  • 33 funds opened new Edgewell Personal Care positions in Q1 2018 and 45 closed out, a net change of -12 holders.
  • The largest Edgewell Personal Care buyer in Q1 2018 was Legion Partners Asset Management, an estimated $41M added.
  • The largest Edgewell Personal Care seller in Q1 2018 was Schroder Investment Management Group, an estimated $32M sold.

Based on aggregated 13F filings for Q1 2018.