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Edgewell Personal Care

233 hedge funds and large institutions have $1.75B invested in Edgewell Personal Care in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 76 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

553% more call options, than puts

Call options by funds: $68.3M | Put options by funds: $10.5M

26% more capital invested

Capital invested by funds: $1.39B → $1.75B (+$359M)

4.04% more ownership

Funds ownership: 95.54%99.58% (+4%)

1% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 76

7% less funds holding

Funds holding: 250233 (-17)

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
233
Holders Change
-17
Holders Change %
-6.8%
% of All Funds
5.11%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
75
Reduced
76
Closed
48
Calls
$68.3M
Puts
$10.5M
Net Calls
+$57.8M
Net Calls Change
+$58.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$10.6M +$840K +28,151 +9%
HT
27
HAP Trading
New York
$10.4M +$9.53M +319,133 New
Goldman Sachs
28
Goldman Sachs
New York
$9.77M -$874K -29,283 -9%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$8.72M +$8.02M +268,528 New
Principal Financial Group
30
Principal Financial Group
Iowa
$8.55M -$26.9K -901 -0.3%
JIM
31
Jupiter Investment Management
United Kingdom
$8.06M -$4.32M -144,764 -37%
N
32
Nuveen
North Carolina
$7.46M -$24.2K -810 -0.4%
WG
33
Winton Group
United Kingdom
$7.43M -$380K -12,728 -5%
MIH
34
Madison Investment Holdings
Wisconsin
$6.76M +$6.22M +208,215 New
FG
35
Formula Growth
Quebec, Canada
$6.5M +$2.39M +80,000 +67%
BIM
36
Bogle Investment Management
Massachusetts
$6.43M +$5.9M +197,790 New
BCM
37
Bridgeway Capital Management
Texas
$6.4M
CSIC
38
Clifford Swan Investment Counsel
California
$6.15M -$122K -4,100 -2%
CB
39
Commerce Bank
Missouri
$6.06M -$583K -19,545 -9%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$5.92M +$161K +5,409 +3%
PPA
41
Parametric Portfolio Associates
Washington
$5.84M +$1.89M +63,284 +54%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$5.81M -$4.33M -145,174 -45%
Canada Pension Plan Investment Board
43
Canada Pension Plan Investment Board
Ontario, Canada
$5.81M
Ameriprise
44
Ameriprise
Minnesota
$5.58M -$1.49M -49,964 -23%
UBS Group
45
UBS Group
Switzerland
$5.46M +$4.51M +151,194 +906%
Axa
46
Axa
France
$5.33M +$1.41M +47,400 +41%
Wellington Management Group
47
Wellington Management Group
Massachusetts
$5.26M -$2.91M -97,509 -38%
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.82M +$753K +25,212 +20%
Wells Fargo
49
Wells Fargo
California
$4.54M -$207K -6,945 -5%
Squarepoint
50
Squarepoint
New York
$4.53M +$4.16M +139,301 New

EPC Hedge Fund Activity: Q3 2019 in Review

233 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2019, worth a combined $1.75B — up 26% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of EPC and 32 opened new positions — a net loss of 16 holders — while 76 trimmed existing stakes and 75 added.

The largest buyer was Fidelity Investments, adding an estimated $140M. The largest seller was Armistice Capital, exiting entirely with an estimated $46M sold.

  • 233 institutional investors held Edgewell Personal Care (EPC) as of Q3 2019, down from 250 in Q2 2019.
  • Funds reported $1.75B of Edgewell Personal Care stock for Q3 2019, up 26% quarter-over-quarter.
  • 32 funds opened new Edgewell Personal Care positions in Q3 2019 and 48 closed out, a net change of -16 holders.
  • The largest Edgewell Personal Care buyer in Q3 2019 was Fidelity Investments, an estimated $140M added.
  • The largest Edgewell Personal Care seller in Q3 2019 was Armistice Capital, an estimated $46M sold.

Based on aggregated 13F filings for Q3 2019.