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Edgewell Personal Care
EPC

420 hedge funds and large institutions have $5.8B invested in Edgewell Personal Care in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 126 increasing their positions, 168 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $27M | Put options by funds: $7.39M

110% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 29

18% more capital invested

Capital invested by funds: $4.91B → $5.8B (+$897M)

7% more funds holding

Funds holding: 391 → 420 (+29)

25% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 168

Holders
420
Holders Change
+29
Holders Change %
+7.42%
% of All Funds
12.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
61
Increased
126
Reduced
168
Closed
29
Calls
$27M
Puts
$7.39M
Net Calls
+$19.6M
Net Calls Change
+$248K

Top Buyers

1
SFM
Systematic Financial Management
New Jersey
+$122M
2
Principal Financial Group
Principal Financial Group
Iowa
+$68.6M
3
BIT
BlackRock Institutional Trust
California
+$33.2M
4
JP Morgan Chase
JP Morgan Chase
New York
+$27M
5
APG Asset Management
APG Asset Management
Netherlands
+$25.4M

Top Sellers

1
TG
TCW Group
California
-$83.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$79.4M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$58.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$29.7M
5
Axa
Axa
France
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Trust & Banking
51
Mitsubishi UFJ Trust & Banking
Japan
$24.4M -$598K -7,865 -3%
AQR Capital Management
52
AQR Capital Management
Connecticut
$23.8M +$5.4M +71,015 +31%
Deutsche Bank
53
Deutsche Bank
Germany
$23M +$4.69M +61,617 +27%
SGAM
54
Smith Group Asset Management
Texas
$23M +$21.9M +287,734 New
Goldman Sachs
55
Goldman Sachs
New York
$21.9M +$5.2M +68,342 +33%
NAP
56
New Amsterdam Partners
New York
$21.8M +$3.54M +46,519 +21%
CIP
57
Champlain Investment Partners
Vermont
$21.7M -$1.58M -20,761 -7%
Retirement Systems of Alabama
58
Retirement Systems of Alabama
Alabama
$21.6M – – –
CB
59
Commerce Bank
Missouri
$20.1M -$215K -2,820 -1%
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$19.3M +$8.17M +107,380 +80%
FQ
61
First Quadrant
California
$18.8M -$2.69M -35,344 -13%
Dimensional Fund Advisors
62
Dimensional Fund Advisors
Texas
$18M +$554K +7,275 +3%
WI
63
WBI Investments
New Jersey
$17.3M +$10.3M +134,983 +168%
UBS AM
64
UBS AM
Illinois
$17.3M -$5.97M -78,412 -27%
Sumitomo Mitsui Trust Group
65
Sumitomo Mitsui Trust Group
Japan
$17.1M -$944K -12,409 -5%
Prudential Financial
66
Prudential Financial
New Jersey
$17.1M -$914K -12,006 -5%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$16.9M +$10.4M +137,075 +185%
KeyBank National Association
68
KeyBank National Association
Ohio
$15.5M +$234K +3,080 +2%
Two Sigma Investments
69
Two Sigma Investments
New York
$15.3M +$13.2M +173,461 +987%
CAM
70
ClariVest Asset Management
California
$15.3M -$234K -3,078 -2%
Canada Life
71
Canada Life
Manitoba, Canada
$15.2M -$339K -4,457 -2%
AIMCA
72
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$15M +$14.2M +187,275 New
QBFM
73
QS Batterymarch Financial Management
New York
$14.9M -$205K -2,698 -1%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$14.9M -$29.7M -390,540 -68%
CS
75
Credit Suisse
Switzerland
$14.8M -$1.42M -18,712 -9%
1 2
3
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EPC Hedge Fund Activity: Q4 2013 in Review

420 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2013, worth a combined $5.8B — up 18% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EPC positions and 29 closed out — a net gain of 32 holders — while 126 added to existing stakes and 168 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $122M. The largest seller was TCW Group, cutting an estimated $83.1M.

  • 420 institutional investors held Edgewell Personal Care (EPC) as of Q4 2013, up from 391 in Q3 2013.
  • Funds reported $5.8B of Edgewell Personal Care stock for Q4 2013, up 18% quarter-over-quarter.
  • 61 funds opened new Edgewell Personal Care positions in Q4 2013 and 29 closed out, a net change of +32 holders.
  • The largest Edgewell Personal Care buyer in Q4 2013 was Systematic Financial Management, an estimated $122M added.
  • The largest Edgewell Personal Care seller in Q4 2013 was TCW Group, an estimated $83.1M sold.

Based on aggregated 13F filings for Q4 2013.