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Edgewell Personal Care

391 hedge funds and large institutions have $4.91B invested in Edgewell Personal Care in 2013 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 163 increasing their positions, 118 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $10.9M

104% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 25

38% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 118

6% more funds holding

Funds holding: 370391 (+21)

8% less capital invested

Capital invested by funds: $5.34B → $4.91B (-$432M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
391
Holders Change
+21
Holders Change %
+5.68%
% of All Funds
12.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
51
Increased
163
Reduced
118
Closed
25
Calls
$30.2M
Puts
$10.9M
Net Calls
+$19.3M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
76
ClariVest Asset Management
California
$13.1M -$1.84M -24,896 -11%
Capital Fund Management (CFM)
77
Capital Fund Management (CFM)
France
$13.1M +$11.9M +160,817 +498%
ACI
78
AMP Capital Investors
Australia
$13M +$6.38M +86,295 +83%
Canada Life
79
Canada Life
Manitoba, Canada
$13M +$14.2M +192,304 New
Millennium Management
80
Millennium Management
New York
$12.9M +$14.1M +190,496 New
KeyBank National Association
81
KeyBank National Association
Ohio
$12.8M +$471K +6,372 +3%
QBFM
82
QS Batterymarch Financial Management
New York
$12.8M -$4.9M -66,317 -26%
GAM
83
Gotham Asset Management
New York
$12.1M +$6.14M +83,124 +86%
AIG
84
American International Group
New York
$12.1M +$16.5K +223 +0.1%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$12M -$508K -6,880 -4%
Wellington Management Group
86
Wellington Management Group
Massachusetts
$10.9M -$21.4K -289 -0.2%
JHIU
87
Janus Henderson Investors US
Colorado
$10.6M +$2.07M +28,066 +22%
WBC
88
Westpac Banking Corp
Australia
$10.3M +$11M +149,233 +3,846%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$10.2M +$346K +4,682 +3%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$10.1M -$518K -7,008 -4%
RFC
91
Russell Frank Company
Washington
$10.1M +$1.71M +23,082 +18%
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$9.9M -$21.2M -287,039 -66%
Fidelity International
93
Fidelity International
Bermuda
$9.86M -$14.9M -201,671 -58%
NFA
94
Nationwide Fund Advisors
Ohio
$9.7M +$253K +3,426 +2%
Public Employees Retirement Association of Colorado
95
Public Employees Retirement Association of Colorado
Colorado
$9.51M -$454K -6,150 -4%
DCM
96
Dupont Capital Management
Delaware
$9.26M -$1.77M -23,998 -15%
State of Tennessee, Department of Treasury
97
State of Tennessee, Department of Treasury
Tennessee
$9.02M +$9.86M +133,417 New
RhumbLine Advisers
98
RhumbLine Advisers
Massachusetts
$8.9M +$16.6K +224 +0.2%
BJ
99
BlackRock Japan
Japan
$8.85M -$561K -7,590 -5%
BCA
100
Bernzott Capital Advisors
California
$8.8M -$2.29M -30,995 -19%

EPC Hedge Fund Activity: Q3 2013 in Review

391 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2013, worth a combined $4.91B — down 8.1% from $5.34B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EPC positions and 25 closed out — a net gain of 26 holders — while 163 added to existing stakes and 118 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $108M. The largest seller was Fidelity Investments, cutting an estimated $90M.

  • 391 institutional investors held Edgewell Personal Care (EPC) as of Q3 2013, up from 370 in Q2 2013.
  • Funds reported $4.91B of Edgewell Personal Care stock for Q3 2013, down 8.1% quarter-over-quarter.
  • 51 funds opened new Edgewell Personal Care positions in Q3 2013 and 25 closed out, a net change of +26 holders.
  • The largest Edgewell Personal Care buyer in Q3 2013 was Schroder Investment Management Group, an estimated $108M added.
  • The largest Edgewell Personal Care seller in Q3 2013 was Fidelity Investments, an estimated $90M sold.

Based on aggregated 13F filings for Q3 2013.