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Edgewell Personal Care

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: 391420 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
76
Wells Fargo
California
$14.5M -$4.42M -58,076 -24%
Morgan Stanley
77
Morgan Stanley
New York
$14.4M -$26.8M -352,126 -66%
NTCOC
78
Northern Trust Company of Connecticut
Connecticut
$14.3M +$4.51M +59,290 +50%
AIG
79
American International Group
New York
$14.3M -$114K -1,497 -0.8%
AWCI
80
Alpine Woods Capital Investors
New York
$14.2M -$1.95M -25,597 -13%
Nomura Holdings
81
Nomura Holdings
Japan
$13.8M -$1.73M -22,748 -12%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$13.8M -$482K -6,340 -4%
GAM
83
Gotham Asset Management
New York
$13.7M -$642K -8,432 -5%
DCM
84
Dupont Capital Management
Delaware
$12.6M +$1.52M +20,005 +15%
MAA
85
Managed Account Advisors
New Jersey
$12.4M -$8.29M -108,889 -41%
BlackRock
86
BlackRock
New York
$12.3M +$4.6M +60,443 +65%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$12.2M +$82.1K +1,079 +0.7%
PP
88
Prospector Partners
Connecticut
$11.9M -$3.96M -52,072 -26%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$11.7M -$281K -3,694 -2%
NFA
90
Nationwide Fund Advisors
Ohio
$11.4M -$113K -1,485 -1%
Public Employees Retirement Association of Colorado
91
Public Employees Retirement Association of Colorado
Colorado
$11.3M +$3.65K +48 +0%
CCMH
92
Cornerstone Capital Management Holdings
New York
$11.2M -$5.3M -69,672 -33%
RFC
93
Russell Frank Company
Washington
$11.1M +$631K +8,294 +6%
NI
94
Numeric Investors
Massachusetts
$10.8M +$2.83M +37,192 +38%
PL
95
Plancorp LLC
Missouri
$10.5M +$9.93M +130,500 New
BJ
96
BlackRock Japan
Japan
$10.4M -$94.9K -1,247 -1%
KBC Group
97
KBC Group
Belgium
$10.3M -$91.8K -1,207 -0.9%
PPA
98
Parametric Portfolio Associates
Washington
$9.67M -$112K -1,473 -1%
RhumbLine Advisers
99
RhumbLine Advisers
Massachusetts
$9.66M -$858K -11,274 -9%
VRS
100
Virginia Retirement Systems
Virginia
$9.26M +$19.4K +255 +0.2%

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.