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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
Stifel Financial
76
Stifel Financial
Missouri
$2.85M -$33.3K -619 -1%
MOACM
77
Mutual of America Capital Management
New York
$2.61M -$68.4K -1,269 -2%
PL
78
Plancorp LLC
Missouri
$2.6M -$57.6K -1,070 -2%
Invesco
79
Invesco
Georgia
$2.49M +$524K +9,722 +24%
US Bancorp
80
US Bancorp
Minnesota
$2.44M +$96.1K +1,783 +4%
Squarepoint
81
Squarepoint
New York
$2.37M +$2.34M +43,475 +846%
Prudential Financial
82
Prudential Financial
New Jersey
$2.36M +$669K +12,410 +35%
EVM
83
Eaton Vance Management
Massachusetts
$2.33M +$1.29M +23,870 +100%
Asset Management One
84
Asset Management One
Japan
$2.14M -$13.4K -248 -0.6%
SDIC
85
South Dakota Investment Council
South Dakota
$2.13M +$1.94M +36,052 +481%
GAM
86
Gotham Asset Management
New York
$2.1M -$11.4M -212,233 -83%
PI
87
Putnam Investments
Massachusetts
$2.02M -$49.9K -927 -2%
Comerica Bank
88
Comerica Bank
Texas
$1.9M -$129K -2,395 -5%
AG
89
Aperio Group
California
$1.87M +$1.36M +25,323 +194%
AllianceBernstein
90
AllianceBernstein
Tennessee
$1.85M +$22.4K +415 +1%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$1.8M +$673K +12,497 +51%
ASRS
92
Arizona State Retirement System
Arizona
$1.78M -$205K -3,800 -9%
TPSF
93
Texas Permanent School Fund
Texas
$1.75M -$114K -2,118 -6%
CTC
94
Central Trust Company
Missouri
$1.72M -$47.2K -877 -2%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$1.71M +$1.49M +27,696 +378%
Federated Hermes
96
Federated Hermes
Pennsylvania
$1.67M +$315K +5,842 +21%
MIM
97
MetLife Investment Management
New Jersey
$1.65M -$94.1K -1,746 -5%
KWILP
98
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.58M +$385K +7,137 +28%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$1.46M +$6.73K +125 +0.4%
SEI Investments
100
SEI Investments
Pennsylvania
$1.45M +$80.3K +1,490 +5%

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.