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Edgewell Personal Care

319 hedge funds and large institutions have $3.09B invested in Edgewell Personal Care in 2017 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 110 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $23.3M | Put options by funds: $7.26M

17% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 42

3.28% more ownership

Funds ownership: 91.65%94.93% (+3.3%)

2% more funds holding

Funds holding: 314319 (+5)

16% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 110

19% less capital invested

Capital invested by funds: $3.8B → $3.09B (-$708M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
7.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
49
Increased
92
Reduced
110
Closed
42
Calls
$23.3M
Puts
$7.26M
Net Calls
+$16M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
101
Burney Company
Virginia
$1.84M -$392K -6,238 -17%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$1.77M -$110K -1,749 -6%
SCM
103
Stevens Capital Management
Pennsylvania
$1.75M -$1.45M -23,103 -44%
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$1.72M
Neuberger Berman Group
105
Neuberger Berman Group
New York
$1.69M +$1.27M +20,152 +241%
Federated Hermes
106
Federated Hermes
Pennsylvania
$1.68M +$67.4K +1,072 +4%
SEI Investments
107
SEI Investments
Pennsylvania
$1.68M +$493K +7,836 +38%
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$1.68M +$157K +2,500 +10%
MSA
109
Mason Street Advisors
Wisconsin
$1.64M -$42.7K -679 -2%
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.57M +$20.3K +323 +1%
SFM
111
Systematic Financial Management
New Jersey
$1.56M +$383K +6,090 +30%
Macquarie Group
112
Macquarie Group
Australia
$1.55M
KWILP
113
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.5M +$1.59M +25,250 New
Russell Investments Group
114
Russell Investments Group
United Kingdom
$1.46M -$362K -5,758 -19%
Balyasny Asset Management
115
Balyasny Asset Management
Illinois
$1.45M +$1.01M +15,995 +192%
EVM
116
Eaton Vance Management
Massachusetts
$1.42M
BAM
117
Boyar Asset Management
New York
$1.37M +$12K +190 +0.8%
AIM
118
Assured Investment Management
New York
$1.35M +$1.43M +22,699 +22,254%
Verition Fund Management
119
Verition Fund Management
Connecticut
$1.3M +$588K +9,341 +74%
TD Asset Management
120
TD Asset Management
Ontario, Canada
$1.28M +$69.2K +1,100 +5%
OPERF
121
Oregon Public Employees Retirement Fund
Oregon
$1.27M +$14.5K +231 +1%
SOMRS
122
State of Michigan Retirement System
Michigan
$1.2M -$81.8K -1,300 -6%
TCM
123
Twin Capital Management
Pennsylvania
$1.19M +$1.26M +19,958 New
AQR Capital Management
124
AQR Capital Management
Connecticut
$1.16M +$920K +14,622 +296%
CIM
125
CenturyLink Investment Management
Colorado
$1.16M -$79.8K -1,268 -6%

EPC Hedge Fund Activity: Q4 2017 in Review

319 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2017, worth a combined $3.09B — down 19% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new EPC positions and 42 closed out — a net gain of 7 holders — while 92 added to existing stakes and 110 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $61.8M. The largest seller was Putnam Investments, cutting an estimated $109M.

  • 319 institutional investors held Edgewell Personal Care (EPC) as of Q4 2017, up from 314 in Q3 2017.
  • Funds reported $3.09B of Edgewell Personal Care stock for Q4 2017, down 19% quarter-over-quarter.
  • 49 funds opened new Edgewell Personal Care positions in Q4 2017 and 42 closed out, a net change of +7 holders.
  • The largest Edgewell Personal Care buyer in Q4 2017 was T. Rowe Price Associates, an estimated $61.8M added.
  • The largest Edgewell Personal Care seller in Q4 2017 was Putnam Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2017.