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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
PI
126
Putnam Investments
Massachusetts
$5.6M -$67K -907 -1%
PFM
127
Parsec Financial Management
North Carolina
$5.58M +$611K +8,272 +11%
SCM
128
Stevens Capital Management
Pennsylvania
$5.54M +$4.47M +60,494 +282%
HSBC Holdings
129
HSBC Holdings
United Kingdom
$5.45M -$1.67M -22,578 -22%
WI
130
WBI Investments
New Jersey
$5.44M +$5.95M +80,558 New
MAM
131
Meeder Asset Management
Ohio
$5.23M
VOYA Investment Management
132
VOYA Investment Management
Georgia
$5.01M +$271K +3,663 +5%
Comerica Bank
133
Comerica Bank
Texas
$4.93M +$46.6K +631 +0.9%
MCM
134
Munder Capital Management
Michigan
$4.91M -$374K -5,059 -7%
GCG
135
Giovine Capital Group
California
$4.83M +$498K +6,745 +10%
MLICM
136
Metropolitan Life Insurance Company (MetLife)
New York
$4.63M +$70.9K +960 +1%
US Bancorp
137
US Bancorp
Minnesota
$4.43M -$283K -3,833 -6%
ASRS
138
Arizona State Retirement System
Arizona
$4.41M +$20K +270 +0.4%
GC
139
Guggenheim Capital
Illinois
$4.41M +$1.56M +21,078 +48%
BC
140
Burney Company
Virginia
$4.3M +$116K +1,574 +3%
CTC
141
Central Trust Company
Missouri
$4.2M
ERSOT
142
Employees Retirement System of Texas
Texas
$4.19M -$1.5M -20,235 -25%
PI
143
PineBridge Investments
New York
$4.08M -$57.1K -773 -1%
FAM
144
Fiduciary Asset Management
Missouri
$4.07M
TCM
145
Tran Capital Management
California
$4.05M +$206K +2,790 +5%
EVC
146
Eidelman Virant Capital
Missouri
$3.94M +$346K +4,681 +9%
Asset Management One
147
Asset Management One
Japan
$3.75M +$3.1M +41,925 +312%
Barclays
148
Barclays
United Kingdom
$3.71M +$1.1M +14,919 +37%
DIA
149
Davidson Investment Advisors
Montana
$3.67M +$53.5K +724 +1%
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
$3.61M -$4.89M -66,194 -55%

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.