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Edgewell Personal Care

314 hedge funds and large institutions have $3.8B invested in Edgewell Personal Care in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 93 increasing their positions, 111 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more call options, than puts

Call options by funds: $35.4M | Put options by funds: $7.34M

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

1.34% more ownership

Funds ownership: 90.32%91.65% (+1.3%)

1% more funds holding

Funds holding: 310314 (+4)

4% less capital invested

Capital invested by funds: $3.94B → $3.8B (-$143M)

16% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 111

Holders
314
Holders Change
+4
Holders Change %
+1.29%
% of All Funds
7.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
93
Reduced
111
Closed
36
Calls
$35.4M
Puts
$7.34M
Net Calls
+$28M
Net Calls Change
+$58.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SOMRS
126
State of Michigan Retirement System
Michigan
$1.56M -$162K -2,200 -9%
OPERF
127
Oregon Public Employees Retirement Fund
Oregon
$1.54M -$13.7K -186 -0.9%
Tudor Investment Corp
128
Tudor Investment Corp
Connecticut
$1.52M +$481K +6,521 +45%
CIM
129
CenturyLink Investment Management
Colorado
$1.51M +$81.8K +1,110 +6%
TD Asset Management
130
TD Asset Management
Ontario, Canada
$1.49M +$1.51M +20,500 New
SEI Investments
131
SEI Investments
Pennsylvania
$1.49M +$132K +1,785 +10%
SFM
132
Systematic Financial Management
New Jersey
$1.47M -$166K -2,255 -10%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$1.35M -$232K -3,142 -14%
AIM
134
Alambic Investment Management
California
$1.29M +$970K +13,160 +291%
MERSOM
135
Municipal Employees' Retirement System of Michigan
Michigan
$1.25M -$363K -4,930 -22%
BC
136
Brinker Capital
Pennsylvania
$1.25M +$15.8K +214 +1%
Nomura Holdings
137
Nomura Holdings
Japan
$1.24M +$1.25M +16,993 New
VOYA Investment Management
138
VOYA Investment Management
Georgia
$1.17M
Two Sigma Investments
139
Two Sigma Investments
New York
$1.15M +$1.16M +15,740 New
ARTA
140
A.R.T. Advisors
New York
$1.14M +$545K +7,400 +89%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$1.12M +$9.07K +123 +0.8%
AWA
142
Arete Wealth Advisors
Illinois
$1.11M -$474K -6,428 -30%
LSERS
143
Louisiana State Employees Retirement System
Louisiana
$1.11M +$14.7K +200 +1%
LMGAM
144
Liberty Mutual Group Asset Management
Massachusetts
$1.09M -$478K -6,485 -30%
AG
145
Aperio Group
California
$1.03M -$40.4K -548 -4%
CSIC
146
Clifford Swan Investment Counsel
California
$999K
PAMU
147
Pictet Asset Management (UK)
United Kingdom
$953K +$966K +13,100 New
Verition Fund Management
148
Verition Fund Management
Connecticut
$914K +$926K +12,557 New
FCH
149
Freestone Capital Holdings
Washington
$912K +$47.8K +649 +5%
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$888K -$585K -7,942 -39%

EPC Hedge Fund Activity: Q3 2017 in Review

314 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2017, worth a combined $3.8B — down 3.6% from $3.94B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EPC positions and 36 closed out — a net gain of 6 holders — while 93 added to existing stakes and 111 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $105M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $83.2M sold.

  • 314 institutional investors held Edgewell Personal Care (EPC) as of Q3 2017, up from 310 in Q2 2017.
  • Funds reported $3.8B of Edgewell Personal Care stock for Q3 2017, down 3.6% quarter-over-quarter.
  • 42 funds opened new Edgewell Personal Care positions in Q3 2017 and 36 closed out, a net change of +6 holders.
  • The largest Edgewell Personal Care buyer in Q3 2017 was T. Rowe Price Associates, an estimated $105M added.
  • The largest Edgewell Personal Care seller in Q3 2017 was Janus Henderson Group, an estimated $83.2M sold.

Based on aggregated 13F filings for Q3 2017.