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Edgewell Personal Care
EPC

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: 391 → 420 (+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

Top Buyers

1
SFM
Systematic Financial Management
New Jersey
+$122M
2
Principal Financial Group
Principal Financial Group
Iowa
+$68.6M
3
BIT
BlackRock Institutional Trust
California
+$33.2M
4
JP Morgan Chase
JP Morgan Chase
New York
+$27M
5
APG Asset Management
APG Asset Management
Netherlands
+$25.4M

Top Sellers

1
TG
TCW Group
California
-$83.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$79.4M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$58.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$29.7M
5
Axa
Axa
France
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
151
Davidson Investment Advisors
Montana
$4.3M -$55.5K -730 -1%
RCAMU
152
Rothschild & Co Asset Management US
Connecticut
$4.17M +$3.95M +51,923 New
MOACM
153
Mutual of America Capital Management
New York
$4.16M +$68.9K +905 +2%
EVC
154
Eidelman Virant Capital
Missouri
$4.12M -$534K -7,015 -12%
Royal Bank of Canada
155
Royal Bank of Canada
Ontario, Canada
$4.12M -$3.61M -47,408 -48%
OCM
156
Olstein Capital Management
New York
$4.11M – – –
SAM
157
Sentinel Asset Management
Vermont
$4.05M +$483K +6,354 +14%
CFB
158
Cullen/Frost Bankers
Texas
$3.75M – – –
ARC
159
Absolute Return Capital
Massachusetts
$3.64M +$3.09M +40,658 +865%
DADC
160
D.A. Davidson & Co
Montana
$3.21M +$429K +5,638 +16%
GC
161
Guggenheim Capital
Illinois
$3.21M -$1.92M -25,174 -39%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$3.19M -$164K -2,158 -5%
SOMRS
163
State of Michigan Retirement System
Michigan
$3.15M +$10.3K +135 +0.3%
ARTA
164
A.R.T. Advisors
New York
$3.15M +$960K +12,614 +47%
BCM
165
Breithorn Capital Management
New York
$3.01M +$2.86M +37,570 New
GT
166
Glenmede Trust
Pennsylvania
$3.01M -$53.5K -703 -2%
Credit Agricole
167
Credit Agricole
France
$2.98M -$11.9M -156,867 -81%
HI
168
HBK Investments
Texas
$2.93M +$6.47K +85 +0.2%
BGIM
169
Brandywine Global Investment Management
Pennsylvania
$2.89M -$38.4K -504 -1%
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$2.88M – – –
BAM
171
Boyar Asset Management
New York
$2.84M – – –
PAMU
172
Pictet Asset Management (UK)
United Kingdom
$2.84M +$154K +2,024 +6%
SCM
173
Stevens Capital Management
Pennsylvania
$2.82M -$3.57M -46,881 -57%
Korea Investment Corp
174
Korea Investment Corp
South Korea
$2.79M -$513K -6,745 -16%
IRF
175
IBM Retirement Fund
New York
$2.7M -$108K -1,420 -4%
5 6
7
8 9

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.