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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
Credit Agricole
201
Credit Agricole
France
$411K +$35.9K +487 +9%
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$409K +$12.4K +168 +3%
AP
203
Atwood & Palmer
Missouri
$408K -$11.1K -150 -3%
RFC
204
Regions Financial Corp
Alabama
$401K -$29.5K -400 -7%
JMPWA
205
JP Morgan Private Wealth Advisors
California
$400K +$5.46K +74 +1%
BCM
206
BlueCrest Capital Management
Jersey
$399K -$1.88M -25,460 -82%
OC
207
Oppenheimer & Co
New York
$389K -$7.74K -105 -2%
TAM
208
Tyers Asset Management
Texas
$389K +$55.7K +756 +16%
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$385K +$6.41K +87 +2%
AQR Capital Management
210
AQR Capital Management
Connecticut
$359K -$3.22M -43,710 -90%
FT
211
Fiduciary Trust
Massachusetts
$358K
VF
212
Virtu Financial
New York
$337K +$342K +4,634 New
OAM
213
Oppenheimer Asset Management
New York
$334K +$60.7K +824 +22%
MFW
214
Mosaic Family Wealth
Missouri
$333K
UCFA
215
United Capital Financial Advisors
Texas
$328K -$5.16K -70 -2%
Teacher Retirement System of Texas
216
Teacher Retirement System of Texas
Texas
$328K +$10.2K +139 +3%
DSC
217
Duncker Streett & Co
Missouri
$327K
RQS
218
Ramsey Quantitative Systems
Kentucky
$326K +$9.51K +129 +3%
Sumitomo Mitsui Trust Group
219
Sumitomo Mitsui Trust Group
Japan
$323K
LIA
220
LS Investment Advisors
Michigan
$322K -$9.73K -132 -3%
SCM
221
Shelton Capital Management
Colorado
$322K
NA
222
Neuburgh Advisers
California
$306K +$43.8K +594 +16%
M&T Bank
223
M&T Bank
New York
$300K -$403K -5,461 -57%
SM
224
Sciencast Management
New Jersey
$296K +$358K +4,859 New
NIT
225
NumerixS Investment Technologies
British Columbia, Canada
$291K -$51.6K -700 -15%

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.