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Edgewell Personal Care

303 hedge funds and large institutions have $2.55B invested in Edgewell Personal Care in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 117 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.6% more ownership

Funds ownership: 94.93%97.53% (+2.6%)

5% less funds holding

Funds holding: 319303 (-16)

17% less capital invested

Capital invested by funds: $3.09B → $2.55B (-$535M)

27% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 45

29% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 117

44% less call options, than puts

Call options by funds: $7.11M | Put options by funds: $12.7M

Holders
303
Holders Change
-16
Holders Change %
-5.02%
% of All Funds
6.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
83
Reduced
117
Closed
45
Calls
$7.11M
Puts
$12.7M
Net Calls
-$5.56M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
201
Arete Wealth Advisors
Illinois
$228K
SGA
202
Strategic Global Advisors
California
$224K +$248K +4,598 New
MFW
203
Mosaic Family Wealth
Missouri
$223K
DSC
204
Duncker Streett & Co
Missouri
$220K
SOADOR
205
State of Alaska Department of Revenue
Alaska
$219K +$59.3K +1,100 +32%
MIA
206
MainStreet Investment Advisors
Illinois
$218K -$19.9K -369 -8%
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$218K -$19.9K -369 -8%
RPGK
208
Retirement Planning Group (Kansas)
Kansas
$215K -$237K -4,395 -50%
EDRIA
209
Edmonds Duncan Registered Investment Advisors
Kansas
$201K
CPH
210
C Partners Holding
Switzerland
$193K -$5.23K -97 -2%
QI
211
QS Investors
New York
$182K -$6.03K -112 -3%
MCIM
212
Meadow Creek Investment Management
Georgia
$182K
RQS
213
Ramsey Quantitative Systems
Kentucky
$182K
LIA
214
LS Investment Advisors
Michigan
$154K -$28.9K -537 -15%
AG
215
Advisor Group
Arizona
$144K -$4.2K -78 -3%
NIT
216
NumerixS Investment Technologies
British Columbia, Canada
$135K -$210K -3,900 -58%
EVC
217
Eidelman Virant Capital
Missouri
$122K -$781K -14,500 -85%
KBC Group
218
KBC Group
Belgium
$101K
AAMU
219
Amundi Asset Management US
Massachusetts
$99K
PHK
220
Point72 Hong Kong
Hong Kong
$90K +$99K +1,837 New
Fuller & Thaler Asset Management
221
Fuller & Thaler Asset Management
California
$83K +$91.6K +1,700 New
First Manhattan
222
First Manhattan
New York
$80K
Envestnet Asset Management
223
Envestnet Asset Management
Illinois
$80K +$12.1K +225 +14%
CTB
224
Country Trust Bank
Illinois
$78K
CFG
225
Citizens Financial Group
Rhode Island
$77K -$5.39K -100 -6%

EPC Hedge Fund Activity: Q1 2018 in Review

303 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q1 2018, worth a combined $2.55B — down 17% from $3.09B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of EPC and 33 opened new positions — a net loss of 12 holders — while 117 trimmed existing stakes and 83 added.

The largest buyer was Legion Partners Asset Management, opening a new position worth an estimated $41M. The largest seller was Schroder Investment Management Group, cutting an estimated $32M.

  • 303 institutional investors held Edgewell Personal Care (EPC) as of Q1 2018, down from 319 in Q4 2017.
  • Funds reported $2.55B of Edgewell Personal Care stock for Q1 2018, down 17% quarter-over-quarter.
  • 33 funds opened new Edgewell Personal Care positions in Q1 2018 and 45 closed out, a net change of -12 holders.
  • The largest Edgewell Personal Care buyer in Q1 2018 was Legion Partners Asset Management, an estimated $41M added.
  • The largest Edgewell Personal Care seller in Q1 2018 was Schroder Investment Management Group, an estimated $32M sold.

Based on aggregated 13F filings for Q1 2018.