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Edgewell Personal Care

253 hedge funds and large institutions have $1.95B invested in Edgewell Personal Care in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 94 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,184% more call options, than puts

Call options by funds: $64.8M | Put options by funds: $5.05M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4.67% less ownership

Funds ownership: 101.75%97.08% (-4.7%)

9% less funds holding

Funds holding: 279253 (-26)

23% less capital invested

Capital invested by funds: $2.53B → $1.95B (-$581M)

28% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 94

42% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 57

Holders
253
Holders Change
-26
Holders Change %
-9.32%
% of All Funds
5.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
33
Increased
68
Reduced
94
Closed
57
Calls
$64.8M
Puts
$5.05M
Net Calls
+$59.8M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
201
BNP Paribas Financial Markets
France
$34.8K -$428K -9,805 -91%
RWA
202
River Wealth Advisors
Pennsylvania
$32K -$19.6K -450 -35%
EFSCE
203
Enterprise Financial Services Corp (EFSC)
Missouri
$32K
WTC
204
WhitTier Trust Company
Nevada
$30K
YWP
205
YorkBridge Wealth Partners
New York
$24K
AG
206
Advisor Group
Arizona
$22K -$106K -2,431 -81%
AAP
207
Arax Advisory Partners
Colorado
$22K
HR
208
Howe & Rusling
New York
$22K
PMFA
209
Plante Moran Financial Advisors
Michigan
$22K +$524 +12 +2%
TCM
210
Tributary Capital Management
Nebraska
$21K +$25.1K +575 New
ClearBridge Investments
211
ClearBridge Investments
New York
$20K +$262 +6 +1%
CCM
212
Covington Capital Management
California
$19K
TRCT
213
Tower Research Capital (TRC)
New York
$16K -$262K -6,013 -93%
FANJ
214
Financial Architects (New Jersey)
New Jersey
$16K
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$16K +$18.5K +424 New
OIA
216
OneDigital Investment Advisors
Kansas
$15K
RWA
217
Ropes Wealth Advisors
Massachusetts
$15K
TCM
218
Tradewinds Capital Management
Washington
$15K
ASN
219
Advisory Services Network
Georgia
$13K
GAM
220
Gemmer Asset Management
California
$11K -$2.31K -53 -16%
NSIM
221
North Star Investment Management
Illinois
$11K
ADL
222
Asset Dedication LLC
California
$9K
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$9K
PGWM
224
Parisi Gray Wealth Management
New Jersey
$8K
SNT
225
Security National Trust
West Virginia
$8K

EPC Hedge Fund Activity: Q4 2018 in Review

253 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2018, worth a combined $1.95B — down 23% from $2.53B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of EPC and 33 opened new positions — a net loss of 24 holders — while 94 trimmed existing stakes and 68 added.

The largest buyer was DZ Bank, adding an estimated $24.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $42.9M.

  • 253 institutional investors held Edgewell Personal Care (EPC) as of Q4 2018, down from 279 in Q3 2018.
  • Funds reported $1.95B of Edgewell Personal Care stock for Q4 2018, down 23% quarter-over-quarter.
  • 33 funds opened new Edgewell Personal Care positions in Q4 2018 and 57 closed out, a net change of -24 holders.
  • The largest Edgewell Personal Care buyer in Q4 2018 was DZ Bank, an estimated $24.9M added.
  • The largest Edgewell Personal Care seller in Q4 2018 was T. Rowe Price Associates, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2018.