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Edgewell Personal Care

250 hedge funds and large institutions have $1.39B invested in Edgewell Personal Care in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 76

0.67% more ownership

Funds ownership: 94.87%95.54% (+0.67%)

4% less funds holding

Funds holding: 261250 (-11)

14% less call options, than puts

Call options by funds: $6.58M | Put options by funds: $7.63M

14% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 51

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

38% less capital invested

Capital invested by funds: $2.25B → $1.39B (-$859M)

Holders
250
Holders Change
-11
Holders Change %
-4.21%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
44
Increased
80
Reduced
76
Closed
51
Calls
$6.58M
Puts
$7.63M
Net Calls
-$1.04M
Net Calls Change
-$992K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
201
Atwood & Palmer
Missouri
$54K -$121K -3,400 -63%
CTB
202
Country Trust Bank
Illinois
$43K
KPCM
203
Kings Point Capital Management
New York
$40K
PFBT
204
Parkside Financial Bank & Trust
Missouri
$38K
MRCM
205
M&R Capital Management
New Jersey
$35K
ST
206
Smithfield Trust
Pennsylvania
$33K
CI
207
CX Institutional
Indiana
$30K
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$28K
TWA
209
TCI Wealth Advisors
Arizona
$27K -$570 -16 -2%
EFSCE
210
Enterprise Financial Services Corp (EFSC)
Missouri
$23K
TRCT
211
Tower Research Capital (TRC)
New York
$22K -$117K -3,295 -80%
QCG
212
Quadrant Capital Group
Ohio
$22K -$16.9K -475 -37%
WT
213
Whittier Trust
California
$22K
WTC
214
WhitTier Trust Company
Nevada
$22K
FL
215
Fort LP
Maryland
$18K +$2.35K +66 +11%
YWP
216
YorkBridge Wealth Partners
New York
$17K
HR
217
Howe & Rusling
New York
$16K
RWA
218
Ropes Wealth Advisors
Massachusetts
$16K +$7.13K +200 +50%
ClearBridge Investments
219
ClearBridge Investments
New York
$15K -$71 -2 -0.4%
PMFA
220
Plante Moran Financial Advisors
Michigan
$15K
CCM
221
Covington Capital Management
California
$13K
IRC
222
Investors Research Corp
Georgia
$13K +$17.8K +500 New
SIC
223
Salem Investment Counselors
North Carolina
$13K +$17.8K +500 New
LA
224
Legacy Advisors
Pennsylvania
$11K
OIA
225
OneDigital Investment Advisors
Kansas
$11K

EPC Hedge Fund Activity: Q2 2019 in Review

250 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q2 2019, worth a combined $1.39B — down 38% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of EPC and 44 opened new positions — a net loss of 7 holders — while 76 trimmed existing stakes and 80 added.

The largest buyer was Fidelity Investments, adding an estimated $62.4M. The largest seller was JP Morgan Chase, cutting an estimated $107M.

  • 250 institutional investors held Edgewell Personal Care (EPC) as of Q2 2019, down from 261 in Q1 2019.
  • Funds reported $1.39B of Edgewell Personal Care stock for Q2 2019, down 38% quarter-over-quarter.
  • 44 funds opened new Edgewell Personal Care positions in Q2 2019 and 51 closed out, a net change of -7 holders.
  • The largest Edgewell Personal Care buyer in Q2 2019 was Fidelity Investments, an estimated $62.4M added.
  • The largest Edgewell Personal Care seller in Q2 2019 was JP Morgan Chase, an estimated $107M sold.

Based on aggregated 13F filings for Q2 2019.