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Edgewell Personal Care

233 hedge funds and large institutions have $1.75B invested in Edgewell Personal Care in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 76 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

553% more call options, than puts

Call options by funds: $68.3M | Put options by funds: $10.5M

26% more capital invested

Capital invested by funds: $1.39B → $1.75B (+$359M)

4.04% more ownership

Funds ownership: 95.54%99.58% (+4%)

1% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 76

7% less funds holding

Funds holding: 250233 (-17)

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
233
Holders Change
-17
Holders Change %
-6.8%
% of All Funds
5.11%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
75
Reduced
76
Closed
48
Calls
$68.3M
Puts
$10.5M
Net Calls
+$57.8M
Net Calls Change
+$58.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$28K
WT
202
Whittier Trust
California
$26K
WTC
203
WhitTier Trust Company
Nevada
$26K
HR
204
Howe & Rusling
New York
$19K
RWA
205
Ropes Wealth Advisors
Massachusetts
$19K
PMFA
206
Plante Moran Financial Advisors
Michigan
$18K
ClearBridge Investments
207
ClearBridge Investments
New York
$17K -$149 -5 -0.9%
IRC
208
Investors Research Corp
Georgia
$16K
SIC
209
Salem Investment Counselors
North Carolina
$16K
TCM
210
Tradewinds Capital Management
Washington
$13K
ASN
211
Advisory Services Network
Georgia
$10K
HPC
212
HM Payson & Co
Maine
$10K
SCA
213
Stonebridge Capital Advisors
Minnesota
$10K
NSIM
214
North Star Investment Management
Illinois
$10K +$8.96K +300 New
AG
215
Advisor Group
Arizona
$9K
ADL
216
Asset Dedication LLC
California
$8K
TF
217
TimeScale Financial
Massachusetts
$8K
S
218
SignatureFD
Georgia
$8K +$7.49K +251 New
SNT
219
Security National Trust
West Virginia
$7K
SFS
220
Sowell Financial Services
Arkansas
$7K +$6.06K +203 New
RE
221
RBC Europe
United Kingdom
$6.5K
BWM
222
BerganKDV Wealth Management
Minnesota
$6K
SJIM
223
St. Johns Investment Management
Florida
$6K
GAM
224
Gemmer Asset Management
California
$4K -$1.49K -50 -35%
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$3K -$4.48K -150 -60%

EPC Hedge Fund Activity: Q3 2019 in Review

233 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2019, worth a combined $1.75B — up 26% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of EPC and 32 opened new positions — a net loss of 16 holders — while 76 trimmed existing stakes and 75 added.

The largest buyer was Fidelity Investments, adding an estimated $140M. The largest seller was Armistice Capital, exiting entirely with an estimated $46M sold.

  • 233 institutional investors held Edgewell Personal Care (EPC) as of Q3 2019, down from 250 in Q2 2019.
  • Funds reported $1.75B of Edgewell Personal Care stock for Q3 2019, up 26% quarter-over-quarter.
  • 32 funds opened new Edgewell Personal Care positions in Q3 2019 and 48 closed out, a net change of -16 holders.
  • The largest Edgewell Personal Care buyer in Q3 2019 was Fidelity Investments, an estimated $140M added.
  • The largest Edgewell Personal Care seller in Q3 2019 was Armistice Capital, an estimated $46M sold.

Based on aggregated 13F filings for Q3 2019.