We are live on ! Find out more
EPC icon

Edgewell Personal Care

391 hedge funds and large institutions have $4.91B invested in Edgewell Personal Care in 2013 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 163 increasing their positions, 118 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $10.9M

104% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 25

38% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 118

6% more funds holding

Funds holding: 370391 (+21)

8% less capital invested

Capital invested by funds: $5.34B → $4.91B (-$432M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
391
Holders Change
+21
Holders Change %
+5.68%
% of All Funds
12.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
51
Increased
163
Reduced
118
Closed
25
Calls
$30.2M
Puts
$10.9M
Net Calls
+$19.3M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$312M +$6.97M +94,367 +2%
LSV Asset Management
2
LSV Asset Management
Illinois
$218M -$4.03M -54,499 -2%
JP Morgan Chase
3
JP Morgan Chase
New York
$203M -$43M -582,315 -16%
State Street
4
State Street
Massachusetts
$197M +$993K +13,437 +0.5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$178M -$90M -1,217,906 -32%
BIT
6
BlackRock Institutional Trust
California
$167M -$23.3M -315,542 -11%
BFA
7
BlackRock Fund Advisors
California
$143M +$2.55M +34,546 +2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$142M -$4.01M -54,298 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$123M +$7.62M +103,178 +6%
LCOV
10
London Company of Virginia
Virginia
$119M -$25.3M -342,029 -16%
Adage Capital Partners
11
Adage Capital Partners
Massachusetts
$114M +$41.3M +558,469 +50%
GI
12
GAMCO Investors
Connecticut
$106M -$6.31M -85,387 -5%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$103M +$108M +1,457,635 +2,201%
Bessemer Group
14
Bessemer Group
New Jersey
$93.6M +$35.8K +485 +0%
BA
15
BlackRock Advisors
Delaware
$83.7M +$1.13M +15,288 +1%
TG
16
TCW Group
California
$74M -$7.96M -107,735 -9%
Charles Schwab
17
Charles Schwab
California
$62.6M +$18.1M +244,841 +37%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$60.8M -$8.89M -120,355 -12%
Ninety One (UK)
19
Ninety One (UK)
United Kingdom
$58.5M +$136K +1,843 +0.2%
Northern Trust
20
Northern Trust
Illinois
$56.4M -$1.52M -20,534 -2%
BIM
21
BlackRock Investment Management
Delaware
$55.4M -$2.92M -39,503 -5%
BG
22
BlackRock Group
United Kingdom
$52.6M +$1.13M +15,314 +2%
Norges Bank
23
Norges Bank
Norway
$49.5M +$988K +13,365 +2%
SONJCPFA
24
State of New Jersey Common Pension Fund A
New Jersey
$48.2M +$997K +13,490 +2%
Bank of America
25
Bank of America
North Carolina
$48M +$114K +1,541 +0.2%

EPC Hedge Fund Activity: Q3 2013 in Review

391 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2013, worth a combined $4.91B — down 8.1% from $5.34B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EPC positions and 25 closed out — a net gain of 26 holders — while 163 added to existing stakes and 118 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $108M. The largest seller was Fidelity Investments, cutting an estimated $90M.

  • 391 institutional investors held Edgewell Personal Care (EPC) as of Q3 2013, up from 370 in Q2 2013.
  • Funds reported $4.91B of Edgewell Personal Care stock for Q3 2013, down 8.1% quarter-over-quarter.
  • 51 funds opened new Edgewell Personal Care positions in Q3 2013 and 25 closed out, a net change of +26 holders.
  • The largest Edgewell Personal Care buyer in Q3 2013 was Schroder Investment Management Group, an estimated $108M added.
  • The largest Edgewell Personal Care seller in Q3 2013 was Fidelity Investments, an estimated $90M sold.

Based on aggregated 13F filings for Q3 2013.