We are live on ! Find out more
EPC icon

Edgewell Personal Care
EPC

420 hedge funds and large institutions have $5.8B invested in Edgewell Personal Care in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 126 increasing their positions, 168 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $27M | Put options by funds: $7.39M

110% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 29

18% more capital invested

Capital invested by funds: $4.91B → $5.8B (+$897M)

7% more funds holding

Funds holding: 391 → 420 (+29)

25% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 168

Holders
420
Holders Change
+29
Holders Change %
+7.42%
% of All Funds
12.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
61
Increased
126
Reduced
168
Closed
29
Calls
$27M
Puts
$7.39M
Net Calls
+$19.6M
Net Calls Change
+$248K

Top Buyers

1
SFM
Systematic Financial Management
New Jersey
+$122M
2
Principal Financial Group
Principal Financial Group
Iowa
+$68.6M
3
BIT
BlackRock Institutional Trust
California
+$33.2M
4
JP Morgan Chase
JP Morgan Chase
New York
+$27M
5
APG Asset Management
APG Asset Management
Netherlands
+$25.4M

Top Sellers

1
TG
TCW Group
California
-$83.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$79.4M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$58.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$29.7M
5
Axa
Axa
France
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$386M +$15.1M +198,249 +4%
JP Morgan Chase
2
JP Morgan Chase
New York
$270M +$27M +355,185 +12%
LSV Asset Management
3
LSV Asset Management
Illinois
$256M -$2.9M -38,145 -1%
BIT
4
BlackRock Institutional Trust
California
$233M +$33.2M +435,928 +18%
State Street
5
State Street
Massachusetts
$232M -$1.96M -25,790 -0.9%
BFA
6
BlackRock Fund Advisors
California
$189M +$18.2M +239,630 +11%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$155M -$13.3M -175,370 -8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$154M +$7.79M +102,423 +6%
Adage Capital Partners
9
Adage Capital Partners
Massachusetts
$137M +$1.65M +21,709 +1%
SFM
10
Systematic Financial Management
New Jersey
$129M +$122M +1,603,059 New
Fidelity Investments
11
Fidelity Investments
Massachusetts
$128M -$79.4M -1,043,212 -39%
BA
12
BlackRock Advisors
Delaware
$123M +$22.1M +290,705 +23%
GI
13
GAMCO Investors
Connecticut
$122M -$4.52M -59,422 -4%
LCOV
14
London Company of Virginia
Virginia
$113M -$26.8M -351,762 -20%
Bessemer Group
15
Bessemer Group
New Jersey
$111M +$218K +2,868 +0.2%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$99.1M -$22M -288,686 -19%
Principal Financial Group
17
Principal Financial Group
Iowa
$88.8M +$68.6M +901,399 +439%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$79M +$6.47M +85,085 +9%
Northern Trust
19
Northern Trust
Illinois
$68.8M +$1.79M +23,498 +3%
BIM
20
BlackRock Investment Management
Delaware
$67.4M +$1.6M +21,093 +3%
BG
21
BlackRock Group
United Kingdom
$62.4M -$60K -789 -0.1%
Norges Bank
22
Norges Bank
Norway
$58.8M – – –
Bank of America
23
Bank of America
North Carolina
$58M +$922K +12,117 +2%
SONJCPFA
24
State of New Jersey Common Pension Fund A
New Jersey
$57.3M – – –
APG Asset Management
25
APG Asset Management
Netherlands
$56.5M +$25.4M +334,010 +90%
1
2 3 4 5

EPC Hedge Fund Activity: Q4 2013 in Review

420 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2013, worth a combined $5.8B — up 18% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EPC positions and 29 closed out — a net gain of 32 holders — while 126 added to existing stakes and 168 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $122M. The largest seller was TCW Group, cutting an estimated $83.1M.

  • 420 institutional investors held Edgewell Personal Care (EPC) as of Q4 2013, up from 391 in Q3 2013.
  • Funds reported $5.8B of Edgewell Personal Care stock for Q4 2013, up 18% quarter-over-quarter.
  • 61 funds opened new Edgewell Personal Care positions in Q4 2013 and 29 closed out, a net change of +32 holders.
  • The largest Edgewell Personal Care buyer in Q4 2013 was Systematic Financial Management, an estimated $122M added.
  • The largest Edgewell Personal Care seller in Q4 2013 was TCW Group, an estimated $83.1M sold.

Based on aggregated 13F filings for Q4 2013.