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Edgewell Personal Care

419 hedge funds and large institutions have $6.69B invested in Edgewell Personal Care in 2014 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 125 increasing their positions, 158 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $17.9M | Put options by funds: $6.73M

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

1% more capital invested

Capital invested by funds: $6.61B → $6.69B (+$74.1M)

1% more funds holding

Funds holding: 415419 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

21% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 158

Holders
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
12.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
34
Increased
125
Reduced
158
Closed
27
Calls
$17.9M
Puts
$6.73M
Net Calls
+$11.1M
Net Calls Change
+$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$456M +$11.3M +126,081 +3%
JP Morgan Chase
2
JP Morgan Chase
New York
$346M -$15.5M -173,467 -4%
MCM
3
Mason Capital Management
New York
$290M +$246M +2,744,405 +636%
State Street
4
State Street
Massachusetts
$263M -$4.25M -47,538 -2%
LSV Asset Management
5
LSV Asset Management
Illinois
$243M -$44.8M -500,956 -16%
BFA
6
BlackRock Fund Advisors
California
$222M +$5.85M +65,325 +3%
MNA
7
Manning & Napier Advisors
New York
$221M -$30.8M -344,170 -12%
BIT
8
BlackRock Institutional Trust
California
$217M -$4.18M -46,700 -2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$165M -$6.26M -69,912 -4%
GI
10
GAMCO Investors
Connecticut
$148M +$10.5M +117,294 +8%
Goldman Sachs
11
Goldman Sachs
New York
$146M -$94.4M -1,054,671 -40%
LCOV
12
London Company of Virginia
Virginia
$134M +$409K +4,573 +0.3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$126M -$44.7M -499,588 -27%
TP
14
Third Point
New York
$123M +$121M +1,349,000 New
BA
15
BlackRock Advisors
Delaware
$110M -$33.5M -374,584 -24%
Citadel Advisors
16
Citadel Advisors
Florida
$95.5M -$20.4M -227,552 -18%
Adage Capital Partners
17
Adage Capital Partners
Massachusetts
$94.5M +$11.6M +129,353 +14%
RRAM
18
River Road Asset Management
Kentucky
$87.5M -$1.25M -13,970 -1%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$87.2M +$321K +3,583 +0.4%
WHG
20
Westwood Holdings Group
Texas
$85.7M -$1.52M -17,024 -2%
GF
21
Gabelli Funds
New York
$81.4M +$14.3M +160,127 +22%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$81.4M -$10.7M -119,251 -12%
Bessemer Group
23
Bessemer Group
New Jersey
$79.6M -$16M -178,466 -17%
APG Asset Management
24
APG Asset Management
Netherlands
$78.4M +$4.86M +54,269 +7%
Federated Hermes
25
Federated Hermes
Pennsylvania
$75.1M +$59.1M +659,866 +407%

EPC Hedge Fund Activity: Q3 2014 in Review

419 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2014, worth a combined $6.69B — up 1.1% from $6.61B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EPC positions and 27 closed out — a net gain of 7 holders — while 125 added to existing stakes and 158 trimmed.

The largest buyer was Mason Capital Management, adding an estimated $246M. The largest seller was Goldman Sachs, cutting an estimated $94.4M.

  • 419 institutional investors held Edgewell Personal Care (EPC) as of Q3 2014, up from 415 in Q2 2014.
  • Funds reported $6.69B of Edgewell Personal Care stock for Q3 2014, up 1.1% quarter-over-quarter.
  • 34 funds opened new Edgewell Personal Care positions in Q3 2014 and 27 closed out, a net change of +7 holders.
  • The largest Edgewell Personal Care buyer in Q3 2014 was Mason Capital Management, an estimated $246M added.
  • The largest Edgewell Personal Care seller in Q3 2014 was Goldman Sachs, an estimated $94.4M sold.

Based on aggregated 13F filings for Q3 2014.