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Edgewell Personal Care

346 hedge funds and large institutions have $6.5B invested in Edgewell Personal Care in 2015 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 40 increasing their positions, 258 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $440M | Put options by funds: $160M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

14% less capital invested

Capital invested by funds: $7.52B → $6.5B (-$1.02B)

16% less funds holding

Funds holding: 410346 (-64)

56% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 109

84% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 258

Holders
346
Holders Change
-64
Holders Change %
-15.61%
% of All Funds
9.32%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
48
Increased
40
Reduced
258
Closed
109
Calls
$440M
Puts
$160M
Net Calls
+$281M
Net Calls Change
+$141M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$546M -$132M -1,274,780 -24%
MCM
2
Mason Capital Management
New York
$406M -$29.6M -286,885 -9%
JP Morgan Chase
3
JP Morgan Chase
New York
$380M -$93.8M -909,108 -24%
Goldman Sachs
4
Goldman Sachs
New York
$294M -$42.7M -413,839 -16%
State Street
5
State Street
Massachusetts
$266M -$85.8M -831,111 -29%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$261M -$83.6M -809,813 -29%
BFA
7
BlackRock Fund Advisors
California
$258M -$59.5M -576,859 -23%
Bank of America
8
Bank of America
North Carolina
$243M +$91.9M +890,714 +93%
BIT
9
BlackRock Institutional Trust
California
$240M -$66.2M -641,790 -26%
LCOV
10
London Company of Virginia
Virginia
$198M -$25.4M -246,176 -14%
TCP
11
Tourbillon Capital Partners
New York
$184M -$15.6M -151,350 -10%
APG Asset Management
12
APG Asset Management
Netherlands
$167M -$55.5M -538,265 -30%
GI
13
GAMCO Investors
Connecticut
$162M -$45.5M -441,374 -26%
WBC
14
Westpac Banking Corp
Australia
$153M -$26.2M -254,054 -18%
Franklin Resources
15
Franklin Resources
California
$141M -$38M -367,889 -26%
GF
16
Gabelli Funds
New York
$109M -$23.4M -227,058 -22%
PI
17
Putnam Investments
Massachusetts
$106M -$12.3M -119,230 -12%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$97.8M -$50.8M -492,576 -40%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$89M -$25.5M -246,668 -27%
SC
20
Samlyn Capital
New York
$81.8M +$64.1M +621,473 New
Northern Trust
21
Northern Trust
Illinois
$72.1M -$37M -358,692 -38%
Federated Hermes
22
Federated Hermes
Pennsylvania
$68.3M -$24.7M -239,384 -32%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$66M -$16M -154,979 -24%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$64.3M -$17.7M -171,056 -26%
WHG
25
Westwood Holdings Group
Texas
$59.3M -$33.9M -328,759 -42%

EPC Hedge Fund Activity: Q2 2015 in Review

346 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q2 2015, worth a combined $6.5B — down 14% from $7.52B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of EPC and 48 opened new positions — a net loss of 61 holders — while 258 trimmed existing stakes and 40 added.

The largest buyer was Bank of America, adding an estimated $91.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $183M.

  • 346 institutional investors held Edgewell Personal Care (EPC) as of Q2 2015, down from 410 in Q1 2015.
  • Funds reported $6.5B of Edgewell Personal Care stock for Q2 2015, down 14% quarter-over-quarter.
  • 48 funds opened new Edgewell Personal Care positions in Q2 2015 and 109 closed out, a net change of -61 holders.
  • The largest Edgewell Personal Care buyer in Q2 2015 was Bank of America, an estimated $91.9M added.
  • The largest Edgewell Personal Care seller in Q2 2015 was T. Rowe Price Associates, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2015.