We are live on ! Find out more
EPC icon

Edgewell Personal Care

354 hedge funds and large institutions have $4.39B invested in Edgewell Personal Care in 2015 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 96 increasing their positions, 110 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

86.75% more ownership

Funds ownership: 0%86.75% (+87%)

61% more call options, than puts

Call options by funds: $68.5M | Put options by funds: $42.7M

15% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 67

2% more funds holding

Funds holding: 346354 (+8)

13% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 110

32% less capital invested

Capital invested by funds: $6.5B → $4.39B (-$2.11B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
354
Holders Change
+8
Holders Change %
+2.31%
% of All Funds
9.88%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
77
Increased
96
Reduced
110
Closed
67
Calls
$68.5M
Puts
$42.7M
Net Calls
+$25.8M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$343M +$4.56M +50,390 +1%
MCM
2
Mason Capital Management
New York
$198M -$59.9M -662,396 -21%
JP Morgan Chase
3
JP Morgan Chase
New York
$193M -$48.1M -531,976 -18%
PI
4
Putnam Investments
Massachusetts
$191M +$135M +1,492,332 +175%
State Street
5
State Street
Massachusetts
$178M +$14.2M +156,856 +8%
BFA
6
BlackRock Fund Advisors
California
$163M +$3.72M +41,080 +2%
BIT
7
BlackRock Institutional Trust
California
$151M +$1.8M +19,903 +1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$142M -$22.1M -244,442 -12%
Goldman Sachs
9
Goldman Sachs
New York
$137M -$50.4M -557,290 -25%
WBC
10
Westpac Banking Corp
Australia
$133M +$42.8M +472,896 +41%
LCOV
11
London Company of Virginia
Virginia
$128M +$5.78M +63,815 +4%
APG Asset Management
12
APG Asset Management
Netherlands
$112M +$9.53M +105,300 +8%
First Trust Advisors
13
First Trust Advisors
Illinois
$107M +$104M +1,148,465 +688%
GI
14
GAMCO Investors
Connecticut
$107M +$6.73M +74,415 +6%
YCMGA
15
York Capital Management Global Advisors
New York
$100M +$111M +1,227,600 New
GF
16
Gabelli Funds
New York
$85M +$19.3M +213,500 +26%
Franklin Resources
17
Franklin Resources
California
$84.7M -$3.17M -35,055 -3%
Bank of America
18
Bank of America
North Carolina
$61.5M -$99.3M -1,097,144 -59%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$60M -$758K -8,376 -1%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$55.4M +$207K +2,285 +0.3%
BA
21
BlackRock Advisors
Delaware
$54.4M +$55.5M +612,855 +1,142%
BG
22
BlackRock Group
United Kingdom
$54.3M +$19.5M +215,941 +48%
Renaissance Technologies
23
Renaissance Technologies
New York
$46.4M +$51.4M +568,265 New
GAM
24
Gotham Asset Management
New York
$45.8M +$50.8M +561,866 New
Neuberger Berman Group
25
Neuberger Berman Group
New York
$44.8M +$4.32M +47,776 +10%

EPC Hedge Fund Activity: Q3 2015 in Review

354 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2015, worth a combined $4.39B — down 32% from $6.5B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new EPC positions and 67 closed out — a net gain of 10 holders — while 96 added to existing stakes and 110 trimmed.

The largest buyer was Putnam Investments, adding an estimated $135M. The largest seller was Tourbillon Capital Partners, exiting entirely with an estimated $184M sold.

  • 354 institutional investors held Edgewell Personal Care (EPC) as of Q3 2015, up from 346 in Q2 2015.
  • Funds reported $4.39B of Edgewell Personal Care stock for Q3 2015, down 32% quarter-over-quarter.
  • 77 funds opened new Edgewell Personal Care positions in Q3 2015 and 67 closed out, a net change of +10 holders.
  • The largest Edgewell Personal Care buyer in Q3 2015 was Putnam Investments, an estimated $135M added.
  • The largest Edgewell Personal Care seller in Q3 2015 was Tourbillon Capital Partners, an estimated $184M sold.

Based on aggregated 13F filings for Q3 2015.