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Edgewell Personal Care

369 hedge funds and large institutions have $4.02B invested in Edgewell Personal Care in 2015 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 120 increasing their positions, 118 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

4% more funds holding

Funds holding: 354369 (+15)

10% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $9.93M

2% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 118

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.52% less ownership

Funds ownership: 86.75%86.23% (-0.52%)

9% less capital invested

Capital invested by funds: $4.39B → $4.02B (-$374M)

Holders
369
Holders Change
+15
Holders Change %
+4.24%
% of All Funds
9.68%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
60
Increased
120
Reduced
118
Closed
44
Calls
$10.9M
Puts
$9.93M
Net Calls
+$952K
Net Calls Change
-$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$337M +$7.82M +96,448 +2%
Goldman Sachs
2
Goldman Sachs
New York
$184M +$54.5M +672,016 +40%
JP Morgan Chase
3
JP Morgan Chase
New York
$182M -$2.72M -33,576 -1%
State Street
4
State Street
Massachusetts
$168M -$3.01M -37,115 -2%
BFA
5
BlackRock Fund Advisors
California
$157M +$753K +9,294 +0.5%
PI
6
Putnam Investments
Massachusetts
$156M -$28.4M -350,148 -15%
BIT
7
BlackRock Institutional Trust
California
$146M +$1.61M +19,802 +1%
LCOV
8
London Company of Virginia
Virginia
$133M +$9.89M +121,986 +8%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$122M -$14.5M -179,132 -10%
APG Asset Management
10
APG Asset Management
Netherlands
$119M +$12M +148,131 +11%
GI
11
GAMCO Investors
Connecticut
$117M +$15.2M +187,520 +14%
GF
12
Gabelli Funds
New York
$99.5M +$18.5M +228,000 +22%
Franklin Resources
13
Franklin Resources
California
$76.3M -$5.19M -64,004 -6%
CC
14
Carlson Capital
Texas
$69.9M +$63.5M +782,937 +718%
Millennium Management
15
Millennium Management
New York
$67.2M +$45.7M +564,249 +192%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$66.2M +$23.9M +295,253 +54%
MCM
17
Mason Capital Management
New York
$64.6M -$130M -1,598,104 -66%
BA
18
BlackRock Advisors
Delaware
$57.4M +$5.39M +66,448 +10%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$56.8M -$878K -10,837 -1%
BG
20
BlackRock Group
United Kingdom
$55.8M +$3.81M +47,053 +7%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$52.1M -$1.11M -13,736 -2%
Morgan Stanley
22
Morgan Stanley
New York
$50.5M +$44.2M +545,368 +550%
Renaissance Technologies
23
Renaissance Technologies
New York
$50.3M +$5.97M +73,635 +13%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$49.9M +$10.5M +129,951 +26%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$48.5M +$23.9M +295,433 +91%

EPC Hedge Fund Activity: Q4 2015 in Review

369 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2015, worth a combined $4.02B — down 8.5% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new EPC positions and 44 closed out — a net gain of 16 holders — while 120 added to existing stakes and 118 trimmed.

The largest buyer was Carlson Capital, adding an estimated $63.5M. The largest seller was Westpac Banking Corp, cutting an estimated $132M.

  • 369 institutional investors held Edgewell Personal Care (EPC) as of Q4 2015, up from 354 in Q3 2015.
  • Funds reported $4.02B of Edgewell Personal Care stock for Q4 2015, down 8.5% quarter-over-quarter.
  • 60 funds opened new Edgewell Personal Care positions in Q4 2015 and 44 closed out, a net change of +16 holders.
  • The largest Edgewell Personal Care buyer in Q4 2015 was Carlson Capital, an estimated $63.5M added.
  • The largest Edgewell Personal Care seller in Q4 2015 was Westpac Banking Corp, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2015.