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Edgewell Personal Care

353 hedge funds and large institutions have $4.13B invested in Edgewell Personal Care in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $6.48M | Put options by funds: $5.02M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 117

3% more capital invested

Capital invested by funds: $4.02B → $4.13B (+$114M)

0.99% more ownership

Funds ownership: 86.23%87.22% (+0.99%)

4% less funds holding

Funds holding: 369353 (-16)

29% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 52

Holders
353
Holders Change
-16
Holders Change %
-4.34%
% of All Funds
9.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
37
Increased
122
Reduced
117
Closed
52
Calls
$6.48M
Puts
$5.02M
Net Calls
+$1.46M
Net Calls Change
+$507K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$352M +$5.95M +77,579 +2%
JP Morgan Chase
2
JP Morgan Chase
New York
$183M -$4.14M -54,052 -2%
State Street
3
State Street
Massachusetts
$176M +$3.21M +41,836 +2%
PI
4
Putnam Investments
Massachusetts
$168M +$6.91M +90,138 +5%
BFA
5
BlackRock Fund Advisors
California
$162M -$177K -2,309 -0.1%
BA
6
BlackRock Advisors
Delaware
$155M +$91.8M +1,197,016 +163%
LCOV
7
London Company of Virginia
Virginia
$155M +$17.3M +225,365 +13%
BIT
8
BlackRock Institutional Trust
California
$151M +$1.06M +13,796 +0.7%
APG Asset Management
9
APG Asset Management
Netherlands
$151M +$27.3M +356,772 +23%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$136M +$10.1M +132,044 +8%
GI
11
GAMCO Investors
Connecticut
$134M +$13.3M +173,543 +12%
Goldman Sachs
12
Goldman Sachs
New York
$123M -$63.3M -826,427 -35%
GF
13
Gabelli Funds
New York
$101M -$882K -11,500 -0.9%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$101M +$91.2M +1,190,050 +1,804%
BG
15
BlackRock Group
United Kingdom
$95.1M +$35.9M +468,315 +66%
Franklin Resources
16
Franklin Resources
California
$76M -$2.26M -29,504 -3%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$71.6M +$20.7M +269,743 +44%
JHIU
18
Janus Henderson Investors US
Colorado
$66.7M +$28.4M +370,836 +81%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$59M +$655K +8,549 +1%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$57.6M -$9.94M -129,640 -15%
Renaissance Technologies
21
Renaissance Technologies
New York
$54.2M +$2.42M +31,600 +5%
YCMGA
22
York Capital Management Global Advisors
New York
$49.6M +$7.12M +92,841 +18%
Northern Trust
23
Northern Trust
Illinois
$39M +$159K +2,076 +0.4%
Bank of America
24
Bank of America
North Carolina
$38.8M -$5.49M -71,589 -13%
Deutsche Bank
25
Deutsche Bank
Germany
$38.2M -$1.63M -21,225 -4%

EPC Hedge Fund Activity: Q1 2016 in Review

353 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q1 2016, worth a combined $4.13B — up 2.8% from $4.02B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of EPC and 37 opened new positions — a net loss of 15 holders — while 117 trimmed existing stakes and 122 added.

The largest buyer was BlackRock Advisors, adding an estimated $91.8M. The largest seller was Millennium Management, cutting an estimated $65.1M.

  • 353 institutional investors held Edgewell Personal Care (EPC) as of Q1 2016, down from 369 in Q4 2015.
  • Funds reported $4.13B of Edgewell Personal Care stock for Q1 2016, up 2.8% quarter-over-quarter.
  • 37 funds opened new Edgewell Personal Care positions in Q1 2016 and 52 closed out, a net change of -15 holders.
  • The largest Edgewell Personal Care buyer in Q1 2016 was BlackRock Advisors, an estimated $91.8M added.
  • The largest Edgewell Personal Care seller in Q1 2016 was Millennium Management, an estimated $65.1M sold.

Based on aggregated 13F filings for Q1 2016.