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Edgewell Personal Care

359 hedge funds and large institutions have $4.33B invested in Edgewell Personal Care in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 108 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

298% more call options, than puts

Call options by funds: $42.2M | Put options by funds: $10.6M

22% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 36

15% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 108

2% more funds holding

Funds holding: 353359 (+6)

5% more capital invested

Capital invested by funds: $4.13B → $4.33B (+$202M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.68% less ownership

Funds ownership: 87.22%86.54% (-0.68%)

Holders
359
Holders Change
+6
Holders Change %
+1.7%
% of All Funds
9.58%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
44
Increased
124
Reduced
108
Closed
36
Calls
$42.2M
Puts
$10.6M
Net Calls
+$31.6M
Net Calls Change
+$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$382M +$12.2M +150,387 +3%
JP Morgan Chase
2
JP Morgan Chase
New York
$188M -$3.33M -41,161 -2%
PI
3
Putnam Investments
Massachusetts
$185M +$8.26M +102,268 +5%
State Street
4
State Street
Massachusetts
$182M -$1.78M -21,997 -1%
BFA
5
BlackRock Fund Advisors
California
$175M +$5.58M +69,007 +3%
APG Asset Management
6
APG Asset Management
Netherlands
$167M +$8.33M +103,039 +5%
LCOV
7
London Company of Virginia
Virginia
$166M +$4.15M +51,345 +3%
GI
8
GAMCO Investors
Connecticut
$160M +$18.6M +229,618 +14%
BIT
9
BlackRock Institutional Trust
California
$159M +$505K +6,248 +0.3%
BA
10
BlackRock Advisors
Delaware
$158M -$4.8M -59,455 -3%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$114M +$7.56M +93,608 +7%
GF
12
Gabelli Funds
New York
$109M +$2.76M +34,200 +3%
Goldman Sachs
13
Goldman Sachs
New York
$103M -$24.8M -306,795 -20%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$94.8M -$46.1M -570,390 -34%
BG
15
BlackRock Group
United Kingdom
$88.6M -$10.6M -130,733 -11%
Franklin Resources
16
Franklin Resources
California
$80M +$305K +3,780 +0.4%
YCMGA
17
York Capital Management Global Advisors
New York
$73.7M +$20.8M +257,976 +42%
JHIU
18
Janus Henderson Investors US
Colorado
$69.9M -$45.9K -568 -0.1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$61M -$812K -10,047 -1%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$60.2M -$128K -1,582 -0.2%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$57.5M -$16.8M -208,147 -23%
Citadel Advisors
22
Citadel Advisors
Florida
$55.2M +$22.3M +275,811 +73%
Bank of America
23
Bank of America
North Carolina
$49.2M +$8.14M +100,721 +21%
Morgan Stanley
24
Morgan Stanley
New York
$43.4M +$19.3M +238,558 +87%
Diamond Hill Capital Management
25
Diamond Hill Capital Management
Ohio
$42.8M +$12.3M +151,715 +43%

EPC Hedge Fund Activity: Q2 2016 in Review

359 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q2 2016, worth a combined $4.33B — up 4.9% from $4.13B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EPC positions and 36 closed out — a net gain of 8 holders — while 124 added to existing stakes and 108 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $22.3M. The largest seller was Fidelity Investments, cutting an estimated $46.1M.

  • 359 institutional investors held Edgewell Personal Care (EPC) as of Q2 2016, up from 353 in Q1 2016.
  • Funds reported $4.33B of Edgewell Personal Care stock for Q2 2016, up 4.9% quarter-over-quarter.
  • 44 funds opened new Edgewell Personal Care positions in Q2 2016 and 36 closed out, a net change of +8 holders.
  • The largest Edgewell Personal Care buyer in Q2 2016 was Citadel Advisors, an estimated $22.3M added.
  • The largest Edgewell Personal Care seller in Q2 2016 was Fidelity Investments, an estimated $46.1M sold.

Based on aggregated 13F filings for Q2 2016.