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Edgewell Personal Care

352 hedge funds and large institutions have $3.77B invested in Edgewell Personal Care in 2016 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 41

4.3% more ownership

Funds ownership: 85.5%89.8% (+4.3%)

2% more funds holding

Funds holding: 346352 (+6)

3% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 114

5% less capital invested

Capital invested by funds: $3.99B → $3.77B (-$212M)

70% less call options, than puts

Call options by funds: $9.91M | Put options by funds: $33.4M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
352
Holders Change
+6
Holders Change %
+1.73%
% of All Funds
8.8%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
53
Increased
111
Reduced
114
Closed
41
Calls
$9.91M
Puts
$33.4M
Net Calls
-$23.5M
Net Calls Change
-$81.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$349M +$9.64M +124,724 +3%
LCOV
2
London Company of Virginia
Virginia
$190M +$40M +517,662 +25%
JP Morgan Chase
3
JP Morgan Chase
New York
$189M +$644K +8,334 +0.3%
BA
4
BlackRock Advisors
Delaware
$188M +$9.43M +122,018 +5%
BFA
5
BlackRock Fund Advisors
California
$167M +$10.5M +135,737 +6%
State Street
6
State Street
Massachusetts
$160M -$1.61M -20,783 -0.9%
PI
7
Putnam Investments
Massachusetts
$146M -$21.6M -279,458 -12%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$145M +$588K +7,599 +0.4%
BIT
9
BlackRock Institutional Trust
California
$144M +$5.07M +65,630 +3%
GI
10
GAMCO Investors
Connecticut
$137M -$691K -8,939 -0.5%
APG Asset Management
11
APG Asset Management
Netherlands
$126M -$17.8M -230,200 -11%
CS
12
Credit Suisse
Switzerland
$119M +$87.8M +1,135,018 +227%
GF
13
Gabelli Funds
New York
$102M +$7.32M +94,705 +7%
BG
14
BlackRock Group
United Kingdom
$94.1M -$1.04M -13,457 -1%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$65M -$858K -11,100 -1%
YCMGA
16
York Capital Management Global Advisors
New York
$55.1M -$3.69M -47,785 -6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$48.6M +$2.58M +33,303 +5%
Norges Bank
18
Norges Bank
Norway
$47.6M +$10.3M +133,461 +26%
JHIU
19
Janus Henderson Investors US
Colorado
$42.4M -$17.3M -224,121 -28%
Morgan Stanley
20
Morgan Stanley
New York
$41.7M +$24.1M +311,587 +120%
Diamond Hill Capital Management
21
Diamond Hill Capital Management
Ohio
$39.8M +$2.13M +27,529 +5%
Bank of America
22
Bank of America
North Carolina
$38.7M +$481K +6,226 +1%
Northern Trust
23
Northern Trust
Illinois
$38.5M +$2.23M +28,865 +6%
BIM
24
BlackRock Investment Management
Delaware
$38.2M +$3.12M +40,404 +8%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$37.6M +$2.71M +35,077 +7%

EPC Hedge Fund Activity: Q4 2016 in Review

352 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2016, worth a combined $3.77B — down 5.3% from $3.99B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EPC positions and 41 closed out — a net gain of 12 holders — while 111 added to existing stakes and 114 trimmed.

The largest buyer was Credit Suisse, adding an estimated $87.8M. The largest seller was Franklin Resources, cutting an estimated $47.6M.

  • 352 institutional investors held Edgewell Personal Care (EPC) as of Q4 2016, up from 346 in Q3 2016.
  • Funds reported $3.77B of Edgewell Personal Care stock for Q4 2016, down 5.3% quarter-over-quarter.
  • 53 funds opened new Edgewell Personal Care positions in Q4 2016 and 41 closed out, a net change of +12 holders.
  • The largest Edgewell Personal Care buyer in Q4 2016 was Credit Suisse, an estimated $87.8M added.
  • The largest Edgewell Personal Care seller in Q4 2016 was Franklin Resources, an estimated $47.6M sold.

Based on aggregated 13F filings for Q4 2016.