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Edgewell Personal Care

342 hedge funds and large institutions have $3.92B invested in Edgewell Personal Care in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 99 increasing their positions, 132 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.65% more ownership

Funds ownership: 89.8%93.45% (+3.6%)

4% more capital invested

Capital invested by funds: $3.77B → $3.92B (+$148M)

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

3% less funds holding

Funds holding: 352342 (-10)

25% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 132

88% less call options, than puts

Call options by funds: $6.28M | Put options by funds: $54.3M

Holders
342
Holders Change
-10
Holders Change %
-2.84%
% of All Funds
8.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
99
Reduced
132
Closed
37
Calls
$6.28M
Puts
$54.3M
Net Calls
-$48M
Net Calls Change
-$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$669M +$686M +9,016,691 +7,005%
Vanguard Group
2
Vanguard Group
Pennsylvania
$354M +$3.89M +51,079 +1%
CS
3
Credit Suisse
Switzerland
$298M +$186M +2,438,114 +149%
JP Morgan Chase
4
JP Morgan Chase
New York
$213M +$24.6M +322,613 +12%
State Street
5
State Street
Massachusetts
$163M +$3.21M +42,194 +2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$156M +$11.5M +151,689 +8%
PI
7
Putnam Investments
Massachusetts
$144M -$1.56M -20,438 -1%
GI
8
GAMCO Investors
Connecticut
$141M +$4.48M +58,805 +3%
APG Asset Management
9
APG Asset Management
Netherlands
$132M -$1.02M -13,461 -0.7%
LCOV
10
London Company of Virginia
Virginia
$130M -$62.5M -820,502 -32%
GF
11
Gabelli Funds
New York
$105M +$2.9M +38,100 +3%
Norges Bank
12
Norges Bank
Norway
$72.3M +$25.6M +336,358 +52%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$60.7M -$4.63M -60,835 -7%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$53.6M +$14.3M +188,149 +35%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$49M +$279K +3,664 +0.6%
JHIU
16
Janus Henderson Investors US
Colorado
$45.2M +$2.89M +37,915 +7%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$40.2M +$2.55M +33,535 +7%
Northern Trust
18
Northern Trust
Illinois
$38.9M +$361K +4,745 +0.9%
Bank of America
19
Bank of America
North Carolina
$35.5M -$3.43M -45,077 -8%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$33.7M +$2.91M +38,220 +9%
Millennium Management
21
Millennium Management
New York
$29.1M -$8.82M -115,891 -23%
Morgan Stanley
22
Morgan Stanley
New York
$28.9M -$13.4M -176,399 -31%
Adage Capital Partners
23
Adage Capital Partners
Massachusetts
$27M -$3.05M -40,000 -10%
Wells Fargo
24
Wells Fargo
California
$26.9M +$6.39M +83,915 +30%
Goldman Sachs
25
Goldman Sachs
New York
$24.2M -$3M -39,421 -11%

EPC Hedge Fund Activity: Q1 2017 in Review

342 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q1 2017, worth a combined $3.92B — up 3.9% from $3.77B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of EPC and 35 opened new positions — a net loss of 2 holders — while 132 trimmed existing stakes and 99 added.

The largest buyer was BlackRock, adding an estimated $686M. The largest seller was London Company of Virginia, cutting an estimated $62.5M.

  • 342 institutional investors held Edgewell Personal Care (EPC) as of Q1 2017, down from 352 in Q4 2016.
  • Funds reported $3.92B of Edgewell Personal Care stock for Q1 2017, up 3.9% quarter-over-quarter.
  • 35 funds opened new Edgewell Personal Care positions in Q1 2017 and 37 closed out, a net change of -2 holders.
  • The largest Edgewell Personal Care buyer in Q1 2017 was BlackRock, an estimated $686M added.
  • The largest Edgewell Personal Care seller in Q1 2017 was London Company of Virginia, an estimated $62.5M sold.

Based on aggregated 13F filings for Q1 2017.