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Edgewell Personal Care

303 hedge funds and large institutions have $2.55B invested in Edgewell Personal Care in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 117 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.6% more ownership

Funds ownership: 94.93%97.53% (+2.6%)

5% less funds holding

Funds holding: 319303 (-16)

17% less capital invested

Capital invested by funds: $3.09B → $2.55B (-$535M)

27% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 45

29% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 117

44% less call options, than puts

Call options by funds: $7.11M | Put options by funds: $12.7M

Holders
303
Holders Change
-16
Holders Change %
-5.02%
% of All Funds
6.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
83
Reduced
117
Closed
45
Calls
$7.11M
Puts
$12.7M
Net Calls
-$5.56M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$393M -$20.5M -379,641 -5%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$265M +$31.6M +585,933 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$231M -$4.17M -77,345 -2%
JP Morgan Chase
4
JP Morgan Chase
New York
$170M +$7.29M +135,267 +4%
GI
5
GAMCO Investors
Connecticut
$92.1M -$3.56M -66,059 -3%
State Street
6
State Street
Massachusetts
$73.8M -$22.1M -410,703 -21%
APG Asset Management
7
APG Asset Management
Netherlands
$70.9M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$65.9M +$19.8M +367,693 +37%
CS
9
Credit Suisse
Switzerland
$63.7M -$18.4M -341,688 -21%
Norges Bank
10
Norges Bank
Norway
$63.4M +$20M +371,152 +40%
GF
11
Gabelli Funds
New York
$57.5M -$3.18M -59,100 -5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$52.2M -$18.6M -344,701 -24%
American Century Companies
13
American Century Companies
Missouri
$51.5M +$33.2M +617,145 +141%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$43.4M -$487K -9,035 -1%
CRM
15
Cramer Rosenthal McGlynn
Connecticut
$42.8M +$9.11M +169,140 +24%
LPAM
16
Legion Partners Asset Management
California
$37.1M +$41M +760,830 New
LCOV
17
London Company of Virginia
Virginia
$35.9M -$7.47M -138,674 -16%
Goldman Sachs
18
Goldman Sachs
New York
$34.3M +$19.4M +359,672 +105%
Diamond Hill Capital Management
19
Diamond Hill Capital Management
Ohio
$33.2M -$1.06M -19,606 -3%
BIP
20
Brandes Investment Partners
California
$32.8M +$13.9M +257,325 +62%
AL
21
AJO LP
Pennsylvania
$28.2M +$31.2M +578,407 New
SCP
22
Seizert Capital Partners
Michigan
$26.2M +$7.43M +137,902 +35%
Bank of America
23
Bank of America
North Carolina
$25.3M +$311K +5,768 +1%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$24.7M +$1.2M +22,355 +5%
UBS Group
25
UBS Group
Switzerland
$21.6M +$10.3M +191,410 +76%

EPC Hedge Fund Activity: Q1 2018 in Review

303 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q1 2018, worth a combined $2.55B — down 17% from $3.09B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of EPC and 33 opened new positions — a net loss of 12 holders — while 117 trimmed existing stakes and 83 added.

The largest buyer was Legion Partners Asset Management, opening a new position worth an estimated $41M. The largest seller was Schroder Investment Management Group, cutting an estimated $32M.

  • 303 institutional investors held Edgewell Personal Care (EPC) as of Q1 2018, down from 319 in Q4 2017.
  • Funds reported $2.55B of Edgewell Personal Care stock for Q1 2018, down 17% quarter-over-quarter.
  • 33 funds opened new Edgewell Personal Care positions in Q1 2018 and 45 closed out, a net change of -12 holders.
  • The largest Edgewell Personal Care buyer in Q1 2018 was Legion Partners Asset Management, an estimated $41M added.
  • The largest Edgewell Personal Care seller in Q1 2018 was Schroder Investment Management Group, an estimated $32M sold.

Based on aggregated 13F filings for Q1 2018.