We are live on ! Find out more
EPC icon

Edgewell Personal Care

292 hedge funds and large institutions have $2.8B invested in Edgewell Personal Care in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

147% more call options, than puts

Call options by funds: $60M | Put options by funds: $24.3M

9% more capital invested

Capital invested by funds: $2.55B → $2.8B (+$240M)

5.57% more ownership

Funds ownership: 97.53%103.1% (+5.6%)

4% less funds holding

Funds holding: 303292 (-11)

23% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 47

24% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 104

Holders
292
Holders Change
-11
Holders Change %
-3.63%
% of All Funds
6.68%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
36
Increased
79
Reduced
104
Closed
47
Calls
$60M
Puts
$24.3M
Net Calls
+$35.7M
Net Calls Change
+$41.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$468M +$56.6M +1,231,893 +15%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$285M +$10.2M +222,188 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$248M +$8.21M +178,841 +4%
JP Morgan Chase
4
JP Morgan Chase
New York
$135M -$37.8M -822,143 -24%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$101M +$29.9M +650,234 +48%
LPAM
6
Legion Partners Asset Management
California
$96M +$52.4M +1,141,074 +150%
GI
7
GAMCO Investors
Connecticut
$94.1M -$1.04M -22,653 -1%
State Street
8
State Street
Massachusetts
$90.7M +$13.1M +285,235 +19%
APG Asset Management
9
APG Asset Management
Netherlands
$77.2M
Fidelity Investments
10
Fidelity Investments
Massachusetts
$72.3M +$16.6M +362,477 +34%
American Century Companies
11
American Century Companies
Missouri
$61.8M +$7.88M +171,580 +16%
GF
12
Gabelli Funds
New York
$57.2M -$2.09M -45,400 -4%
AC
13
Armistice Capital
New York
$55.1M +$50.2M +1,092,000 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$49.9M +$4.6M +100,110 +11%
CRM
15
Cramer Rosenthal McGlynn
Connecticut
$45.3M +$944K +20,543 +2%
Norges Bank
16
Norges Bank
Norway
$45.3M -$18.4M -400,414 -31%
Goldman Sachs
17
Goldman Sachs
New York
$44.9M +$8.53M +185,775 +26%
BIP
18
Brandes Investment Partners
California
$44.1M +$9.27M +201,886 +30%
Northern Trust
19
Northern Trust
Illinois
$39.5M +$15.7M +341,571 +77%
LCOV
20
London Company of Virginia
Virginia
$37.8M +$613K +13,336 +2%
AL
21
AJO LP
Pennsylvania
$36.8M +$6.97M +151,684 +26%
SCP
22
Seizert Capital Partners
Michigan
$26.2M
Geode Capital Management
23
Geode Capital Management
Massachusetts
$26M +$420K +9,137 +2%
Charles Schwab
24
Charles Schwab
California
$25.7M +$7.43M +161,765 +47%
Bank of America
25
Bank of America
North Carolina
$24.6M -$1.45M -31,581 -6%

EPC Hedge Fund Activity: Q2 2018 in Review

292 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q2 2018, worth a combined $2.8B — up 9.4% from $2.55B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of EPC and 36 opened new positions — a net loss of 11 holders — while 104 trimmed existing stakes and 79 added.

The largest buyer was BlackRock, adding an estimated $56.6M. The largest seller was Credit Suisse, cutting an estimated $57.4M.

  • 292 institutional investors held Edgewell Personal Care (EPC) as of Q2 2018, down from 303 in Q1 2018.
  • Funds reported $2.8B of Edgewell Personal Care stock for Q2 2018, up 9.4% quarter-over-quarter.
  • 36 funds opened new Edgewell Personal Care positions in Q2 2018 and 47 closed out, a net change of -11 holders.
  • The largest Edgewell Personal Care buyer in Q2 2018 was BlackRock, an estimated $56.6M added.
  • The largest Edgewell Personal Care seller in Q2 2018 was Credit Suisse, an estimated $57.4M sold.

Based on aggregated 13F filings for Q2 2018.