We are live on ! Find out more
EPC icon

Edgewell Personal Care

279 hedge funds and large institutions have $2.53B invested in Edgewell Personal Care in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 89 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $92.3M | Put options by funds: $49.4M

1.35% less ownership

Funds ownership: 103.1%101.75% (-1.3%)

4% less funds holding

Funds holding: 292279 (-13)

9% less capital invested

Capital invested by funds: $2.8B → $2.53B (-$263M)

12% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 89

20% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 44

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
279
Holders Change
-13
Holders Change %
-4.45%
% of All Funds
6.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
35
Increased
78
Reduced
89
Closed
44
Calls
$92.3M
Puts
$49.4M
Net Calls
+$42.9M
Net Calls Change
+$7.23M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$415M -$15.6M -295,076 -3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$257M -$4.98M -94,148 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$231M +$3.93M +74,263 +2%
JP Morgan Chase
4
JP Morgan Chase
New York
$147M +$26.9M +509,040 +19%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$98.1M +$6.53M +123,360 +6%
GI
6
GAMCO Investors
Connecticut
$88.6M +$2.81M +53,098 +3%
State Street
7
State Street
Massachusetts
$84.8M +$1.95M +36,835 +2%
APG Asset Management
8
APG Asset Management
Netherlands
$71.1M
Goldman Sachs
9
Goldman Sachs
New York
$59.8M +$21.4M +404,415 +45%
American Century Companies
10
American Century Companies
Missouri
$55.4M -$1.45M -27,425 -2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$55.4M +$63.4M +1,198,162 New
LPAM
12
Legion Partners Asset Management
California
$51.9M -$41.2M -779,768 -41%
GF
13
Gabelli Funds
New York
$49.2M -$3.62M -68,500 -6%
AC
14
Armistice Capital
New York
$46.2M -$4.87M -92,000 -8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$43.6M -$2.42M -45,823 -5%
Norges Bank
16
Norges Bank
Norway
$41.5M
BIP
17
Brandes Investment Partners
California
$40.2M -$252K -4,770 -0.5%
CRM
18
Cramer Rosenthal McGlynn
Connecticut
$36.7M -$5.57M -105,381 -12%
Northern Trust
19
Northern Trust
Illinois
$36.3M +$63.1K +1,193 +0.2%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$30.8M -$40.6M -767,119 -54%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$28.7M +$5.56M +105,090 +20%
Bank of America
22
Bank of America
North Carolina
$27.4M +$5.53M +104,591 +21%
Citadel Advisors
23
Citadel Advisors
Florida
$26.9M +$19.3M +365,194 +169%
SCP
24
Seizert Capital Partners
Michigan
$24.6M -$240K -4,530 -0.8%
Charles Schwab
25
Charles Schwab
California
$23.8M +$334K +6,308 +1%

EPC Hedge Fund Activity: Q3 2018 in Review

279 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2018, worth a combined $2.53B — down 9.4% from $2.8B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of EPC and 35 opened new positions — a net loss of 9 holders — while 89 trimmed existing stakes and 78 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $63.4M. The largest seller was Legion Partners Asset Management, cutting an estimated $41.2M.

  • 279 institutional investors held Edgewell Personal Care (EPC) as of Q3 2018, down from 292 in Q2 2018.
  • Funds reported $2.53B of Edgewell Personal Care stock for Q3 2018, down 9.4% quarter-over-quarter.
  • 35 funds opened new Edgewell Personal Care positions in Q3 2018 and 44 closed out, a net change of -9 holders.
  • The largest Edgewell Personal Care buyer in Q3 2018 was Wellington Management Group, an estimated $63.4M added.
  • The largest Edgewell Personal Care seller in Q3 2018 was Legion Partners Asset Management, an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2018.