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Edgewell Personal Care

253 hedge funds and large institutions have $1.95B invested in Edgewell Personal Care in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 94 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,184% more call options, than puts

Call options by funds: $64.8M | Put options by funds: $5.05M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4.67% less ownership

Funds ownership: 101.75%97.08% (-4.7%)

9% less funds holding

Funds holding: 279253 (-26)

23% less capital invested

Capital invested by funds: $2.53B → $1.95B (-$581M)

28% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 94

42% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 57

Holders
253
Holders Change
-26
Holders Change %
-9.32%
% of All Funds
5.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
33
Increased
68
Reduced
94
Closed
57
Calls
$64.8M
Puts
$5.05M
Net Calls
+$59.8M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$327M -$9.81M -224,922 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$193M +$7.4M +169,504 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$171M -$42.9M -982,652 -18%
JP Morgan Chase
4
JP Morgan Chase
New York
$118M -$659K -15,108 -0.5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$84.8M +$6.46M +147,982 +7%
State Street
6
State Street
Massachusetts
$63.5M -$5.83M -133,563 -7%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$59M +$16.7M +382,408 +32%
APG Asset Management
8
APG Asset Management
Netherlands
$58.3M
GI
9
GAMCO Investors
Connecticut
$54.8M -$19.6M -449,564 -23%
LPAM
10
Legion Partners Asset Management
California
$41.9M
BIP
11
Brandes Investment Partners
California
$38.3M +$6.84M +156,665 +18%
AC
12
Armistice Capital
New York
$38.1M +$873K +20,000 +2%
Norges Bank
13
Norges Bank
Norway
$33.5M
Goldman Sachs
14
Goldman Sachs
New York
$33M -$17.9M -411,063 -32%
CRM
15
Cramer Rosenthal McGlynn
Connecticut
$31.5M +$2.16M +49,570 +6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$30.3M -$5.73M -131,257 -14%
GF
17
Gabelli Funds
New York
$30.2M -$11.1M -255,100 -24%
Northern Trust
18
Northern Trust
Illinois
$30.1M +$944K +21,644 +3%
American Century Companies
19
American Century Companies
Missouri
$28.6M -$18.9M -432,065 -36%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$24.8M +$1.94M +44,552 +7%
DZ Bank
21
DZ Bank
Germany
$21.7M +$24.9M +571,200 +8,959%
Bank of America
22
Bank of America
North Carolina
$19.9M -$2.54M -58,327 -10%
Charles Schwab
23
Charles Schwab
California
$19.4M +$198K +4,529 +0.9%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$19.2M -$6.56M -150,353 -23%
SCP
25
Seizert Capital Partners
Michigan
$18.3M -$1.78M -40,760 -8%

EPC Hedge Fund Activity: Q4 2018 in Review

253 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q4 2018, worth a combined $1.95B — down 23% from $2.53B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of EPC and 33 opened new positions — a net loss of 24 holders — while 94 trimmed existing stakes and 68 added.

The largest buyer was DZ Bank, adding an estimated $24.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $42.9M.

  • 253 institutional investors held Edgewell Personal Care (EPC) as of Q4 2018, down from 279 in Q3 2018.
  • Funds reported $1.95B of Edgewell Personal Care stock for Q4 2018, down 23% quarter-over-quarter.
  • 33 funds opened new Edgewell Personal Care positions in Q4 2018 and 57 closed out, a net change of -24 holders.
  • The largest Edgewell Personal Care buyer in Q4 2018 was DZ Bank, an estimated $24.9M added.
  • The largest Edgewell Personal Care seller in Q4 2018 was T. Rowe Price Associates, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2018.