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Edgewell Personal Care

250 hedge funds and large institutions have $1.39B invested in Edgewell Personal Care in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 76

0.67% more ownership

Funds ownership: 94.87%95.54% (+0.67%)

4% less funds holding

Funds holding: 261250 (-11)

14% less call options, than puts

Call options by funds: $6.58M | Put options by funds: $7.63M

14% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 51

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

38% less capital invested

Capital invested by funds: $2.25B → $1.39B (-$859M)

Holders
250
Holders Change
-11
Holders Change %
-4.21%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
44
Increased
80
Reduced
76
Closed
51
Calls
$6.58M
Puts
$7.63M
Net Calls
-$1.04M
Net Calls Change
-$992K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$168M +$441K +12,373 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$136M -$8.1M -227,170 -4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$124M -$9.14M -256,313 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$86.2M +$16M +449,193 +16%
GI
5
GAMCO Investors
Connecticut
$55.9M +$22.6M +632,479 +44%
State Street
6
State Street
Massachusetts
$47.8M -$89.9K -2,521 -0.1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$47.2M +$62.4M +1,748,885 +214,587%
APG Asset Management
8
APG Asset Management
Netherlands
$42.3M -$3.17M -88,900 -5%
AC
9
Armistice Capital
New York
$41.5M +$20.3M +568,000 +58%
Prudential Financial
10
Prudential Financial
New Jersey
$34.2M +$22.9M +642,499 +102%
Citadel Advisors
11
Citadel Advisors
Florida
$33.8M +$36.6M +1,025,091 +447%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$33.1M +$27.3M +765,521 +166%
BIP
13
Brandes Investment Partners
California
$28.1M -$36.9K -1,035 -0.1%
GF
14
Gabelli Funds
New York
$24.3M +$4.85M +136,000 +18%
Northern Trust
15
Northern Trust
Illinois
$22.2M +$541K +15,177 +2%
SFM
16
Soros Fund Management
New York
$21.6M +$28.5M +800,000 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$20.4M -$1.92M -53,810 -7%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$20.3M +$13.8M +386,976 +105%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$19.4M -$2.32M -64,947 -8%
DZ Bank
20
DZ Bank
Germany
$15.8M +$86.4K +2,422 +0.4%
Charles Schwab
21
Charles Schwab
California
$14.9M +$137K +3,841 +0.7%
Norges Bank
22
Norges Bank
Norway
$13.7M -$4.69M -131,594 -21%
Canada Life
23
Canada Life
Manitoba, Canada
$13.5M +$6.07M +170,115 +54%
JIM
24
Jupiter Investment Management
United Kingdom
$10.6M +$5.54M +155,468 +65%
RCAMU
25
Rothschild & Co Asset Management US
Connecticut
$10.2M +$13.5M +378,496 New

EPC Hedge Fund Activity: Q2 2019 in Review

250 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q2 2019, worth a combined $1.39B — down 38% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of EPC and 44 opened new positions — a net loss of 7 holders — while 76 trimmed existing stakes and 80 added.

The largest buyer was Fidelity Investments, adding an estimated $62.4M. The largest seller was JP Morgan Chase, cutting an estimated $107M.

  • 250 institutional investors held Edgewell Personal Care (EPC) as of Q2 2019, down from 261 in Q1 2019.
  • Funds reported $1.39B of Edgewell Personal Care stock for Q2 2019, down 38% quarter-over-quarter.
  • 44 funds opened new Edgewell Personal Care positions in Q2 2019 and 51 closed out, a net change of -7 holders.
  • The largest Edgewell Personal Care buyer in Q2 2019 was Fidelity Investments, an estimated $62.4M added.
  • The largest Edgewell Personal Care seller in Q2 2019 was JP Morgan Chase, an estimated $107M sold.

Based on aggregated 13F filings for Q2 2019.