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Edgewell Personal Care

233 hedge funds and large institutions have $1.75B invested in Edgewell Personal Care in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 76 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

553% more call options, than puts

Call options by funds: $68.3M | Put options by funds: $10.5M

26% more capital invested

Capital invested by funds: $1.39B → $1.75B (+$359M)

4.04% more ownership

Funds ownership: 95.54%99.58% (+4%)

1% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 76

7% less funds holding

Funds holding: 250233 (-17)

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
233
Holders Change
-17
Holders Change %
-6.8%
% of All Funds
5.11%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
75
Reduced
76
Closed
48
Calls
$68.3M
Puts
$10.5M
Net Calls
+$57.8M
Net Calls Change
+$58.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$210M +$140M +4,704,909 +269%
BlackRock
2
BlackRock
New York
$204M +$1.39M +46,711 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$181M +$15.7M +525,390 +10%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$158M +$8.32M +278,811 +6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$107M +$3.05M +102,048 +3%
GI
6
GAMCO Investors
Connecticut
$62.5M -$4.54M -151,967 -7%
State Street
7
State Street
Massachusetts
$58.6M +$896K +30,017 +2%
APG Asset Management
8
APG Asset Management
Netherlands
$53.2M
Prudential Financial
9
Prudential Financial
New Jersey
$46.9M +$5.19M +174,014 +14%
BIP
10
Brandes Investment Partners
California
$35.4M +$1.31M +43,957 +4%
SFM
11
Soros Fund Management
New York
$32.2M +$5.67M +190,000 +24%
GF
12
Gabelli Funds
New York
$30.6M +$1.14M +38,190 +4%
Northern Trust
13
Northern Trust
Illinois
$28M +$1.16M +38,809 +5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$23.3M -$21.3K -713 -0.1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$22M -$2.34M -78,252 -10%
Charles Schwab
16
Charles Schwab
California
$19.2M +$1.17M +39,245 +7%
DZ Bank
17
DZ Bank
Germany
$19.1M +$56.7K +1,898 +0.3%
Citadel Advisors
18
Citadel Advisors
Florida
$18M -$20.9M -701,087 -56%
Canada Life
19
Canada Life
Manitoba, Canada
$16.8M +$948K +31,769 +7%
Norges Bank
20
Norges Bank
Norway
$16.5M
TCG
21
Tremblant Capital Group
Florida
$15.5M +$5.3M +177,400 +59%
RCAMU
22
Rothschild & Co Asset Management US
Connecticut
$12.5M +$219K +7,347 +2%
ICOM
23
Investment Counselors of Maryland
Maryland
$11.8M -$24.7K -827 -0.2%
Bank of America
24
Bank of America
North Carolina
$11.4M -$93.7K -3,140 -0.9%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$10.9M -$12.5M -418,941 -55%

EPC Hedge Fund Activity: Q3 2019 in Review

233 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Edgewell Personal Care (EPC) for Q3 2019, worth a combined $1.75B — up 26% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of EPC and 32 opened new positions — a net loss of 16 holders — while 76 trimmed existing stakes and 75 added.

The largest buyer was Fidelity Investments, adding an estimated $140M. The largest seller was Armistice Capital, exiting entirely with an estimated $46M sold.

  • 233 institutional investors held Edgewell Personal Care (EPC) as of Q3 2019, down from 250 in Q2 2019.
  • Funds reported $1.75B of Edgewell Personal Care stock for Q3 2019, up 26% quarter-over-quarter.
  • 32 funds opened new Edgewell Personal Care positions in Q3 2019 and 48 closed out, a net change of -16 holders.
  • The largest Edgewell Personal Care buyer in Q3 2019 was Fidelity Investments, an estimated $140M added.
  • The largest Edgewell Personal Care seller in Q3 2019 was Armistice Capital, an estimated $46M sold.

Based on aggregated 13F filings for Q3 2019.