EDGEWELL PERS CARE CO EPC
COM · Common Stock · CUSIP 28035Q102 · ISIN US28035Q1022
American consumer products company
- SectorConsumer staples
- IndustryPerfumes, Cosmetics & Other Toilet Preparations
- HeadquartersShelton, CT
- Founded2015
- Websiteedgewell.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($951.1k this quarter). Holder counts are more reliable. Shares outstanding: 51.2m as of 2023-04-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $42.62. Options: 6 managers hold calls ($6.1m notional), 7 hold puts ($2.2m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 214 |
| Q4 2022 | 229 |
| Q1 2023 | 229 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 98 | 103 |
| Q1 2023 | 97 | 116 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $655.0k | $11.6m | 17.64 |
| Q4 2022 | $835.4k | $6.6m | 7.84 |
| Q1 2023 | $6.1m | $2.2m | 0.35 |
Biggest buyers
| Man Group plc | New | +339.6k |
| SCOPUS ASSET MANAGEMENT, L.P. | New | +325.0k |
| APG Asset Management N.V. | Added | +247.3k |
| GREAT LAKES ADVISORS, LLC | New | +223.9k |
| NORGES BANK | Added | +146.8k |
| DEPRINCE RACE & ZOLLO INC | Added | +140.2k |
| Hudson Bay Capital Management LP | New | +109.9k |
| Woodline Partners LP | Added | +101.2k |
| Weiss Multi-Strategy Advisers LLC | New | +95.3k |
| Balyasny Asset Management L.P. | New | +90.3k |
Biggest sellers
| CREDIT AGRICOLE S A | Sold out | -2.0m |
| Alberta Investment Management Corp | Reduced | -371.6k |
| LSV ASSET MANAGEMENT | Reduced | -353.4k |
| Man Group plc | Sold out | -285.4k |
| EDMOND DE ROTHSCHILD HOLDING S.A. | Reduced | -285.0k |
| GAMCO INVESTORS, INC. ET AL | Reduced | -261.2k |
| BlackRock Inc. | Reduced | -158.8k |
| MORGAN STANLEY | Reduced | -156.1k |
| VANGUARD GROUP INC | Reduced | -139.3k |
| TWINBEECH CAPITAL LP | Sold out | -81.5k |
Biggest calls
| Weiss Multi-Strategy Advisers LLC | New | $5.1m120.0k shares |
| CITADEL ADVISORS LLC | Added | $776.3k18.3k shares |
| Walleye Capital LLC | New | $148.5k3.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $59.0k1.4k shares |
| Walleye Trading LLC | Reduced | $21.2k500 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $691.4k16.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $492.1k11.6k shares |
| Walleye Trading LLC | Reduced | $330.9k7.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $318.0k7.5k shares |
| GROUP ONE TRADING LLC | New | $203.6k4.8k shares |
| Walleye Capital LLC | New | $123.0k2.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-30 | 14.9% |
| BRANDES INVESTMENT PARTNERS, LP 13G · institution +1.3 pts · filed 2026-05-14 | 14.4% |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC 13G · institution +2.5 pts · filed 2026-06-05 | 11.0% |
| Rubric Capital Management LP 13G · institution new · filed 2026-05-15 | 8.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.6% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: DIMENSIONAL FUND ADVISORS LP (4.0%, 2026-07-14), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q1 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 2 | $1.1m | — |
| Q1 2022 | 0 | — | 2 | $392.1k | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 1 | $52.0k | — |
| Q1 2023 | 0 | — | 0 | — | — |
None reported in Q1 2023.
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 8.2m $348.1m | Reduced -158.8k |
| VANGUARD GROUP INC 0.01% of their portfolio | 5.9m $252.2m | Reduced -139.3k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 3.5m $149.6m | Added +79.7k |
| AMERICAN CENTURY COMPANIES INC 0.10% of their portfolio | 2.9m $122.1m | Reduced -11.6k |
| Banco Santander, S.A. 1.56% of their portfolio | 2.5m $105.8m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 1.9m $82.5m | Reduced -8.0k |
| APG Asset Management N.V. 0.15% of their portfolio | 1.8m $68.4m | Added +247.3k |
| GAMCO INVESTORS, INC. ET AL 0.54% of their portfolio | 1.2m $50.6m | Reduced -261.2k |
| GABELLI FUNDS LLC 0.34% of their portfolio | 1.1m $45.0m | Reduced -52.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 989.8k $42.0m | Added +53.0k |
| LSV ASSET MANAGEMENT 0.08% of their portfolio | 828.9k $35.2m | Reduced -353.4k |
| DEPRINCE RACE & ZOLLO INC 0.81% of their portfolio | 828.6k $35.1m | Added +140.2k |
| BRANDES INVESTMENT PARTNERS, LP 0.64% of their portfolio | 709.2k $30.1m | Reduced -31.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 694.2k $29.4m | Reduced -14.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 688.3k $29.2m | Added +81.3k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio | 657.2k $27.9m | Added +1.8k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 629.9k $26.7m | Reduced -21.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 555.9k $23.6m | Reduced -8.9k |
| Woodline Partners LP 0.33% of their portfolio | 550.5k $23.4m | Added +101.2k |
| Alberta Investment Management Corp 0.21% of their portfolio | 510.5k $21.7m | Reduced -371.6k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 383.4k $16.3m | Added +3.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 343.9k $14.6m | Added +21.4k |
| Man Group plc 0.05% of their portfolio | 339.6k $14.4m | New |
| MORGAN STANLEY 0.00% of their portfolio | 334.0k $14.2m | Reduced -156.1k |
| SCOPUS ASSET MANAGEMENT, L.P. 0.51% of their portfolio | 325.0k $13.8m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 319.5k $13.6m | Reduced -7.8k |
| NORGES BANK 0.00% of their portfolio | 318.0k $13.5m | Added +146.8k |
| Invesco Ltd. 0.00% of their portfolio | 288.3k $12.2m | Added +43.1k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 279.8k $11.9m | Added +19.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 274.4k $11.6m | Reduced -40.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 241.8k $10.3m | Added +74.2k |
| GREAT LAKES ADVISORS, LLC 0.09% of their portfolio | 223.9k $9.5m | New |
| COMMERCE BANK 0.07% of their portfolio | 223.1k $9.5m | Reduced -5.2k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 203.3k $8.6m | Reduced -14.4k |
| STOREBRAND ASSET MANAGEMENT AS 0.04% of their portfolio | 196.9k $8.4m | Unchanged |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.22% of their portfolio | 192.1k $8.1m | Reduced -58.2k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 171.9k $7.3m | Added +6.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.04% of their portfolio | 159.4k $6.8m | Unchanged |
| BURNEY CO/ 0.33% of their portfolio | 156.7k $6.6m | Reduced -8.3k |
| Legal & General Group Plc 0.00% of their portfolio | 151.5k $6.4m | Reduced -2.3k |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC 0.26% of their portfolio | 147.1k $6.2m | Unchanged |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 137.7k $5.8m | Added +84.6k |
| Madison Asset Management, LLC 0.08% of their portfolio | 130.2k $5.5m | Reduced -5.3k |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.08% of their portfolio | 128.1k $5.4m | Reduced -3.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 123.6k $5.2m | Reduced -2.6k |
| Knights of Columbus Asset Advisors LLC 0.51% of their portfolio | 122.3k $5.2m | Added +756 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 112.4k $4.8m | Added +12.5k |
| Hudson Bay Capital Management LP 0.03% of their portfolio | 109.9k $4.7m | New |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 109.1k $4.6m | Added +1.1k |
| Swiss National Bank 0.00% of their portfolio | 105.4k $4.5m | Reduced -13.5k |
| EDMOND DE ROTHSCHILD HOLDING S.A. 0.10% of their portfolio | 100.0k $4.2m | Reduced -285.0k |
| Phocas Financial Corp. 0.59% of their portfolio | 96.3k $4.1m | Added +940 |
| Weiss Multi-Strategy Advisers LLC 0.10% of their portfolio | 95.3k $4.0m | New |
| Public Sector Pension Investment Board 0.03% of their portfolio | 90.4k $3.8m | Reduced -3.9k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 90.3k $3.8m | New |
| MAVERICK CAPITAL LTD 0.10% of their portfolio | 88.2k $3.7m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 78.6k $3.3m | Added +1.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 73.2k $3.1m | Added +6.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 69.5k $3.0m | Reduced -7.6k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 67.8k $2.9m | Reduced -3.1k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.39% of their portfolio | 67.7k $2.9m | New |
| Plancorp, LLC 0.16% of their portfolio | 66.2k $2.8m | Added +3 |
| FMR LLC 0.00% of their portfolio | 65.4k $2.8m | Added +33.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 62.8k $2.7m | Added +11.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 62.1k $2.6m | Reduced -1.3k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.02% of their portfolio | 54.4k $2.3m | Reduced -1.0k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 53.3k $2.3m | Reduced -4.8k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 52.2k $2.2m | Reduced -215 |
| Bridgewater Associates, LP 0.01% of their portfolio | 51.3k $2.2m | Reduced -63.6k |
| Ergoteles LLC 0.08% of their portfolio | 50.7k $2.2m | Added +37.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 46.3k $2.0m | Added +29.9k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.02% of their portfolio | 46.1k $2.0m | Added +11.3k |
| Clearline Capital LP 0.28% of their portfolio | 44.1k $1.9m | Reduced -43.0k |
| HRT FINANCIAL LP 0.02% of their portfolio | 44.1k $1.9m | Reduced -5.1k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 42.9k $1.8m | New |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.04% of their portfolio | 41.4k $1.8m | Reduced -22.0k |
| South Dakota Investment Council 0.04% of their portfolio | 41.1k $1.7m | Unchanged |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 39.7k $1.7m | Reduced -101 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 38.9k $1.7m | Reduced -12.0k |
| Pacific Ridge Capital Partners, LLC 0.41% of their portfolio | 38.8k $1.6m | Reduced -230 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 38.7k $1.6m | Added +9.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 38.1k $1.6m | Added +10.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 36.8k $1.6m | Added +29.4k |
| State of Alaska, Department of Revenue 0.02% of their portfolio | 35.2k $1.5m | Reduced -879 |
| NICOLA WEALTH MANAGEMENT LTD. 0.20% of their portfolio | 35.2k $2.0m | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 34.1k $1.4m | Added +2.0k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 33.2k $1.4m | Added +23.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 33.0k $1.4m | Reduced -10.9k |
| Ziegler Capital Management, LLC 0.06% of their portfolio | 32.9k $1.4m | Reduced -240 |
| Vident Investment Advisory, LLC 0.04% of their portfolio | 31.8k $1.3m | Reduced -1.5k |
| CITIGROUP INC 0.00% of their portfolio | 31.4k $1.3m | Reduced -4.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 30.5k $1.3m | Added +922 |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 29.1k $1.2m | Reduced -4.0k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio | 28.1k $1.2m | Added +96 |
| MetLife Investment Management, LLC 0.01% of their portfolio | 27.3k $1.2m | Unchanged |
| State of Tennessee, Department of Treasury 0.01% of their portfolio | 27.3k $1.2m | Reduced -728 |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 26.8k $1.1m | Added +18.5k |
| BARCLAYS PLC 0.00% of their portfolio | 26.7k $1.1m | Added +1.7k |
| UBS Group AG 0.00% of their portfolio | 25.9k $1.1m | Reduced -242 |
| Louisiana State Employees Retirement System 0.03% of their portfolio | 24.0k $1.0m | Reduced -600 |