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 ($1.1m this quarter). Holder counts are more reliable. Shares outstanding: 49.6m as of 2024-04-30, 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 ≈ $36.21. Options: 5 managers hold calls ($868.8k notional), 8 hold puts ($1.6m).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 214 |
| Q4 2022 | 229 |
| Q1 2023 | 229 |
| Q2 2023 | 228 |
| Q3 2023 | 225 |
| Q4 2023 | 220 |
| Q1 2024 | 249 |
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 |
| Q2 2023 | 89 | 113 |
| Q3 2023 | 85 | 117 |
| Q4 2023 | 96 | 109 |
| Q1 2024 | 111 | 110 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $1.6m | $3.8m | 2.47 |
| Q3 2023 | $1.1m | $1.3m | 1.21 |
| Q4 2023 | $582.4k | $457.6k | 0.79 |
| Q1 2024 | $868.8k | $1.6m | 1.87 |
Biggest buyers
| NOVO HOLDINGS A/S | New | +6.3m |
| FULLER & THALER ASSET MANAGEMENT, INC. | New | +1.8m |
| MORGAN STANLEY | Added | +428.9k |
| Allspring Global Investments Holdings, LLC | Added | +242.3k |
| Varma Mutual Pension Insurance Co | New | +156.0k |
| Man Group plc | Added | +136.0k |
| APG Asset Management N.V. | Added | +135.1k |
| BANK OF AMERICA CORP /DE/ | Added | +106.7k |
| FRANKLIN RESOURCES INC | Added | +104.2k |
| BRANDES INVESTMENT PARTNERS, LP | Added | +82.4k |
Biggest sellers
| CREDIT AGRICOLE S A | Reduced | -1.2m |
| Woodline Partners LP | Sold out | -371.6k |
| BlackRock Inc. | Reduced | -329.1k |
| JPMORGAN CHASE & CO | Reduced | -296.3k |
| Alberta Investment Management Corp | Sold out | -250.5k |
| FMR LLC | Reduced | -174.4k |
| MARSHALL WACE, LLP | Reduced | -137.6k |
| Qube Research & Technologies Ltd | Reduced | -117.8k |
| D. E. Shaw & Co., Inc. | Reduced | -109.0k |
| TWINBEECH CAPITAL LP | Sold out | -98.7k |
Biggest calls
| Walleye Trading LLC | New | $417.3k10.8k shares |
| CITADEL ADVISORS LLC | Reduced | $239.6k6.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $200.9k5.2k shares |
| SIMPLEX TRADING, LLC | New | $11.0k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $529.4k13.7k shares |
| WOLVERINE TRADING, LLC | New | $421.2k10.9k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Unchanged | $239.6k6.2k shares |
| GROUP ONE TRADING LLC | New | $158.4k4.1k shares |
| SIMPLEX TRADING, LLC | Added | $146.0k3.8k shares |
| CITADEL ADVISORS LLC | Reduced | $108.2k2.8k shares |
| Walleye Trading LLC | New | $19.3k500 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 2024
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 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 1 | $52.0k | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 2 | $364.1k | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 7.9m $303.9m | Reduced -329.1k |
| NOVO HOLDINGS A/S 7.98% of their portfolio | 6.3m $115.7m | New |
| VANGUARD GROUP INC 0.00% of their portfolio | 5.8m $225.4m | Added +29.2k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 3.6m $139.0m | Added +20.7k |
| AMERICAN CENTURY COMPANIES INC 0.08% of their portfolio | 3.2m $122.2m | Added +69.8k |
| Banco Santander, S.A. 1.16% of their portfolio | 2.5m $96.3m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 1.9m $75.6m | Reduced -15.8k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.31% of their portfolio | 1.8m $70.5m | New |
| APG Asset Management N.V. 0.11% of their portfolio | 1.8m $63.9m | Added +135.1k |
| BRANDES INVESTMENT PARTNERS, LP 0.64% of their portfolio | 1.3m $49.4m | Added +82.4k |
| MORGAN STANLEY 0.00% of their portfolio | 1.2m $48.1m | Added +428.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.1m $42.3m | Added +15.4k |
| GAMCO INVESTORS, INC. ET AL 0.39% of their portfolio | 997.7k $38.6m | Reduced -7.8k |
| GABELLI FUNDS LLC 0.28% of their portfolio | 971.9k $37.6m | Reduced -66.0k |
| LSV ASSET MANAGEMENT 0.07% of their portfolio | 919.2k $35.5m | Added +15.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 888.1k $34.3m | Reduced -296.3k |
| CREDIT AGRICOLE S A 0.50% of their portfolio | 810.0k $29.3m | Reduced -1.2m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 733.8k $28.4m | Added +38.2k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 645.8k $25.0m | Added +364 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 572.1k $22.1m | Reduced -26.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 524.5k $20.3m | Reduced -26.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 419.3k $16.2m | Reduced -12.8k |
| FMR LLC 0.00% of their portfolio | 414.9k $16.0m | Reduced -174.4k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 397.0k $15.3m | Added +15.1k |
| Invesco Ltd. 0.00% of their portfolio | 382.0k $14.8m | Reduced -47.1k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 335.6k $13.0m | Added +1.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 325.2k $12.6m | Added +106.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 313.9k $12.1m | Reduced -14.4k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 301.7k $11.7m | Reduced -137.6k |
| NORGES BANK 0.00% of their portfolio | 299.5k $11.6m | Reduced -18.5k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 292.4k $11.3m | Added +242.3k |
| Man Group plc 0.03% of their portfolio | 286.2k $11.1m | Added +136.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 259.2k $10.0m | Reduced -18.3k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 257.1k $9.9m | Reduced -22.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 249.9k $9.7m | Reduced -8.6k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 234.8k $9.1m | Reduced -3.9k |
| COMMERCE BANK 0.05% of their portfolio | 207.4k $8.0m | Reduced -1.3k |
| STOREBRAND ASSET MANAGEMENT AS 0.03% of their portfolio | 195.7k $7.6m | Unchanged |
| AXA S.A. 0.02% of their portfolio | 180.6k $7.0m | Reduced -57.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 178.3k $6.9m | Added +10.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 165.4k $6.4m | Reduced -2.7k |
| Varma Mutual Pension Insurance Co 0.05% of their portfolio | 156.0k $6.0m | New |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC 0.21% of their portfolio | 147.1k $5.7m | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 141.3k $5.5m | Reduced -1.7k |
| CHARTWELL INVESTMENT PARTNERS, LLC 0.19% of their portfolio | 140.9k $5.4m | Reduced -35.1k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 138.7k $5.4m | Reduced -5.4k |
| GREAT LAKES ADVISORS, LLC 0.04% of their portfolio | 126.8k $4.9m | Reduced -2.8k |
| Phocas Financial Corp. 0.55% of their portfolio | 126.0k $4.9m | Reduced -3.5k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 116.9k $4.5m | Reduced -40 |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 116.7k $4.5m | Added +45.6k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 115.9k $4.5m | Added +104.2k |
| Madison Asset Management, LLC 0.05% of their portfolio | 114.1k $4.4m | Reduced -724 |
| Public Sector Pension Investment Board 0.03% of their portfolio | 102.3k $4.0m | Reduced -3.1k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 97.3k $3.8m | Added +33.6k |
| Swiss National Bank 0.00% of their portfolio | 94.2k $3.6m | Reduced -900 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.05% of their portfolio | 93.4k $3.6m | Reduced -13.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 83.8k $3.2m | Reduced -731 |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 83.8k $3.2m | Added +8.5k |
| BURNEY CO/ 0.12% of their portfolio | 79.9k $3.1m | Added +211 |
| NICOLA WEALTH MANAGEMENT LTD. 0.38% of their portfolio | 74.2k $3.9m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 64.3k $2.5m | Unchanged |
| PDT Partners, LLC 0.23% of their portfolio | 62.0k $2.4m | Added +10.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 60.7k $2.3m | Reduced -8.4k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 58.4k $2.3m | Reduced -109.0k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 57.9k $2.2m | Reduced -117.8k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 50.0k $1.9m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 47.9k $1.9m | Reduced -3.4k |
| Plancorp, LLC 0.08% of their portfolio | 46.9k $1.8m | Reduced -3.5k |
| BARCLAYS PLC 0.00% of their portfolio | 44.4k $1.7m | Reduced -34.4k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.01% of their portfolio | 43.7k $1.7m | Reduced -194 |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 43.3k $1.7m | Reduced -2.0k |
| UBS Group AG 0.00% of their portfolio | 43.2k $1.7m | Added +1.9k |
| Quantedge Capital Pte Ltd 0.68% of their portfolio | 41.7k $1.6m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 41.5k $1.6m | Added +2.3k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 40.4k $1.6m | Added +8.2k |
| South Dakota Investment Council 0.03% of their portfolio | 37.9k $1.5m | Reduced -2.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 36.8k $1.4m | Reduced -8.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 36.3k $1.4m | Added +1.6k |
| CITIGROUP INC 0.00% of their portfolio | 33.2k $1.3m | Reduced -7.9k |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 32.9k $1.3m | Added +15.5k |
| Ziegler Capital Management, LLC 0.05% of their portfolio | 32.6k $1.3m | Unchanged |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.02% of their portfolio | 32.3k $1.2m | Added +14.5k |
| DUALITY ADVISERS, LP 0.12% of their portfolio | 31.9k $1.2m | Added +281 |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 30.4k $1.2m | Reduced -841 |
| COMERICA BANK 0.00% of their portfolio | 29.8k $1.2m | Added +5.7k |
| Illinois Municipal Retirement Fund 0.02% of their portfolio | 29.4k $1.1m | Reduced -770 |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 29.2k $1.1m | Added +9.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 27.3k $1.1m | Added +2.1k |
| Jackson Creek Investment Advisors LLC 0.38% of their portfolio | 27.2k $1.1m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 27.2k $1.1m | Added +13.0k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 26.9k $1.0m | Reduced -566 |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 26.3k $1.0m | Added +597 |
| MetLife Investment Management, LLC 0.01% of their portfolio | 25.5k $985.4k | Reduced -651 |
| Pacific Ridge Capital Partners, LLC 0.21% of their portfolio | 25.2k $974.7k | Reduced -6.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 25.0k $966.3k | Reduced -2.0k |
| Louisiana State Employees Retirement System 0.02% of their portfolio | 24.7k $954.4k | Reduced -700 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 24.1k $932.2k | Added +9.2k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 23.3k $900.4k | Reduced -3 |
| Allianz Asset Management GmbH 0.00% of their portfolio | 23.3k $899.3k | Reduced -451 |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 22.9k $969.1k | Unchanged |