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 ($1.2m this quarter). Holder counts are more reliable. Shares outstanding: 49.3m as of 2024-07-31, 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 ≈ $40.13. Options: 5 managers hold calls ($586.7k notional), 5 hold puts ($891.6k).
Trends to Q2 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 |
| Q2 2024 | 259 |
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 |
| Q2 2024 | 121 | 119 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $1.1m | $1.3m | 1.21 |
| Q4 2023 | $582.4k | $457.6k | 0.79 |
| Q1 2024 | $868.8k | $1.6m | 1.87 |
| Q2 2024 | $586.7k | $891.6k | 1.52 |
Biggest buyers
| Weiss Asset Management LP | New | +410.8k |
| JPMORGAN CHASE & CO | Added | +373.6k |
| BRANDES INVESTMENT PARTNERS, LP | Added | +252.2k |
| AXA S.A. | Added | +179.9k |
| LSV ASSET MANAGEMENT | Added | +152.2k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +152.1k |
| GOLDMAN SACHS GROUP INC | Added | +146.4k |
| KESTREL INVESTMENT MANAGEMENT CORP | New | +120.8k |
| Allspring Global Investments Holdings, LLC | Added | +113.3k |
| Bank of New York Mellon Corp | Added | +101.5k |
Biggest sellers
| NOVO HOLDINGS A/S | Sold out | -6.3m |
| MORGAN STANLEY | Reduced | -857.2k |
| CREDIT AGRICOLE S A | Sold out | -810.0k |
| Banco Santander, S.A. | Reduced | -412.9k |
| FMR LLC | Reduced | -236.5k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -227.1k |
| BlackRock Inc. | Reduced | -192.2k |
| TWO SIGMA ADVISERS, LP | Reduced | -154.6k |
| Varma Mutual Pension Insurance Co | Reduced | -77.7k |
| VANGUARD GROUP INC | Reduced | -58.9k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $297.4k7.4k shares |
| Walleye Trading LLC | Reduced | $277.3k6.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $8.0k200 shares |
| GROUP ONE TRADING LLC | New | $4.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $490.3k12.2k shares |
| CITADEL ADVISORS LLC | Added | $237.1k5.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $132.0k3.3k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | $32.2k800 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 7.7m $308.4m | Reduced -192.2k |
| VANGUARD GROUP INC 0.00% of their portfolio | 5.8m $232.1m | Reduced -58.9k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 3.6m $145.5m | Added +24.5k |
| AMERICAN CENTURY COMPANIES INC 0.08% of their portfolio | 3.1m $126.0m | Reduced -28.6k |
| Banco Santander, S.A. 1.04% of their portfolio | 2.1m $83.6m | Reduced -412.9k |
| STATE STREET CORP 0.00% of their portfolio | 1.9m $78.2m | Reduced -12.2k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.32% of their portfolio | 1.9m $75.3m | Added +48.9k |
| APG Asset Management N.V. 0.12% of their portfolio | 1.8m $66.3m | Reduced -18.1k |
| BRANDES INVESTMENT PARTNERS, LP 0.76% of their portfolio | 1.5m $61.5m | Added +252.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.3m $50.7m | Added +373.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.1m $45.2m | Added +29.4k |
| LSV ASSET MANAGEMENT 0.09% of their portfolio | 1.1m $43.1m | Added +152.2k |
| GAMCO INVESTORS, INC. ET AL 0.42% of their portfolio | 972.7k $39.1m | Reduced -25.0k |
| GABELLI FUNDS LLC 0.29% of their portfolio | 940.9k $37.8m | Reduced -31.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 756.5k $30.4m | Added +22.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 673.6k $27.1m | Added +101.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio | 644.6k $25.9m | Reduced -1.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 509.0k $20.5m | Reduced -15.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 460.3k $18.5m | Added +146.4k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 424.2k $17.0m | Added +27.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 415.0k $16.7m | Reduced -4.3k |
| Weiss Asset Management LP 0.79% of their portfolio | 410.8k $16.5m | New |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 405.7k $16.3m | Added +113.3k |
| MORGAN STANLEY 0.00% of their portfolio | 388.7k $15.6m | Reduced -857.2k |
| AXA S.A. 0.02% of their portfolio | 360.6k $14.5m | Added +179.9k |
| Invesco Ltd. 0.00% of their portfolio | 345.6k $13.9m | Reduced -36.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 330.4k $13.3m | Added +152.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 327.7k $13.2m | Added +2.5k |
| Man Group plc 0.03% of their portfolio | 314.6k $12.6m | Added +28.4k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 278.1k $11.2m | Reduced -23.6k |
| NORGES BANK 0.00% of their portfolio | 261.4k $10.5m | Reduced -38.1k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 245.0k $9.8m | Added +10.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 244.4k $9.8m | Reduced -14.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 233.3k $9.4m | Reduced -16.6k |
| COMMERCE BANK 0.05% of their portfolio | 205.9k $8.3m | Reduced -1.5k |
| STOREBRAND ASSET MANAGEMENT AS 0.03% of their portfolio | 195.7k $7.9m | Unchanged |
| FMR LLC 0.00% of their portfolio | 178.3k $7.2m | Reduced -236.5k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 163.8k $6.6m | Added +47.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 160.9k $6.5m | Added +96.6k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 160.0k $6.4m | Reduced -5.4k |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC 0.22% of their portfolio | 147.1k $5.9m | Unchanged |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 141.9k $5.7m | Added +3.2k |
| Legal & General Group Plc 0.00% of their portfolio | 139.4k $5.6m | Reduced -2.0k |
| CHARTWELL INVESTMENT PARTNERS, LLC 0.19% of their portfolio | 136.7k $5.5m | Reduced -4.2k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 125.4k $5.0m | Added +9.5k |
| Phocas Financial Corp. 0.57% of their portfolio | 123.7k $5.0m | Reduced -2.3k |
| KESTREL INVESTMENT MANAGEMENT CORP 3.22% of their portfolio | 120.8k $4.9m | New |
| GREAT LAKES ADVISORS, LLC 0.04% of their portfolio | 120.1k $4.8m | Reduced -6.6k |
| Madison Asset Management, LLC 0.06% of their portfolio | 114.6k $4.6m | Added +540 |
| Public Sector Pension Investment Board 0.03% of their portfolio | 109.0k $4.4m | Added +6.7k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 108.5k $4.4m | Reduced -227.1k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 102.5k $4.1m | Reduced -154.6k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 97.8k $3.9m | Added +14.0k |
| Swiss National Bank 0.00% of their portfolio | 93.3k $3.7m | Reduced -900 |
| NICOLA WEALTH MANAGEMENT LTD. 0.44% of their portfolio | 90.2k $5.0m | Added +16.0k |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.05% of their portfolio | 87.1k $3.5m | Reduced -6.3k |
| Quantedge Capital Pte Ltd 1.24% of their portfolio | 85.4k $3.4m | Added +43.7k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 83.8k $3.4m | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 83.8k $3.4m | Added +71.8k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.28% of their portfolio | 83.1k $3.3m | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 81.7k $3.3m | Reduced -15.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 79.5k $3.2m | New |
| Varma Mutual Pension Insurance Co 0.03% of their portfolio | 78.3k $3.1m | Reduced -77.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 55.7k $2.2m | Reduced -4.9k |
| Cubist Systematic Strategies, LLC 0.04% of their portfolio | 55.5k $2.2m | Added +44.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 49.6k $2.0m | New |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 48.3k $1.9m | Added +24.9k |
| Plancorp, LLC 0.08% of their portfolio | 46.9k $1.9m | Reduced -39 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 46.7k $1.9m | Added +25.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 46.4k $1.9m | Reduced -1.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 44.0k $1.8m | Added +2.6k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 41.1k $1.7m | Reduced -2.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 41.0k $1.6m | Added +23.9k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 39.6k $1.6m | Reduced -802 |
| PDT Partners, LLC 0.15% of their portfolio | 38.9k $1.6m | Reduced -23.1k |
| South Dakota Investment Council 0.03% of their portfolio | 37.9k $1.5m | Reduced -46 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 37.8k $1.5m | Added +1.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 37.1k $1.5m | Added +7.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 36.8k $1.5m | Reduced -1 |
| CITIGROUP INC 0.00% of their portfolio | 35.8k $1.4m | Added +2.6k |
| State of Tennessee, Department of Treasury 0.01% of their portfolio | 35.7k $1.4m | Added +2.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 34.1k $1.4m | New |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 33.5k $1.3m | Added +7.1k |
| F/m Investments LLC 0.05% of their portfolio | 32.6k $1.3m | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 32.4k $1.3m | New |
| BURNEY CO/ 0.05% of their portfolio | 31.4k $1.3m | Reduced -48.5k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.02% of their portfolio | 30.8k $1.2m | New |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.02% of their portfolio | 30.1k $1.2m | Reduced -2.2k |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 29.1k $1.2m | Reduced -1.3k |
| ZACKS INVESTMENT MANAGEMENT 0.01% of their portfolio | 28.8k $1.2m | New |
| Corebridge Financial, Inc. 0.01% of their portfolio | 28.6k $1.1m | First filing |
| MetLife Investment Management, LLC 0.01% of their portfolio | 28.5k $1.1m | Added +3.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 27.5k $1.1m | Added +5.1k |
| Jackson Creek Investment Advisors LLC 0.40% of their portfolio | 27.2k $1.1m | Reduced -45 |
| Illinois Municipal Retirement Fund 0.02% of their portfolio | 27.2k $1.1m | Reduced -2.2k |
| COMERICA BANK 0.00% of their portfolio | 26.8k $1.1m | Reduced -2.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 26.7k $1.1m | Reduced -582 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 26.0k $1.0m | First filing |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 25.3k $1.0m | New |
| Pacific Ridge Capital Partners, LLC 0.24% of their portfolio | 25.3k $1.0m | Added +34 |