Church & Dwight Co., Inc. (NYSE: CHD) is a consumer staples company best known for its Arm & Hammer brand and a portfolio of household and personal care products. Shares recently traded around $85 per share, giving the company a market value of roughly $20.4 billion.
With the stock down about 19.6% over the past year, examining who owns Church & Dwight and how insiders are trading helps provide insight into how large investors may be reassessing the company’s long term earnings stability and cash flow profile.
Who Are Church & Dwight’s Top Shareholders?
Church & Dwight’s shareholder base is led by major institutional investors. These firms typically adjust positions gradually, which can help support long term ownership stability during periods of share price volatility. Recent filings show a mix of selective additions and measured trimming.
- The Vanguard Group: 31,032,674 shares (12.92%), ~$2.64B value. Reduced holdings by 686,289 shares (-2.16%).
- BlackRock Institutional Trust Company: 14,709,131 shares (6.13%), ~$1.25B value. Added 32,613 shares (+0.22%).
- State Street Investment Management (US): 13,786,818 shares (5.74%), ~$1.17B value. Added 319,763 shares (+2.37%).
- Capital International Investors: 9,568,128 shares (3.98%), ~$814M value. Added 50,296 shares (+0.53%).
- Fundsmith LLP: 6,794,644 shares (2.83%), ~$578M value. Reduced holdings by 29,645 shares (-0.43%).
- Geode Capital Management: 6,348,277 shares (2.64%), ~$540M value. Added 58,070 shares (+0.92%).
- JPMorgan Asset Management: 4,506,607 shares (1.88%), ~$383M value. Added 3,090 shares (+0.07%).
- Stifel, Nicolaus & Company: 4,328,302 shares (1.80%), ~$368M value. Added 215,547 shares (+5.24%).
- MFS Investment Management: 3,606,265 shares (1.50%), ~$307M value. Reduced holdings by 728,256 shares (-16.80%).
- Allspring Global Investments: 3,317,338 shares (1.38%), ~$282M value. Added 48,259 shares (+1.48%).
For investors, this ownership mix suggests Church & Dwight remains firmly supported by large passive institutions, while active managers appear to be fine tuning exposure rather than making aggressive directional bets.
Hedge Fund Highlights
One notable move last quarter came from Gotham Asset Management, founded by Joel Greenblatt, which increased its Church & Dwight position by about 595%. The firm now holds roughly $6.5M worth of the stock, which appears to reflect growing interest following the company’s recent share price pullback.
Jane Street Group also meaningfully raised its exposure, boosting its position by about 328% to nearly $15M, suggesting the firm may be seeing improved short term risk reward dynamics at current valuation levels.
Fisher Asset Management, led by Ken Fisher, increased its stake by roughly 51%, bringing its position to about $8.3M, a move that looks consistent with a longer term, fundamentals focused view of Church & Dwight’s cash flow profile.
Millennium Management, founded by Israel Englander, expanded its position by about 38%, now holding approximately $68M worth of Church & Dwight shares, indicating the stock remains relevant within its broader multi strategy portfolio.
For investors, hedge fund activity appears selective rather than widespread, pointing to cautious interest rather than broad based conviction.
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Church & Dwight’s Recent Insider Trades
Insider trades can offer additional context into how executives and directors may be managing personal exposure. Recent filings for Church & Dwight show several small purchases spread across multiple dates.
- Richard A. Dierker (Officer & Director): Purchased ~$501K, including 5,470 shares at ~$91.57.
- Surabhi Pokhriyal (Officer): Purchased ~$150K, buying 1,620 shares at ~$92.60.
- Michael Read (Officer): Purchased ~$183K, acquiring 2,000 shares at ~$91.27.
- Mark J. Magazine (Director): Reported ~$735K total, including 7,890 shares and an additional 750 shares at ~$93.16.
- Carlos G. Linares (Director): Purchased ~$2K in a small share transaction.
- Brian D. Buchert (Director): Purchased ~$3K in a small share transaction.
For investors, insider activity appears incremental and limited in size, suggesting these transactions provide context rather than strong directional signals.
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What the Ownership & Insider Trade Data Tell Us
Church & Dwight’s ownership structure remains stable and institutionally driven. Large passive managers continue to provide a steady base, while hedge funds and active managers show mixed positioning. Insider buying exists, but trade sizes remain small relative to the company’s roughly 240M shares outstanding.
For investors, the data points to cautious confidence, with institutions and insiders appearing comfortable holding Church & Dwight as expectations around growth and valuation continue to reset.
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