Phibro Animal Health
PAHC
141 hedge funds and large institutions have $513M invested in Phibro Animal Health in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 51 reducing their positions, and 14 closing their positions.
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
30% more capital invested
Capital invested by funds: $394M → $513M (+$119M)
4% more funds holding
Funds holding: 136 → 141 (+5)
3.62% more ownership
Funds ownership: 100.08% → 103.71% (+3.6%)
6% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$14.3M |
| 2 |
SGCIA
Smith Graham & Co Investment Advisors
Houston,
Texas
|
+$9.81M |
| 3 |
Goldman Sachs
New York
|
+$5.49M |
| 4 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$4.02M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$3.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$14.4M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$7.32M |
| 3 |
Millennium Management
New York
|
-$4.86M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$3.16M |
| 5 |
Renaissance Technologies
New York
|
-$2.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCV
151
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| – | -$45K | -2,305 | Closed |
|
152
Lazard Asset Management
New York
| – | -$33K | -1,721 | Closed |
|
|
ASN
153
Advisory Services Network
Atlanta,
Georgia
| – | -$27K | -1,359 | Closed |
|
|
ICP
154
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| – | -$9K | -476 | Closed |
|
|
PWPS
155
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$2K | -85 | Closed |
|
PAHC Hedge Fund Activity: Q1 2021 in Review
141 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Phibro Animal Health (PAHC) for Q1 2021, worth a combined $513M — up 30% from $394M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PAHC positions and 14 closed out — a net gain of 5 holders — while 54 added to existing stakes and 51 trimmed.
The largest buyer was Pzena Investment Management, adding an estimated $14.3M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $14.4M sold.
- 141 institutional investors held Phibro Animal Health (PAHC) as of Q1 2021, up from 136 in Q4 2020.
- Funds reported $513M of Phibro Animal Health stock for Q1 2021, up 30% quarter-over-quarter.
- 19 funds opened new Phibro Animal Health positions in Q1 2021 and 14 closed out, a net change of +5 holders.
- The largest Phibro Animal Health buyer in Q1 2021 was Pzena Investment Management, an estimated $14.3M added.
- The largest Phibro Animal Health seller in Q1 2021 was Janus Henderson Group, an estimated $14.4M sold.
Based on aggregated 13F filings for Q1 2021.