We are live on ! Find out more
PBH icon

Prestige Consumer Healthcare

279 hedge funds and large institutions have $2.97B invested in Prestige Consumer Healthcare in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 129 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

416% more call options, than puts

Call options by funds: $397K | Put options by funds: $77K

1.32% less ownership

Funds ownership: 101.83%100.52% (-1.3%)

1% less funds holding

Funds holding: 283279 (-4)

6% less capital invested

Capital invested by funds: $3.16B → $2.97B (-$190M)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

33% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 129

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
279
Holders Change
-4
Holders Change %
-1.41%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
86
Reduced
129
Closed
28
Calls
$397K
Puts
$77K
Net Calls
+$320K
Net Calls Change
+$270K
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
251
Blue Trust Inc
Georgia
$7K -$75.5K -1,261 -92%
CAM
252
ClariVest Asset Management
California
$7K +$539 +9 +9%
ME
253
McIlrath & Eck
Washington
$5.94K
PTC
254
Private Trust Company
Ohio
$5.65K
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$4.46K -$9.16K -153 -67%
ST
256
Smithfield Trust
Pennsylvania
$4K
SPIA
257
Steward Partners Investment Advisory
New York
$3.86K
PFBT
258
Parkside Financial Bank & Trust
Missouri
$3.27K
BIA
259
Bell Investment Advisors
California
$3.21K +$359 +6 +13%
GWS
260
Glassman Wealth Services
Virginia
$3.15K +$479 +8 +18%
JWA
261
JFS Wealth Advisors
Pennsylvania
$3.03K -$239 -4 -7%
FFA
262
Farther Finance Advisors
California
$3.03K +$658 +11 +28%
RFG
263
RFP Financial Group
Georgia
$2.97K
OIS
264
Okabena Investment Services
Minnesota
$2.85K
FMII
265
Farmers & Merchants Investments Inc
Nebraska
$2.14K
JWM
266
Janiczek Wealth Management
Colorado
$1.78K
BBHC
267
Brown Brothers Harriman & Co
New York
$1.49K -$838 -14 -36%
PWMG
268
Prestige Wealth Management Group
New Jersey
$1.37K
MCM
269
Manchester Capital Management
Vermont
$1.01K -$6.58K -110 -87%
VI
270
Vestcor Inc
New Brunswick, Canada
$1K -$97.7K -1,633 -99%
CAL
271
Capital Advisors Ltd
Ohio
$1K -$838 -14 -41%
AF
272
Advisornet Financial
Minnesota
$951 -$60 -1 -6%
FSWA
273
Financial Synergies Wealth Advisors
Texas
$892
DI
274
Disciplined Investments
Oklahoma
$773 -$60 -1 -7%
SIC
275
SJS Investment Consulting
Ohio
$714 -$299 -5 -29%

PBH Hedge Fund Activity: Q2 2023 in Review

279 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Prestige Consumer Healthcare (PBH) for Q2 2023, worth a combined $2.97B — down 6% from $3.16B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of PBH and 25 opened new positions — a net loss of 3 holders — while 129 trimmed existing stakes and 86 added.

The largest buyer was Macquarie Group, adding an estimated $18.9M. The largest seller was Envestnet Asset Management, cutting an estimated $20.6M.

  • 279 institutional investors held Prestige Consumer Healthcare (PBH) as of Q2 2023, down from 283 in Q1 2023.
  • Funds reported $2.97B of Prestige Consumer Healthcare stock for Q2 2023, down 6% quarter-over-quarter.
  • 25 funds opened new Prestige Consumer Healthcare positions in Q2 2023 and 28 closed out, a net change of -3 holders.
  • The largest Prestige Consumer Healthcare buyer in Q2 2023 was Macquarie Group, an estimated $18.9M added.
  • The largest Prestige Consumer Healthcare seller in Q2 2023 was Envestnet Asset Management, an estimated $20.6M sold.

Based on aggregated 13F filings for Q2 2023.