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Prestige Consumer Healthcare

279 hedge funds and large institutions have $2.92B invested in Prestige Consumer Healthcare in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 98 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $246K | Put options by funds: $74K

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

2.29% more ownership

Funds ownership: 100.52%102.81% (+2.3%)

0% more funds holding

Funds holding: 279279 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $2.97B → $2.92B (-$50.5M)

16% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 117

Holders
279
Holders Change
Holders Change %
0%
% of All Funds
4.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
98
Reduced
117
Closed
25
Calls
$246K
Puts
$74K
Net Calls
+$172K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
251
Private Trust Company
Ohio
$6.46K +$1.09K +18 +19%
CAM
252
ClariVest Asset Management
California
$6K -$1.03K -17 -16%
ME
253
McIlrath & Eck
Washington
$5.72K
RTL
254
Red Tortoise LLC
Georgia
$5.2K +$5.5K +91 New
ST
255
Smithfield Trust
Pennsylvania
$4K
FFA
256
Farther Finance Advisors
California
$3.83K +$967 +16 +31%
SPIA
257
Steward Partners Investment Advisory
New York
$3.72K
HI
258
Harbour Investments
Wisconsin
$2.92K -$7.25K -120 -70%
JWA
259
JFS Wealth Advisors
Pennsylvania
$2.92K
RFG
260
RFP Financial Group
Georgia
$2.86K
OIS
261
Okabena Investment Services
Minnesota
$2.75K
PFBT
262
Parkside Financial Bank & Trust
Missouri
$2.63K -$544 -9 -16%
BIA
263
Bell Investment Advisors
California
$2.23K -$907 -15 -28%
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$2.06K
SFG
265
Steward Financial Group
Texas
$2K +$2.54K +42 New
AF
266
Allworth Financial
California
$1.89K +$1.99K +33 New
JWM
267
Janiczek Wealth Management
Colorado
$1.72K
GWS
268
Glassman Wealth Services
Virginia
$1.43K -$1.69K -28 -53%
BBHC
269
Brown Brothers Harriman & Co
New York
$1.43K
PWMG
270
Prestige Wealth Management Group
New Jersey
$1.32K
CAL
271
Capital Advisors Ltd
Ohio
$1K
MCM
272
Manchester Capital Management
Vermont
$973
SIC
273
SJS Investment Consulting
Ohio
$916 +$242 +4 +33%
AF
274
Advisornet Financial
Minnesota
$858 -$60 -1 -6%
FSWA
275
Financial Synergies Wealth Advisors
Texas
$858

PBH Hedge Fund Activity: Q3 2023 in Review

279 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Prestige Consumer Healthcare (PBH) for Q3 2023, worth a combined $2.92B — down 1.7% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PBH positions and 25 closed out — a net gain of 3 holders — while 98 added to existing stakes and 117 trimmed.

The largest buyer was Ariel Investments, adding an estimated $97.2M. The largest seller was BlackRock, cutting an estimated $13.2M.

  • 279 institutional investors held Prestige Consumer Healthcare (PBH) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $2.92B of Prestige Consumer Healthcare stock for Q3 2023, down 1.7% quarter-over-quarter.
  • 28 funds opened new Prestige Consumer Healthcare positions in Q3 2023 and 25 closed out, a net change of +3 holders.
  • The largest Prestige Consumer Healthcare buyer in Q3 2023 was Ariel Investments, an estimated $97.2M added.
  • The largest Prestige Consumer Healthcare seller in Q3 2023 was BlackRock, an estimated $13.2M sold.

Based on aggregated 13F filings for Q3 2023.