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Prestige Consumer Healthcare

283 hedge funds and large institutions have $3.16B invested in Prestige Consumer Healthcare in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 103 increasing their positions, 114 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

833% more call options, than puts

Call options by funds: $56K | Put options by funds: $6K

9% more capital invested

Capital invested by funds: $2.91B → $3.16B (+$248M)

0.95% more ownership

Funds ownership: 100.88%101.83% (+0.95%)

10% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 114

2% less funds holding

Funds holding: 289283 (-6)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
283
Holders Change
-6
Holders Change %
-2.08%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
103
Reduced
114
Closed
31
Calls
$56K
Puts
$6K
Net Calls
+$50K
Net Calls Change
+$597K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
276
Capital Advisors Ltd
Ohio
$2K +$437 +7 +26%
JWM
277
Janiczek Wealth Management
Colorado
$1.89K
PWMG
278
Prestige Wealth Management Group
New Jersey
$1.44K
SWM
279
Spire Wealth Management
Virginia
$1.31K -$6.68K -107 -84%
AF
280
Advisornet Financial
Minnesota
$1.06K +$125 +2 +13%
SIC
281
SJS Investment Consulting
Ohio
$1.06K +$187 +3 +21%
FSWA
282
Financial Synergies Wealth Advisors
Texas
$940
DI
283
Disciplined Investments
Oklahoma
$877
ECM
284
Everence Capital Management
Indiana
$415
Wellington Management Group
285
Wellington Management Group
Massachusetts
-$18.3M -292,963 Closed
MGIM
286
M&G Investment Management
United Kingdom
-$3.36M -53,313 Closed
Squarepoint
287
Squarepoint
New York
-$2.5M -39,992 Closed
CSS
288
Cubist Systematic Strategies
Connecticut
-$2.27M -36,225 Closed
Primecap Management
289
Primecap Management
California
-$1.97M -31,400 Closed
AI
290
Axiom Investors
Connecticut
-$1.13M -18,120 Closed
Balyasny Asset Management
291
Balyasny Asset Management
Illinois
-$1.13M -18,110 Closed
JCIA
292
Jackson Creek Investment Advisors
Colorado
-$949K -15,161 Closed
OLA
293
Oliver Luxxe Assets
New Jersey
-$846K -13,519 Closed
BHCM
294
Boulder Hill Capital Management
New York
-$845K -13,500 Closed
TC
295
TwinBeech Capital
New York
-$610K -9,748 Closed
Schroder Investment Management Group
296
Schroder Investment Management Group
United Kingdom
-$561K -8,954 Closed
GCP
297
GSA Capital Partners
United Kingdom
-$363K -5,806 Closed
DCM
298
Dupont Capital Management
Delaware
-$355K -5,672 Closed
MYIA
299
Mount Yale Investment Advisors
Colorado
-$346K -5,534 Closed
DWP
300
Destiny Wealth Partners
Florida
-$328K -5,234 Closed

PBH Hedge Fund Activity: Q1 2023 in Review

283 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Prestige Consumer Healthcare (PBH) for Q1 2023, worth a combined $3.16B — up 8.5% from $2.91B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of PBH and 27 opened new positions — a net loss of 4 holders — while 114 trimmed existing stakes and 103 added.

The largest buyer was Westwood Holdings Group, adding an estimated $75.9M. The largest seller was Wellington Management Group, exiting entirely with an estimated $18.3M sold.

  • 283 institutional investors held Prestige Consumer Healthcare (PBH) as of Q1 2023, down from 289 in Q4 2022.
  • Funds reported $3.16B of Prestige Consumer Healthcare stock for Q1 2023, up 8.5% quarter-over-quarter.
  • 27 funds opened new Prestige Consumer Healthcare positions in Q1 2023 and 31 closed out, a net change of -4 holders.
  • The largest Prestige Consumer Healthcare buyer in Q1 2023 was Westwood Holdings Group, an estimated $75.9M added.
  • The largest Prestige Consumer Healthcare seller in Q1 2023 was Wellington Management Group, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2023.