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Prestige Consumer Healthcare

288 hedge funds and large institutions have $3.17B invested in Prestige Consumer Healthcare in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 98 increasing their positions, 106 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

91% more call options, than puts

Call options by funds: $153K | Put options by funds: $80K

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

9% more capital invested

Capital invested by funds: $2.92B → $3.17B (+$256M)

3% more funds holding

Funds holding: 279288 (+9)

1.57% more ownership

Funds ownership: 102.81%104.38% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 106

Holders
288
Holders Change
+9
Holders Change %
+3.23%
% of All Funds
4.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
98
Reduced
106
Closed
25
Calls
$153K
Puts
$80K
Net Calls
+$73K
Net Calls Change
-$99K
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
276
Glassman Wealth Services
Virginia
$1.53K
PWMG
277
Prestige Wealth Management Group
New Jersey
$1.41K
RFG
278
RFP Financial Group
Georgia
$1.22K -$1.78K -30 -60%
CFGS
279
Concourse Financial Group Securities
Alabama
$1.04K +$416 +7 +70%
CAL
280
Capital Advisors Ltd
Ohio
$1K
SIC
281
SJS Investment Consulting
Ohio
$980
FSWA
282
Financial Synergies Wealth Advisors
Texas
$939
PFBT
283
Parkside Financial Bank & Trust
Missouri
$919 -$1.84K -31 -67%
AF
284
Advisornet Financial
Minnesota
$857 -$59 -1 -7%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$612
DPW
286
DiNuzzo Private Wealth
Pennsylvania
$551 +$534 +9 New
AWM
287
Abound Wealth Management
Tennessee
$368
A
288
AlphaQuest
New York
$61 +$59 +1 New
Point72 Asset Management
289
Point72 Asset Management
Connecticut
-$7.78M -136,100 Closed
EGM
290
Engineers Gate Manager
New York
-$1.82M -31,854 Closed
SG Americas Securities
291
SG Americas Securities
New York
-$1.63M -28,543 Closed
ECM
292
ExodusPoint Capital Management
New York
-$1.58M -27,644 Closed
Connor, Clark & Lunn Investment Management (CC&L)
293
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.54M -27,009 Closed
MC
294
Maverick Capital
Texas
-$1.33M -23,172 Closed
HF
295
HRT Financial
New York
-$882K -15,431 Closed
WB
296
WesBanco Bank
West Virginia
-$635K -11,109 Closed
CIC
297
Cornercap Investment Counsel
Georgia
-$553K -9,675 Closed
EP
298
Edgestream Partners
New Jersey
-$506K -8,839 Closed
TI
299
Trexquant Investment
Connecticut
-$477K -8,340 Closed
TC
300
TwinBeech Capital
New York
-$473K -8,262 Closed

PBH Hedge Fund Activity: Q4 2023 in Review

288 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Prestige Consumer Healthcare (PBH) for Q4 2023, worth a combined $3.17B — up 8.8% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PBH positions and 25 closed out — a net gain of 12 holders — while 98 added to existing stakes and 106 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $39.2M. The largest seller was Dimensional Fund Advisors, cutting an estimated $10M.

  • 288 institutional investors held Prestige Consumer Healthcare (PBH) as of Q4 2023, up from 279 in Q3 2023.
  • Funds reported $3.17B of Prestige Consumer Healthcare stock for Q4 2023, up 8.8% quarter-over-quarter.
  • 37 funds opened new Prestige Consumer Healthcare positions in Q4 2023 and 25 closed out, a net change of +12 holders.
  • The largest Prestige Consumer Healthcare buyer in Q4 2023 was Morgan Stanley, an estimated $39.2M added.
  • The largest Prestige Consumer Healthcare seller in Q4 2023 was Dimensional Fund Advisors, an estimated $10M sold.

Based on aggregated 13F filings for Q4 2023.