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.
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: 289 → 283 (-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: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$75.9M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$48.8M |
| 3 |
Goldman Sachs
New York
|
+$25.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21.3M |
| 5 |
ClearBridge Investments
New York
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$18.3M |
| 2 |
BlackRock
New York
|
-$18.2M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$16.9M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$15.4M |
| 5 |
BC
Burney Company
Reston,
Virginia
|
-$13.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFO
301
Pathstone Family Office
Englewood,
New Jersey
| – | -$325K | -5,169 | Closed |
|
|
FL
302
Fort LP
Chevy Chase,
Maryland
| – | -$317K | -5,058 | Closed |
|
303
Fidelity International
Hamilton,
Bermuda
| – | -$235K | -3,748 | Closed |
|
|
ACM
304
Aquatic Capital Management
Chicago,
Illinois
| – | -$225K | -3,600 | Closed |
|
|
PCM
305
Palouse Capital Management
Spokane,
Washington
| – | -$8.64M | -3,325 | Closed |
|
|
VF
306
Virtu Financial
New York
| – | -$200K | -3,196 | Closed |
|
307
Rockefeller Capital Management
New York
| – | -$70K | -1,128 | Closed |
|
|
SWA
308
Sutton Wealth Advisors
Tampa,
Florida
| – | -$45.6K | -728 | Closed |
|
|
AS
309
Altshuler Shaham
Tel Aviv,
Israel
| – | -$27.3K | -436 | Closed |
|
|
OWA
310
One Wealth Advisors
San Francisco,
California
| – | -$18.5K | -296 | Closed |
|
|
IA
311
IFP Advisors
Tampa,
Florida
| – | -$12K | -235 | Closed |
|
|
EE
312
EWG Elevate
Roseville,
California
| – | -$4.38K | -70 | Closed |
|
313
Creative Planning
Overland Park,
Kansas
| – | -$2.88K | -46 | Closed |
|
|
NA
314
NewEdge Advisors
New Orleans,
Louisiana
| – | -$1.44K | -23 | 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.