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Prestige Consumer Healthcare

235 hedge funds and large institutions have $2.73B invested in Prestige Consumer Healthcare in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 74 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

30% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 74

14% more capital invested

Capital invested by funds: $2.39B → $2.73B (+$342M)

14% more funds holding

Funds holding: 206235 (+29)

0.23% more ownership

Funds ownership: 100.56%100.79% (+0.23%)

74% less call options, than puts

Call options by funds: $553K | Put options by funds: $2.15M

Holders
235
Holders Change
+29
Holders Change %
+14.08%
% of All Funds
6.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
43
Increased
96
Reduced
74
Closed
12
Calls
$553K
Puts
$2.15M
Net Calls
-$1.6M
Net Calls Change
-$130K
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
201
MSI Financial Services
Massachusetts
$101K +$41.3K +831 +74%
LIA
202
LS Investment Advisors
Michigan
$100K -$1.84K -37 -2%
FAM
203
Fortaleza Asset Management
Illinois
$97K +$93.9K +1,890 New
Victory Capital Management
204
Victory Capital Management
Texas
$96K -$2.88K -58 -3%
CAW
205
Cornerstone Advisors (Washington)
Washington
$87K
LTFS
206
Ladenburg Thalmann Financial Services
Florida
$82K +$76.4K +1,538 +3,016%
CF
207
CenterStar Fund
Illinois
$71K
Citigroup
208
Citigroup
New York
$67K -$5.42K -109 -8%
EWM
209
Evercore Wealth Management
New York
$64K +$62.1K +1,250 New
WA
210
WFG Advisors
Texas
$62K
Zurich Cantonal Bank
211
Zurich Cantonal Bank
Switzerland
$62K +$33.1K +667 +126%
TCOV
212
Trust Company of Vermont
Vermont
$57K
IR
213
Invictus RG
Bermuda
$49K +$47.1K +948 New
IA
214
IFP Advisors
Florida
$38K +$36.7K +739 New
DADC
215
D.A. Davidson & Co
Montana
$34K -$9.29K -187 -22%
Walleye Trading
216
Walleye Trading
New York
$26K +$10.1K +203 +68%
WAM
217
Wealthspire Advisors (Maryland)
Maryland
$22K +$21.1K +425 New
HNB
218
Huntington National Bank
Ohio
$20K +$6.21K +125 +49%
GWM
219
Gupta Wealth Management
California
$20K +$14.1K +284 +258%
BFEC
220
Benjamin F. Edwards & Company
Missouri
$18K +$7.6K +153 +77%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$15K +$14.1K +284 New
VCM
222
Versant Capital Management
Arizona
$12K +$12.5K +251 New
SIM
223
Sonora Investment Management
Arizona
$10K -$8.49K -171 -46%
FNBT
224
FineMark National Bank & Trust
Florida
$10K
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$8K -$5.07K -102 -41%

PBH Hedge Fund Activity: Q4 2015 in Review

235 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Prestige Consumer Healthcare (PBH) for Q4 2015, worth a combined $2.73B — up 14% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PBH positions and 12 closed out — a net gain of 31 holders — while 96 added to existing stakes and 74 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $21.8M. The largest seller was Lord, Abbett & Co, cutting an estimated $28.3M.

  • 235 institutional investors held Prestige Consumer Healthcare (PBH) as of Q4 2015, up from 206 in Q3 2015.
  • Funds reported $2.73B of Prestige Consumer Healthcare stock for Q4 2015, up 14% quarter-over-quarter.
  • 43 funds opened new Prestige Consumer Healthcare positions in Q4 2015 and 12 closed out, a net change of +31 holders.
  • The largest Prestige Consumer Healthcare buyer in Q4 2015 was Acadian Asset Management, an estimated $21.8M added.
  • The largest Prestige Consumer Healthcare seller in Q4 2015 was Lord, Abbett & Co, an estimated $28.3M sold.

Based on aggregated 13F filings for Q4 2015.