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Prestige Consumer Healthcare

238 hedge funds and large institutions have $2.71B invested in Prestige Consumer Healthcare in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 108 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $588K | Put options by funds: $339K

12% more capital invested

Capital invested by funds: $2.42B → $2.71B (+$286M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.24% less ownership

Funds ownership: 98.8%98.56% (-0.24%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 243238 (-5)

32% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 108

Holders
238
Holders Change
-5
Holders Change %
-2.06%
% of All Funds
5.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
73
Reduced
108
Closed
30
Calls
$588K
Puts
$339K
Net Calls
+$249K
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
NEI
201
Northwest & Ethical Investments
Ontario, Canada
$92.8K +$86K +1,782 New
RCM
202
Riverhead Capital Management
Delaware
$89K
AG
203
Advisor Group
Arizona
$87K -$13.7K -284 -15%
US Bancorp
204
US Bancorp
Minnesota
$65K -$3.43K -71 -5%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$61K -$682K -14,130 -92%
LTFS
206
Ladenburg Thalmann Financial Services
Florida
$47K -$17.8K -368 -28%
IA
207
IFP Advisors
Florida
$44K
DADC
208
D.A. Davidson & Co
Montana
$39K -$820 -17 -2%
MFS
209
MSI Financial Services
Massachusetts
$38K -$132K -2,742 -79%
PRS
210
Pinkerton Retirement Specialists
Idaho
$34K -$965 -20 -3%
Creative Planning
211
Creative Planning
Kansas
$34K +$7.14K +148 +29%
EWM
212
Evercore Wealth Management
New York
$30K -$16K -332 -37%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$26K +$23.3K +483 New
BIG
214
Bellwether Investment Group
Tennessee
$25K +$23.3K +483 New
GXMC
215
Global X Management Company
New York
$23K -$97 -2 -0.5%
AIM
216
Advantage Investment Management
Iowa
$23K
CAW
217
Cornerstone Advisors (Washington)
Washington
$22K
IWM
218
IHT Wealth Management
Illinois
$21K +$19K +394 New
AA
219
Ancora Advisors
Ohio
$20K +$18.8K +390 New
Fuller & Thaler Asset Management
220
Fuller & Thaler Asset Management
California
$15K
CHP
221
Cable Hill Partners
Oregon
$12K
SIM
222
Sonora Investment Management
Arizona
$10.4K
VCM
223
Versant Capital Management
Arizona
$10K -$1.74K -36 -16%
WAM
224
Wealthspire Advisors (Maryland)
Maryland
$9K -$6.56K -136 -43%
FHA
225
First Horizon Advisors
Tennessee
$9K

PBH Hedge Fund Activity: Q4 2016 in Review

238 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Prestige Consumer Healthcare (PBH) for Q4 2016, worth a combined $2.71B — up 12% from $2.42B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of PBH and 29 opened new positions — a net loss of 1 holder — while 108 trimmed existing stakes and 73 added.

The largest buyer was Manor Road Capital Partners, adding an estimated $82.3M. The largest seller was Fidelity Investments, cutting an estimated $50.8M.

  • 238 institutional investors held Prestige Consumer Healthcare (PBH) as of Q4 2016, down from 243 in Q3 2016.
  • Funds reported $2.71B of Prestige Consumer Healthcare stock for Q4 2016, up 12% quarter-over-quarter.
  • 29 funds opened new Prestige Consumer Healthcare positions in Q4 2016 and 30 closed out, a net change of -1 holder.
  • The largest Prestige Consumer Healthcare buyer in Q4 2016 was Manor Road Capital Partners, an estimated $82.3M added.
  • The largest Prestige Consumer Healthcare seller in Q4 2016 was Fidelity Investments, an estimated $50.8M sold.

Based on aggregated 13F filings for Q4 2016.