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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
AIP
201
Ameritas Investment Partners
Nebraska
$316K +$12.4K +208 +4%
Capstone Investment Advisors
202
Capstone Investment Advisors
New York
$311K +$302K +5,083 New
KIA
203
KLR Investment Advisors
Rhode Island
$303K +$294K +4,948 New
Mariner
204
Mariner
Kansas
$298K +$289K +4,860 New
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$296K -$10.7K -180 -4%
PWG
206
Portside Wealth Group
Utah
$287K +$278K +4,688 New
FC
207
FORA Capital
Florida
$274K +$35.8K +603 +16%
Grantham, Mayo, Van Otterloo & Co (GMO)
208
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$261K -$153K -2,574 -38%
CGH
209
Crossmark Global Holdings
Texas
$260K -$93.2K -1,570 -27%
Lido Advisors
210
Lido Advisors
California
$260K +$252K +4,241 New
DI
211
DFPG Investments
Utah
$258K +$26.5K +447 +12%
VT
212
Vise Technologies
New York
$257K -$49.9K -840 -17%
M&T Bank
213
M&T Bank
New York
$253K +$17.2K +289 +8%
Acadian Asset Management
214
Acadian Asset Management
Massachusetts
$252K -$2.73M -46,032 -92%
FM
215
Foster & Motley
Ohio
$249K +$242K +4,073 New
AIM
216
Aigen Investment Management
New York
$237K +$230K +3,873 New
Mackenzie Financial
217
Mackenzie Financial
Ontario, Canada
$231K
FTDI
218
First Trust Direct Indexing
Massachusetts
$229K +$8.91K +150 +4%
VI
219
Vestcor Inc
New Brunswick, Canada
$226K
VPIM
220
Vanguard Personalized Indexing Management
California
$222K +$215K +3,619 New
Corient Private Wealth
221
Corient Private Wealth
Florida
$212K -$25.2K -424 -11%
CIBC Asset Management
222
CIBC Asset Management
Ontario, Canada
$205K +$199K +3,356 New
MML Investors Services
223
MML Investors Services
Massachusetts
$201K +$195K +3,283 New
US Bancorp
224
US Bancorp
Minnesota
$193K +$54.2K +912 +41%
Bessemer Group
225
Bessemer Group
New Jersey
$177K

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.