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Prestige Consumer Healthcare

183 hedge funds and large institutions have $1.82B invested in Prestige Consumer Healthcare in 2014 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

27% more capital invested

Capital invested by funds: $1.43B → $1.82B (+$391M)

9% more funds holding

Funds holding: 168183 (+15)

2.36% more ownership

Funds ownership: 101.43%103.79% (+2.4%)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

Holders
183
Holders Change
+15
Holders Change %
+8.93%
% of All Funds
5.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
32
Increased
65
Reduced
68
Closed
17
Calls
$1.41M
Puts
Net Calls
+$1.41M
Net Calls Change
-$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$193M +$25.6M +800,733 +16%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$130M +$1.49M +46,599 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$115M +$1.37M +42,844 +1%
BFA
4
BlackRock Fund Advisors
California
$98.4M -$2.8M -87,308 -3%
State Street
5
State Street
Massachusetts
$58.5M -$3.89M -121,573 -7%
BIT
6
BlackRock Institutional Trust
California
$56.8M +$3.87M +120,945 +8%
First Manhattan
7
First Manhattan
New York
$50.9M -$1.85M -57,766 -4%
Fisher Asset Management
8
Fisher Asset Management
Washington
$48.4M -$3.12M -97,475 -6%
GC
9
GW Capital
Washington
$45.5M -$6.49M -202,486 -13%
Invesco
10
Invesco
Georgia
$41.3M -$5.07M -158,214 -11%
Goldman Sachs
11
Goldman Sachs
New York
$38M -$8.72M -272,304 -20%
MRCP
12
Manor Road Capital Partners
New York
$32.4M +$5.61M +175,000 +22%
ACH
13
ArrowMark Colorado Holdings
Colorado
$32.1M -$8.11M -253,174 -21%
KAM
14
Keeley Asset Management
Illinois
$32M -$1.35M -42,000 -4%
CIP
15
Champlain Investment Partners
Vermont
$31.2M +$299K +9,320 +1%
Wells Fargo
16
Wells Fargo
California
$30.2M -$7.94M -247,975 -22%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$30.1M +$5.44M +169,814 +24%
O
18
OppenheimerFunds
New York
$29.8M +$4.86M +151,623 +21%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$28.2M +$11.2M +350,886 +73%
Principal Financial Group
20
Principal Financial Group
Iowa
$27.9M -$2.66M -82,888 -9%
RIM
21
Ranger Investment Management
Texas
$27.5M +$7.01M +218,770 +37%
Norges Bank
22
Norges Bank
Norway
$27.4M +$12.9M +403,997 +100%
AA
23
Ancient Art
Texas
$26.9M -$10.7M -335,548 -30%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$26M +$24.6M +767,410 New
CWAM
25
Columbia Wanger Asset Management
Illinois
$25.6M -$31.6M -986,000 -57%

PBH Hedge Fund Activity: Q2 2014 in Review

183 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Prestige Consumer Healthcare (PBH) for Q2 2014, worth a combined $1.82B — up 27% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PBH positions and 17 closed out — a net gain of 15 holders — while 65 added to existing stakes and 68 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $25.6M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $31.6M.

  • 183 institutional investors held Prestige Consumer Healthcare (PBH) as of Q2 2014, up from 168 in Q1 2014.
  • Funds reported $1.82B of Prestige Consumer Healthcare stock for Q2 2014, up 27% quarter-over-quarter.
  • 32 funds opened new Prestige Consumer Healthcare positions in Q2 2014 and 17 closed out, a net change of +15 holders.
  • The largest Prestige Consumer Healthcare buyer in Q2 2014 was Fidelity Investments, an estimated $25.6M added.
  • The largest Prestige Consumer Healthcare seller in Q2 2014 was Columbia Wanger Asset Management, an estimated $31.6M sold.

Based on aggregated 13F filings for Q2 2014.