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Prestige Consumer Healthcare

279 hedge funds and large institutions have $2.97B invested in Prestige Consumer Healthcare in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 129 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

416% more call options, than puts

Call options by funds: $397K | Put options by funds: $77K

1.32% less ownership

Funds ownership: 101.83%100.52% (-1.3%)

1% less funds holding

Funds holding: 283279 (-4)

6% less capital invested

Capital invested by funds: $3.16B → $2.97B (-$190M)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

33% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 129

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
279
Holders Change
-4
Holders Change %
-1.41%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
86
Reduced
129
Closed
28
Calls
$397K
Puts
$77K
Net Calls
+$320K
Net Calls Change
+$270K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$536M -$5.99M -100,088 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$341M -$4.68M -78,285 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$217M -$1.38M -23,118 -0.6%
Macquarie Group
4
Macquarie Group
Australia
$182M +$18.9M +315,178 +11%
State Street
5
State Street
Massachusetts
$111M -$2.39M -39,961 -2%
WHG
6
Westwood Holdings Group
Texas
$75.4M +$2.54M +42,410 +3%
Invesco
7
Invesco
Georgia
$74.4M -$1.75M -29,174 -2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$64.9M +$4.67M +78,120 +8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$62.8M +$1.61M +26,955 +3%
AI
10
Ariel Investments
Illinois
$55M +$3.99M +66,655 +8%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$54.3M -$4.99M -83,388 -8%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$44.3M -$19.1M -318,638 -30%
ACB
13
Aristotle Capital Boston
Massachusetts
$43.1M +$933K +15,596 +2%
Charles Schwab
14
Charles Schwab
California
$42M +$3.18M +53,140 +8%
Nordea Investment Management
15
Nordea Investment Management
Sweden
$41.9M -$3.35M -55,933 -7%
Victory Capital Management
16
Victory Capital Management
Texas
$41.4M +$544K +9,089 +1%
Northern Trust
17
Northern Trust
Illinois
$41.4M -$472K -7,891 -1%
LSV Asset Management
18
LSV Asset Management
Illinois
$38.3M -$7.24M -120,948 -16%
Morgan Stanley
19
Morgan Stanley
New York
$36.6M -$2.07M -34,541 -5%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.9M -$1.48M -24,685 -4%
RHJA
21
Rice Hall James & Associates
California
$33.5M -$454K -7,593 -1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$30.4M -$1.43M -23,947 -4%
Jennison Associates
23
Jennison Associates
New York
$27.6M +$2.42M +40,522 +10%
N
24
Nuveen
North Carolina
$26.9M -$7.84M -130,983 -22%
Goldman Sachs
25
Goldman Sachs
New York
$26.9M -$5.99M -100,043 -18%

PBH Hedge Fund Activity: Q2 2023 in Review

279 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Prestige Consumer Healthcare (PBH) for Q2 2023, worth a combined $2.97B — down 6% from $3.16B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of PBH and 25 opened new positions — a net loss of 3 holders — while 129 trimmed existing stakes and 86 added.

The largest buyer was Macquarie Group, adding an estimated $18.9M. The largest seller was Envestnet Asset Management, cutting an estimated $20.6M.

  • 279 institutional investors held Prestige Consumer Healthcare (PBH) as of Q2 2023, down from 283 in Q1 2023.
  • Funds reported $2.97B of Prestige Consumer Healthcare stock for Q2 2023, down 6% quarter-over-quarter.
  • 25 funds opened new Prestige Consumer Healthcare positions in Q2 2023 and 28 closed out, a net change of -3 holders.
  • The largest Prestige Consumer Healthcare buyer in Q2 2023 was Macquarie Group, an estimated $18.9M added.
  • The largest Prestige Consumer Healthcare seller in Q2 2023 was Envestnet Asset Management, an estimated $20.6M sold.

Based on aggregated 13F filings for Q2 2023.