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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
BlackRock
1
BlackRock
New York
$555M +$15.9M +268,461 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$352M +$3.76M +63,375 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$210M -$10M -168,455 -5%
Macquarie Group
4
Macquarie Group
Australia
$187M -$3.42M -57,576 -2%
AI
5
Ariel Investments
Illinois
$156M +$1.25M +20,991 +0.8%
State Street
6
State Street
Massachusetts
$123M +$5.38M +90,598 +5%
Morgan Stanley
7
Morgan Stanley
New York
$81.3M +$39.2M +659,711 +99%
Invesco
8
Invesco
Georgia
$70.5M -$2.57M -43,269 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$70.4M +$3.19M +53,761 +5%
WHG
10
Westwood Holdings Group
Texas
$68.9M -$6.92M -116,547 -9%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$63.9M -$2.66M -44,747 -4%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$63.5M -$3.77M -63,461 -6%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$45.6M -$100K -1,689 -0.2%
Northern Trust
14
Northern Trust
Illinois
$44.7M +$380K +6,398 +0.9%
ACB
15
Aristotle Capital Boston
Massachusetts
$44.2M -$1.26M -21,205 -3%
CAM
16
Congress Asset Management
Massachusetts
$41.6M +$34.5M +581,685 +596%
Victory Capital Management
17
Victory Capital Management
Texas
$41.3M -$556K -9,362 -1%
RHJA
18
Rice Hall James & Associates
California
$40.8M +$6.68M +112,423 +20%
Charles Schwab
19
Charles Schwab
California
$40.2M -$2.37M -39,913 -6%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$39.8M -$1.13M -18,982 -3%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.1M +$1.8M +30,288 +5%
LSV Asset Management
22
LSV Asset Management
Illinois
$36.2M -$1.55M -26,100 -4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$29.6M -$367K -6,177 -1%
Norges Bank
24
Norges Bank
Norway
$27.7M +$509K +8,577 +2%
Jennison Associates
25
Jennison Associates
New York
$26.9M -$2.27M -38,259 -8%

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.