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Phreesia
PHR

69 hedge funds and large institutions have $433M invested in Phreesia in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

49.9% more ownership

Funds ownership: 0% → 49.9% (+50%)

Holders
69
Holders Change
+69
Holders Change %
–
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
69
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
+$32M
2
BlackRock
BlackRock
New York
+$26M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$25.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$24.7M
5
Morgan Stanley
Morgan Stanley
New York
+$15.1M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WRF
26
Waddell & Reed Financial
Kansas
$2.88M +$3.13M +118,640 New
Geode Capital Management
27
Geode Capital Management
Massachusetts
$2.83M +$3.08M +116,742 New
ECM
28
Engle Capital Management
Connecticut
$2.67M +$2.9M +110,000 New
Wellington Management Group
29
Wellington Management Group
Massachusetts
$2.66M +$2.89M +109,540 New
PI
30
Putnam Investments
Massachusetts
$2.6M +$2.83M +107,425 New
Alyeska Investment Group
31
Alyeska Investment Group
Illinois
$2.42M +$2.64M +100,000 New
FAM
32
Fred Alger Management
New York
$2.34M +$2.55M +96,506 New
William Blair & Company
33
William Blair & Company
Illinois
$1.74M +$1.89M +71,704 New
Charles Schwab
34
Charles Schwab
California
$1.71M +$1.86M +70,391 New
HSBC Holdings
35
HSBC Holdings
United Kingdom
$1.41M +$1.53M +58,106 New
SAM
36
Silvercrest Asset Management
New York
$1.34M +$1.46M +55,452 New
N
37
Nuveen
North Carolina
$1.28M +$1.39M +52,815 New
Bank of New York Mellon
38
Bank of New York Mellon
New York
$1.16M +$1.26M +47,704 New
EA
39
Emerald Advisers
Pennsylvania
$1.04M +$1.13M +42,721 New
Goldman Sachs
40
Goldman Sachs
New York
$897K +$976K +37,006 New
Ameriprise
41
Ameriprise
Minnesota
$896K +$975K +36,969 New
Millennium Management
42
Millennium Management
New York
$685K +$746K +28,285 New
Bank of America
43
Bank of America
North Carolina
$609K +$664K +25,177 New
ZP
44
Zimmer Partners
New York
$606K +$659K +25,000 New
DIM
45
DC Investments Management
Virginia
$580K +$631K +23,924 New
TD Asset Management
46
TD Asset Management
Ontario, Canada
$524K +$570K +21,610 New
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$468K +$509K +19,311 New
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$387K +$421K +15,951 New
UOC
49
UBS O'Connor
Illinois
$380K +$414K +15,687 New
JP Morgan Chase
50
JP Morgan Chase
New York
$261K +$284K +10,774 New
1
2
3

PHR Hedge Fund Activity: Q3 2019 in Review

69 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q3 2019, worth a combined $433M.

Buyers outnumbered sellers: 69 funds opened new PHR positions and 0 closed out — a net gain of 69 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was TimesSquare Capital Management, opening a new position worth an estimated $32M.

  • 69 institutional investors held Phreesia (PHR) as of Q3 2019, up from 0 in Q2 2019.
  • Funds reported $433M of Phreesia stock for Q3 2019.
  • 69 funds opened new Phreesia positions in Q3 2019 and 0 closed out, a net change of +69 holders.
  • The largest Phreesia buyer in Q3 2019 was TimesSquare Capital Management, an estimated $32M added.

Based on aggregated 13F filings for Q3 2019.