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Phreesia
PHR

96 hedge funds and large institutions have $635M invested in Phreesia in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

225% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 12

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

47% more capital invested

Capital invested by funds: $433M → $635M (+$203M)

39% more funds holding

Funds holding: 69 → 96 (+27)

16.54% more ownership

Funds ownership: 49.9% → 66.44% (+17%)

Holders
96
Holders Change
+27
Holders Change %
+39.13%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
39
Increased
33
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$30.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$20M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$17.3M
4
BlackRock
BlackRock
New York
+$15.1M
5
TA
Tamarack Advisers
California
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
LW
LLR Walnut
Pennsylvania
-$55.3M
2
American Century Companies
American Century Companies
Missouri
-$4.64M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$3.77M
4
TCM
TimesSquare Capital Management
New York
-$3.49M
5
WRF
Waddell & Reed Financial
Kansas
-$2.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$5.77M +$5.98M +216,508 New
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$5.53M -$94.3K -3,411 -2%
NIP
28
Nicholas Investment Partners
California
$5.38M +$475K +17,178 +9%
MS
29
Maven Securities
Jersey
$5.27M +$5.47M +198,077 New
Geode Capital Management
30
Geode Capital Management
Massachusetts
$4.84M +$1.8M +65,075 +56%
State Street
31
State Street
Massachusetts
$4.83M +$648K +23,428 +15%
FA
32
Friess Associates
Delaware
$4.82M +$5M +181,000 New
MIM
33
Monashee Investment Management
Massachusetts
$4.49M +$4.66M +168,666 New
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$4.44M -$3.77M -136,485 -45%
PI
35
Putnam Investments
Massachusetts
$4.04M +$1.22M +44,201 +41%
FAM
36
Fred Alger Management
New York
$3.74M +$1.21M +43,824 +45%
Bank of America
37
Bank of America
North Carolina
$3.74M +$3.18M +115,096 +457%
PCM
38
Pinz Capital Management
New York
$3.67M +$3.81M +137,961 New
Northern Trust
39
Northern Trust
Illinois
$3.56M -$141K -5,101 -4%
Calamos Advisors
40
Calamos Advisors
Illinois
$3.23M +$3.35M +121,057 New
BBA
41
Brookfield BHS Advisors
New York
$3.2M +$3.32M +120,000 New
Charles Schwab
42
Charles Schwab
California
$2.74M +$896K +32,430 +46%
William Blair & Company
43
William Blair & Company
Illinois
$2.67M +$790K +28,569 +40%
MWNA
44
Marshall Wace North America
New York
$2.39M +$2.48M +89,872 New
Goldman Sachs
45
Goldman Sachs
New York
$2.08M +$1.14M +41,164 +111%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$2.02M +$773K +27,950 +59%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.98M +$2.06M +74,394 New
Russell Investments Group
48
Russell Investments Group
United Kingdom
$1.95M +$1.97M +71,267 +3,668%
PA
49
Perceptive Advisors
New York
$1.86M +$1.93M +70,000 New
Ameriprise
50
Ameriprise
Minnesota
$1.67M +$710K +25,675 +69%
1
2
3 4 5

PHR Hedge Fund Activity: Q4 2019 in Review

96 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q4 2019, worth a combined $635M — up 47% from $433M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PHR positions and 12 closed out — a net gain of 27 holders — while 33 added to existing stakes and 20 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $30.1M. The largest seller was LLR Walnut, cutting an estimated $55.3M.

  • 96 institutional investors held Phreesia (PHR) as of Q4 2019, up from 69 in Q3 2019.
  • Funds reported $635M of Phreesia stock for Q4 2019, up 47% quarter-over-quarter.
  • 39 funds opened new Phreesia positions in Q4 2019 and 12 closed out, a net change of +27 holders.
  • The largest Phreesia buyer in Q4 2019 was Fidelity Investments, an estimated $30.1M added.
  • The largest Phreesia seller in Q4 2019 was LLR Walnut, an estimated $55.3M sold.

Based on aggregated 13F filings for Q4 2019.