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Phreesia
PHR

98 hedge funds and large institutions have $562M invested in Phreesia in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 17 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 17

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

8.03% more ownership

Funds ownership: 66.44% → 74.47% (+8%)

2% more funds holding

Funds holding: 96 → 98 (+2)

12% less capital invested

Capital invested by funds: $635M → $562M (-$73M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
28
Increased
45
Reduced
17
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$26.4M
2
GIP
Granite Investment Partners
California
+$14.5M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$12.6M
4
CS
Credit Suisse
Switzerland
+$11.8M
5
GKIM
GW&K Investment Management
Massachusetts
+$10.6M

Top Sellers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
-$13.3M
2
TA
Tamarack Advisers
California
-$11.2M
3
ESCM
Echo Street Capital Management
New York
-$8.55M
4
LCM
LH Capital Markets
New York
-$7.99M
5
Marshall Wace
Marshall Wace
United Kingdom
-$5.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
26
Driehaus Capital Management
Illinois
$6.71M +$231K +8,443 +3%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$6.05M +$2.9M +105,804 +58%
TA
28
Tamarack Advisers
California
$5.26M -$11.2M -410,000 -62%
N
29
Nuveen
North Carolina
$4.84M +$5.59M +203,795 +777%
FA
30
Friess Associates
Delaware
$4.59M +$1.02M +37,290 +21%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$4.29M -$102K -3,736 -2%
PI
32
Putnam Investments
Massachusetts
$3.18M -$13K -475 -0.3%
Charles Schwab
33
Charles Schwab
California
$3.15M +$1.29M +47,129 +46%
VOYA Investment Management
34
VOYA Investment Management
Georgia
$2.92M +$3.8M +138,718 New
AP
35
AlpInvest Partners
Netherlands
$2.68M +$3.5M +127,574 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$2.47M +$1.15M +41,989 +56%
Bank of America
37
Bank of America
North Carolina
$2.23M -$936K -34,147 -24%
Calamos Advisors
38
Calamos Advisors
Illinois
$2.07M -$622K -22,681 -19%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$2.07M +$691K +25,212 +34%
William Blair & Company
40
William Blair & Company
Illinois
$2.03M -$106K -3,868 -4%
FAM
41
Fred Alger Management
New York
$2.02M -$1.22M -44,408 -32%
Goldman Sachs
42
Goldman Sachs
New York
$2.01M +$474K +17,304 +22%
MCM
43
McKinley Capital Management
Alaska
$1.9M +$2.48M +90,480 New
PA
44
Perceptive Advisors
New York
$1.42M – – –
Ameriprise
45
Ameriprise
Minnesota
$1.31M -$4.66K -170 -0.3%
BAM
46
Bullseye Asset Management
Colorado
$1.15M -$5.95K -217 -0.4%
Macquarie Group
47
Macquarie Group
Australia
$1.13M +$200K +7,290 +16%
Deutsche Bank
48
Deutsche Bank
Germany
$1.12M +$1.33M +48,516 +1,054%
EGI
49
EAM Global Investors
California
$1.11M +$1.45M +53,020 New
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$892K +$487K +17,773 +72%
1
2
3 4 5

PHR Hedge Fund Activity: Q1 2020 in Review

98 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q1 2020, worth a combined $562M — down 12% from $635M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PHR positions and 25 closed out — a net gain of 3 holders — while 45 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $26.4M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $13.3M sold.

  • 98 institutional investors held Phreesia (PHR) as of Q1 2020, up from 96 in Q4 2019.
  • Funds reported $562M of Phreesia stock for Q1 2020, down 12% quarter-over-quarter.
  • 28 funds opened new Phreesia positions in Q1 2020 and 25 closed out, a net change of +3 holders.
  • The largest Phreesia buyer in Q1 2020 was BlackRock, an estimated $26.4M added.
  • The largest Phreesia seller in Q1 2020 was ClearBridge Investments, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2020.