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Phreesia
PHR

Overview Fund Activity

177 hedge funds and large institutions have $3.05B invested in Phreesia in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 29 closing their positions.

Holders
177
Holders Change
-8
Holders Change %
-4.32%
% of All Funds
3.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
75
Reduced
55
Closed
29
Calls
$10.2M
Puts
$6.62M
Net Calls
+$3.6M
Net Calls Change
-$29.3M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$211M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$483M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$42.1M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$22.8M
5
BlackRock
5
BlackRock
New York
$374M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$388M
2
TCM
2
TimesSquare Capital Management
New York
$43.9M
3
ECM
3
Engle Capital Management
Connecticut
$0
4
Brown Advisory
4
Brown Advisory
Maryland
$81.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.53M
Name Market Value Shares Shares
Change 		Shares
Change %
DCM
26
Driehaus Capital Management
Illinois
$23.1M 375,008 -3,349 -0.9%
CI Investments Inc
27
CI Investments Inc
Ontario, Canada
$22.8M 368,780 +368,780 New
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$22.1M 322,817 -45,504 -12%
Charles Schwab
29
Charles Schwab
California
$21.5M 347,977 +90,371 +35%
Allianz Asset Management
30
Allianz Asset Management
Germany
$20.5M 332,238 +49,757 +18%
Lazard Asset Management
31
Lazard Asset Management
New York
$20.3M 329,763 -78,681 -19%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$20M 324,463 +27,686 +9%
Bank of America
33
Bank of America
North Carolina
$19.8M 321,167 -464 -0.1%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$15.9M 257,318 +54,406 +27%
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$14.6M 237,059 -45,609 -16%
PCM
36
Peregrine Capital Management
Minnesota
$14.6M 236,661 -16,127 -6%
Goldman Sachs
37
Goldman Sachs
New York
$14M 226,224 +165,347 +272%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$13.4M 216,499 +66,042 +44%
KCM
39
Kornitzer Capital Management
Kansas
$13.2M 213,444 -160,980 -43%
EOJOAM
40
E. Ohman J:or Asset Management
Sweden
$13.2M 213,143 +9,100 +4%
PI
41
Putnam Investments
Massachusetts
$9.45M 153,222 -2,664 -2%
Millennium Management
42
Millennium Management
New York
$9.27M 150,162 -129,172 -46%
SBH
43
Segall Bryant & Hamill
Illinois
$9.1M 147,437 +92,050 +166%
Morgan Stanley
44
Morgan Stanley
New York
$8.55M 138,620 -20,539 -13%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$8.38M 135,811 +121,174 +828%
PFM
46
Premier Fund Managers
United Kingdom
$8.33M 137,359 – –
Ameriprise
47
Ameriprise
Minnesota
$8.18M 132,651 -104,557 -44%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$7.81M 126,587 +3,089 +3%
RPAM
49
Rhenman & Partners Asset Management
Sweden
$7.62M 123,465 -136,535 -53%
SAM
50
Silvercrest Asset Management
New York
$7.53M 122,017 -34,943 -22%
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