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Phreesia

164 hedge funds and large institutions have $1.26B invested in Phreesia in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $6.14M | Put options by funds: $2.69M

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

0.68% less ownership

Funds ownership: 97.45%96.77% (-0.68%)

4% less capital invested

Capital invested by funds: $1.31B → $1.26B (-$50.6M)

6% less funds holding

Funds holding: 175164 (-11)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

Holders
164
Holders Change
-11
Holders Change %
-6.29%
% of All Funds
2.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
65
Reduced
57
Closed
31
Calls
$6.14M
Puts
$2.69M
Net Calls
+$3.45M
Net Calls Change
-$884K
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
26
Park West Asset Management
California
$11M -$1.35M -61,250 -12%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$10.3M -$22.4K -1,018 -0.2%
Bank of America
28
Bank of America
North Carolina
$9.98M +$691K +31,370 +9%
Charles Schwab
29
Charles Schwab
California
$9.08M -$162K -7,349 -2%
PCM
30
Peregrine Capital Management
Minnesota
$8.1M -$205K -9,326 -3%
Norges Bank
31
Norges Bank
Norway
$7.29M +$2.46M +111,633 +62%
Voloridge Investment Management
32
Voloridge Investment Management
Florida
$6.99M +$4.91M +223,133 +397%
VOYA Investment Management
33
VOYA Investment Management
Georgia
$6.71M +$5.48M +248,845 +1,273%
Axa
34
Axa
France
$6.44M -$93.3K -4,238 -2%
TA
35
Tamarack Advisers
California
$6.13M +$1.54M +70,000 +40%
JP Morgan Chase
36
JP Morgan Chase
New York
$6.01M +$3.41M +154,963 +181%
CI Investments Inc
37
CI Investments Inc
Ontario, Canada
$5.91M -$396K -18,000 -7%
SAM
38
Silvercrest Asset Management
New York
$5.63M +$1.44M +65,254 +41%
SBH
39
Segall Bryant & Hamill
Illinois
$5.12M +$299K +13,558 +7%
William Blair & Company
40
William Blair & Company
Illinois
$4.95M -$3.56M -161,753 -45%
Mirae Asset Global Investments
41
Mirae Asset Global Investments
South Korea
$4.62M +$723K +32,824 +22%
Citadel Advisors
42
Citadel Advisors
Florida
$4.54M -$8.51M -386,479 -68%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$4.4M -$962K -43,695 -20%
Goldman Sachs
44
Goldman Sachs
New York
$4.26M -$521K -23,679 -12%
Morgan Stanley
45
Morgan Stanley
New York
$4.17M -$254K -11,552 -6%
BA
46
Bridgewater Associates
Connecticut
$3.55M +$223K +10,148 +8%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$3M +$274K +12,421 +12%
Swiss National Bank
48
Swiss National Bank
Switzerland
$2.87M +$143K +6,500 +6%
Two Sigma Investments
49
Two Sigma Investments
New York
$2.85M -$415K -18,864 -14%
CSS
50
Cubist Systematic Strategies
Connecticut
$2.29M -$2.47M -112,118 -55%

PHR Hedge Fund Activity: Q2 2022 in Review

164 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q2 2022, worth a combined $1.26B — down 3.8% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of PHR and 23 opened new positions — a net loss of 8 holders — while 57 trimmed existing stakes and 65 added.

The largest buyer was Fidelity Investments, adding an estimated $30M. The largest seller was BlackRock, cutting an estimated $29.5M.

  • 164 institutional investors held Phreesia (PHR) as of Q2 2022, down from 175 in Q1 2022.
  • Funds reported $1.26B of Phreesia stock for Q2 2022, down 3.8% quarter-over-quarter.
  • 23 funds opened new Phreesia positions in Q2 2022 and 31 closed out, a net change of -8 holders.
  • The largest Phreesia buyer in Q2 2022 was Fidelity Investments, an estimated $30M added.
  • The largest Phreesia seller in Q2 2022 was BlackRock, an estimated $29.5M sold.

Based on aggregated 13F filings for Q2 2022.