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Phreesia

181 hedge funds and large institutions have $1.25B invested in Phreesia in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $1.18M

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

61% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 44

10% more funds holding

Funds holding: 164181 (+17)

1% less capital invested

Capital invested by funds: $1.26B → $1.25B (-$11.7M)

3.2% less ownership

Funds ownership: 96.77%93.57% (-3.2%)

Holders
181
Holders Change
+17
Holders Change %
+10.37%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
71
Reduced
44
Closed
16
Calls
$3.19M
Puts
$1.18M
Net Calls
+$2.01M
Net Calls Change
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$9.53M +$278K +11,121 +3%
PCM
27
Peregrine Capital Management
Minnesota
$8.9M +$639K +25,621 +8%
Goldman Sachs
28
Goldman Sachs
New York
$8.5M +$4.07M +163,260 +96%
DCM
29
Driehaus Capital Management
Illinois
$8.01M -$6.01M -240,819 -43%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$7.84M +$6.55M +262,636 +581%
Norges Bank
31
Norges Bank
Norway
$7.43M
TA
32
Tamarack Advisers
California
$6.63M +$374K +15,000 +6%
JP Morgan Chase
33
JP Morgan Chase
New York
$6.62M +$486K +19,482 +8%
Axa
34
Axa
France
$6.52M -$39.3K -1,573 -0.6%
Morgan Stanley
35
Morgan Stanley
New York
$6.03M +$1.75M +69,960 +42%
CI Investments Inc
36
CI Investments Inc
Ontario, Canada
$5.89M -$125K -5,000 -2%
SBH
37
Segall Bryant & Hamill
Illinois
$5.82M +$590K +23,631 +12%
SAM
38
Silvercrest Asset Management
New York
$5.6M -$134K -5,388 -2%
Two Sigma Investments
39
Two Sigma Investments
New York
$5.48M +$2.52M +101,111 +89%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$5.34M -$170M -6,814,448 -97%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$5.06M +$567K +22,736 +13%
William Blair & Company
42
William Blair & Company
Illinois
$4.95M -$91.5K -3,665 -2%
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$4.83M -$2.24M -89,874 -32%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$4.78M +$2.8M +112,100 +149%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$4.65M -$57K -2,286 -1%
Citadel Advisors
46
Citadel Advisors
Florida
$3.84M -$772K -30,931 -17%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$3.6M -$3.17M -127,088 -47%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$3.58M +$517K +20,716 +17%
BA
49
Bridgewater Associates
Connecticut
$3.54M -$74.6K -2,988 -2%
Invesco
50
Invesco
Georgia
$3.5M +$2.59M +103,909 +311%

PHR Hedge Fund Activity: Q3 2022 in Review

181 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q3 2022, worth a combined $1.25B — down 0.93% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PHR positions and 16 closed out — a net gain of 19 holders — while 71 added to existing stakes and 44 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $41.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $170M.

  • 181 institutional investors held Phreesia (PHR) as of Q3 2022, up from 164 in Q2 2022.
  • Funds reported $1.25B of Phreesia stock for Q3 2022, down 0.93% quarter-over-quarter.
  • 35 funds opened new Phreesia positions in Q3 2022 and 16 closed out, a net change of +19 holders.
  • The largest Phreesia buyer in Q3 2022 was Fidelity Investments, an estimated $41.4M added.
  • The largest Phreesia seller in Q3 2022 was T. Rowe Price Associates, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2022.