Phreesia
PHR
179 hedge funds and large institutions have $1.56B invested in Phreesia in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 66 reducing their positions, and 20 closing their positions.
267% more call options, than puts
Call options by funds: $2.08M | Put options by funds: $566K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
25% more capital invested
Capital invested by funds: $1.25B → $1.56B (+$311M)
2% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 66
5% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 20
1% less funds holding
Funds holding: 181 → 179 (-2)
1.21% less ownership
Funds ownership: 93.57% → 92.36% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$7.08M |
| 2 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$6.43M |
| 3 |
Jennison Associates
New York
|
+$5.02M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$4.78M |
| 5 |
JP Morgan Chase
New York
|
+$3.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$10.1M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$7.95M |
| 3 |
Lazard Asset Management
New York
|
-$5.65M |
| 4 |
BlackRock
New York
|
-$4.15M |
| 5 |
Two Sigma Investments
New York
|
-$3.66M |
PHR Hedge Fund Activity: Q4 2022 in Review
179 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q4 2022, worth a combined $1.56B — up 25% from $1.25B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of PHR and 19 opened new positions — a net loss of 1 holder — while 66 trimmed existing stakes and 65 added.
The largest buyer was Millennium Management, adding an estimated $7.08M. The largest seller was Janus Henderson Group, cutting an estimated $10.1M.
- 179 institutional investors held Phreesia (PHR) as of Q4 2022, down from 181 in Q3 2022.
- Funds reported $1.56B of Phreesia stock for Q4 2022, up 25% quarter-over-quarter.
- 19 funds opened new Phreesia positions in Q4 2022 and 20 closed out, a net change of -1 holder.
- The largest Phreesia buyer in Q4 2022 was Millennium Management, an estimated $7.08M added.
- The largest Phreesia seller in Q4 2022 was Janus Henderson Group, an estimated $10.1M sold.
Based on aggregated 13F filings for Q4 2022.