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Phreesia
PHR

Overview Fund Activity

203 hedge funds and large institutions have $1.62B invested in Phreesia in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+25
Holders Change %
+14.04%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
68
Reduced
55
Closed
18
Calls
$2.48M
Puts
$3.11M
Net Calls
-$634K
Net Calls Change
-$2.15M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$26.1M
2
GIM
2
Granahan Investment Management
Massachusetts
$48M
3
SPPAM
3
Summit Partners Public Asset Management
Massachusetts
$18.2M
4
OAM
4
Ophir Asset Management
Australia
$18.1M
5
ECM
5
Engle Capital Management
Connecticut
$10.5M

Top Sellers

1
DM
1
Deerfield Management
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$230M
3
Millennium Management
3
Millennium Management
New York
$12.4M
4
TCM
4
TimesSquare Capital Management
New York
$15.2M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$13M -$49.9K -1,546 -0.4%
Goldman Sachs
27
Goldman Sachs
New York
$12.8M +$3.41M +105,653 +36%
Bank of America
28
Bank of America
North Carolina
$12.6M +$2.17M +67,284 +21%
Millennium Management
29
Millennium Management
New York
$12.4M -$23M -710,833 -65%
Charles Schwab
30
Charles Schwab
California
$12.4M +$17.4K +539 +0.1%
ECM
31
Engle Capital Management
Connecticut
$10.5M +$10.5M +325,000 New
TA
32
Tamarack Advisers
California
$10.3M +$1.13M +35,000 +12%
PCM
33
Peregrine Capital Management
Minnesota
$10.2M +$300K +9,293 +3%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$9.92M +$6.74M +208,874 +212%
CI Investments Inc
35
CI Investments Inc
Ontario, Canada
$9.35M +$2.49M +77,100 +36%
SAM
36
Silvercrest Asset Management
New York
$9.11M +$2.12M +65,801 +30%
Morgan Stanley
37
Morgan Stanley
New York
$8.96M +$2.01M +62,246 +29%
Axa
38
Axa
France
$8.7M +$358K +11,080 +4%
Norges Bank
39
Norges Bank
Norway
$8.65M -$761K -23,567 -8%
Lazard Asset Management
40
Lazard Asset Management
New York
$8.64M -$113K -3,492 -1%
Citadel Advisors
41
Citadel Advisors
Florida
$7.31M +$3.77M +116,714 +107%
SBH
42
Segall Bryant & Hamill
Illinois
$6.67M +$41.7K +1,291 +0.6%
William Blair & Company
43
William Blair & Company
Illinois
$6.59M +$401K +12,411 +6%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$6.18M +$255K +7,900 +4%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$6.05M -$446K -13,825 -7%
CSS
46
Cubist Systematic Strategies
Connecticut
$5.61M +$3.3M +102,165 +143%
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$5.53M +$5.51M +170,569 +20,852%
Two Sigma Investments
48
Two Sigma Investments
New York
$5.41M +$2.82M +87,312 +109%
Macquarie Group
49
Macquarie Group
Australia
$4.97M +$3.06M +94,639 +160%
Principal Financial Group
50
Principal Financial Group
Iowa
$4.9M +$4.9M +151,769 New
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