PHR icon

Phreesia
PHR

Overview Fund Activity

192 hedge funds and large institutions have $1.58B invested in Phreesia in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 30 closing their positions.

Holders
192
Holders Change
-11
Holders Change %
-5.42%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
58
Reduced
76
Closed
30
Calls
$12.7M
Puts
$2.52M
Net Calls
+$10.2M
Net Calls Change
+$10.8M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$79.8M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$28.3M
3
Millennium Management
3
Millennium Management
New York
$38.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$137M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$13.7M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$52.8M
2
GIM
2
Granahan Investment Management
Massachusetts
$29.2M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$8.04M
4
ECM
4
Engle Capital Management
Connecticut
$0
5
SPPAM
5
Summit Partners Public Asset Management
Massachusetts
$7.16M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$13.7M 443,070 +22,315 +5%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$13.7M 440,762 +440,762 New
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$12.3M 396,453 -5,131 -1%
Charles Schwab
29
Charles Schwab
California
$12.2M 393,218 +8,637 +2%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$10.7M 345,132 +37,778 +12%
Bank of America
31
Bank of America
North Carolina
$10.7M 344,147 -45,964 -12%
SAM
32
Silvercrest Asset Management
New York
$10.3M 331,908 +49,685 +18%
PCM
33
Peregrine Capital Management
Minnesota
$9.76M 314,747 -85 -0%
DCM
34
Driehaus Capital Management
Illinois
$9.1M 293,348 -122,292 -29%
TA
35
Tamarack Advisers
California
$8.99M 290,000 -30,000 -9%
William Blair & Company
36
William Blair & Company
Illinois
$8.59M 277,123 +72,997 +36%
Morgan Stanley
37
Morgan Stanley
New York
$8.45M 272,360 -5,077 -2%
Goldman Sachs
38
Goldman Sachs
New York
$8.36M 269,503 -126,669 -32%
Norges Bank
39
Norges Bank
Norway
$8.31M 268,008 – –
Lazard Asset Management
40
Lazard Asset Management
New York
$8.29M 267,336 -235 -0.1%
Axa
41
Axa
France
$8.27M 266,760 -2,593 -1%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$8.04M 259,290 -362,281 -58%
SPPAM
43
Summit Partners Public Asset Management
Massachusetts
$7.16M 230,856 -333,315 -59%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$5.76M 185,774 -1,526 -0.8%
Allspring Global Investments
45
Allspring Global Investments
North Carolina
$5.76M 185,767 +14,380 +8%
SBH
46
Segall Bryant & Hamill
Illinois
$5.19M 167,257 -39,218 -19%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$4.9M 158,100 -33,200 -17%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$4.8M 154,637 +39,015 +34%
SEI Investments
49
SEI Investments
Pennsylvania
$4.5M 145,211 +51,020 +54%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$4.31M 138,954 +70,275 +102%
1
2
3 4 5