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Phreesia
PHR

Overview Fund Activity

174 hedge funds and large institutions have $975M invested in Phreesia in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 56 reducing their positions, and 37 closing their positions.

Holders
174
Holders Change
-18
Holders Change %
-9.38%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
67
Reduced
56
Closed
37
Calls
$2.93M
Puts
$3.37M
Net Calls
-$434K
Net Calls Change
-$10.6M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$12.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$147M
3
RSCM
3
Rock Springs Capital Management
Maryland
$33.2M
4
WP
4
Woodline Partners
California
$7.36M
5
OAM
5
Ophir Asset Management
Australia
$16.5M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
DCM
2
Driehaus Capital Management
Illinois
$0
3
BlackRock
3
BlackRock
New York
$74.2M
4
SPPAM
4
Summit Partners Public Asset Management
Massachusetts
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$8.57M 459,001 -1,256 -0.3%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$8.4M 449,813 +6,743 +2%
Lazard Asset Management
28
Lazard Asset Management
New York
$7.92M 424,047 +156,711 +59%
Charles Schwab
29
Charles Schwab
California
$7.42M 397,465 +4,247 +1%
WP
30
Woodline Partners
California
$7.36M 394,082 +394,082 New
Norges Bank
31
Norges Bank
Norway
$6.62M 354,186 +86,178 +32%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$6.51M 348,730 +348,730 New
CS
33
Candriam SCA
Luxembourg
$6.43M 344,168 +274,168 +392%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$6.4M 342,729 -156,310 -31%
SAM
35
Silvercrest Asset Management
New York
$6.2M 331,711 -197 -0.1%
Goldman Sachs
36
Goldman Sachs
New York
$6.15M 329,028 +59,525 +22%
PCM
37
Peregrine Capital Management
Minnesota
$6.09M 325,759 +11,012 +3%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$6.02M 322,219 -74,234 -19%
Bank of America
39
Bank of America
North Carolina
$5.92M 316,947 -27,200 -8%
PAMP
40
Polar Asset Management Partners
Ontario, Canada
$5.89M 315,500 +315,500 New
Axa
41
Axa
France
$4.8M 257,073 -9,687 -4%
WMSA
42
Weiss Multi-Strategy Advisers
New York
$4.26M 227,864 +227,864 New
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$4.15M 222,145 -37,145 -14%
TA
44
Tamarack Advisers
California
$4.02M 215,000 -75,000 -26%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$3.65M 195,275 +9,501 +5%
Morgan Stanley
46
Morgan Stanley
New York
$3.27M 174,846 -97,514 -36%
2C
47
272 Capital
Texas
$3.24M 173,579 +173,579 New
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$3.05M 163,392 +64,483 +65%
SBH
49
Segall Bryant & Hamill
Illinois
$2.56M 137,213 -30,044 -18%
SEI Investments
50
SEI Investments
Pennsylvania
$2.48M 132,698 -12,513 -9%
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