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Phreesia
PHR

98 hedge funds and large institutions have $562M invested in Phreesia in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 17 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 17

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

8.03% more ownership

Funds ownership: 66.44% → 74.47% (+8%)

2% more funds holding

Funds holding: 96 → 98 (+2)

12% less capital invested

Capital invested by funds: $635M → $562M (-$73M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
28
Increased
45
Reduced
17
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$26.4M
2
GIP
Granite Investment Partners
California
+$14.5M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$12.6M
4
CS
Credit Suisse
Switzerland
+$11.8M
5
GKIM
GW&K Investment Management
Massachusetts
+$10.6M

Top Sellers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
-$13.3M
2
TA
Tamarack Advisers
California
-$11.2M
3
ESCM
Echo Street Capital Management
New York
-$8.55M
4
LCM
LH Capital Markets
New York
-$7.99M
5
Marshall Wace
Marshall Wace
United Kingdom
-$5.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$870K +$708K +25,832 +166%
EI
52
EAM Investors
California
$867K +$1.13M +41,208 New
Prudential Financial
53
Prudential Financial
New Jersey
$780K +$451K +16,470 +80%
Swiss National Bank
54
Swiss National Bank
Switzerland
$732K +$16.4K +600 +2%
Squarepoint
55
Squarepoint
New York
$719K +$936K +34,167 New
EGM
56
Engineers Gate Manager
New York
$677K +$882K +32,196 New
Two Sigma Investments
57
Two Sigma Investments
New York
$674K +$878K +32,033 New
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$670K +$618K +22,553 +243%
OPERF
59
Oregon Public Employees Retirement Fund
Oregon
$614K +$800K +29,187 New
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$604K +$788K +28,736 New
American Century Companies
61
American Century Companies
Missouri
$582K -$24.4K -889 -3%
AI
62
Atom Investors
Texas
$566K +$738K +26,928 New
Baird Financial Group
63
Baird Financial Group
Wisconsin
$535K +$697K +25,436 New
CSS
64
Cubist Systematic Strategies
Connecticut
$522K +$680K +24,800 New
SEI Investments
65
SEI Investments
Pennsylvania
$492K +$31.4K +1,145 +5%
AllianceBernstein
66
AllianceBernstein
Tennessee
$490K +$638K +23,286 New
TD Asset Management
67
TD Asset Management
Ontario, Canada
$452K -$2.74K -100 -0.5%
Wellington Management Group
68
Wellington Management Group
Massachusetts
$436K -$1.78K -65 -0.3%
AIG
69
American International Group
New York
$339K +$271K +9,903 +159%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$311K +$405K +14,774 New
UBS Group
71
UBS Group
Switzerland
$293K +$34.4K +1,256 +10%
MIM
72
MetLife Investment Management
New Jersey
$257K +$194K +7,083 +137%
SCM
73
Silvant Capital Management
Georgia
$215K – – –
Truist Financial
74
Truist Financial
North Carolina
$210K +$274K +9,990 New
SG Americas Securities
75
SG Americas Securities
New York
$202K +$263K +9,600 New
1 2
3
4 5

PHR Hedge Fund Activity: Q1 2020 in Review

98 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q1 2020, worth a combined $562M — down 12% from $635M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PHR positions and 25 closed out — a net gain of 3 holders — while 45 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $26.4M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $13.3M sold.

  • 98 institutional investors held Phreesia (PHR) as of Q1 2020, up from 96 in Q4 2019.
  • Funds reported $562M of Phreesia stock for Q1 2020, down 12% quarter-over-quarter.
  • 28 funds opened new Phreesia positions in Q1 2020 and 25 closed out, a net change of +3 holders.
  • The largest Phreesia buyer in Q1 2020 was BlackRock, an estimated $26.4M added.
  • The largest Phreesia seller in Q1 2020 was ClearBridge Investments, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2020.