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Phreesia

181 hedge funds and large institutions have $1.25B invested in Phreesia in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $1.18M

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

61% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 44

10% more funds holding

Funds holding: 164181 (+17)

1% less capital invested

Capital invested by funds: $1.26B → $1.25B (-$11.7M)

3.2% less ownership

Funds ownership: 96.77%93.57% (-3.2%)

Holders
181
Holders Change
+17
Holders Change %
+10.37%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
71
Reduced
44
Closed
16
Calls
$3.19M
Puts
$1.18M
Net Calls
+$2.01M
Net Calls Change
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
RPAM
51
Rhenman & Partners Asset Management
Sweden
$3.42M +$1.25M +50,000 +67%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$3.35M +$3.28M +131,448 New
Swiss National Bank
53
Swiss National Bank
Switzerland
$2.99M +$69.9K +2,800 +2%
AllianceBernstein
54
AllianceBernstein
Tennessee
$2.99M +$1.52M +60,792 +108%
CSS
55
Cubist Systematic Strategies
Connecticut
$2.82M +$478K +19,159 +21%
Prudential Financial
56
Prudential Financial
New Jersey
$2.57M +$1.37M +55,000 +120%
Macquarie Group
57
Macquarie Group
Australia
$2.27M +$229K +9,163 +12%
PAMS
58
Pictet Asset Management (Switzerland)
Switzerland
$2.13M +$336K +13,458 +19%
SCM
59
Silverarc Capital Management
Massachusetts
$2.12M +$130K +5,194 +7%
BAM
60
Bullseye Asset Management
Colorado
$2.12M -$24.5K -981 -1%
BC
61
Birchview Capital
Vermont
$2.11M
FAM
62
Fred Alger Management
New York
$2.03M +$1.99M +79,589 New
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$1.9M +$165K +6,631 +10%
AG
64
Algert Global
California
$1.85M +$1.81M +72,701 New
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$1.7M +$1.66M +66,662 New
EGI
66
EAM Global Investors
California
$1.61M +$1.58M +63,320 New
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$1.58M -$9.96K -399 -0.6%
NPA
68
Nichols & Pratt Advisers
Massachusetts
$1.57M -$499 -20 -0%
TI
69
Trexquant Investment
Connecticut
$1.37M +$1.34M +53,864 New
ECM
70
ExodusPoint Capital Management
New York
$1.3M +$1.27M +50,901 New
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$1.28M +$349K +13,980 +38%
Squarepoint
72
Squarepoint
New York
$1.24M -$909K -36,414 -43%
PFM
73
Premier Fund Managers
United Kingdom
$1.17M -$547K -21,935 -32%
EI
74
EAM Investors
California
$1.1M +$1.08M +43,127 New
Legal & General Group
75
Legal & General Group
United Kingdom
$1.08M -$258K -10,338 -20%

PHR Hedge Fund Activity: Q3 2022 in Review

181 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q3 2022, worth a combined $1.25B — down 0.93% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PHR positions and 16 closed out — a net gain of 19 holders — while 71 added to existing stakes and 44 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $41.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $170M.

  • 181 institutional investors held Phreesia (PHR) as of Q3 2022, up from 164 in Q2 2022.
  • Funds reported $1.25B of Phreesia stock for Q3 2022, down 0.93% quarter-over-quarter.
  • 35 funds opened new Phreesia positions in Q3 2022 and 16 closed out, a net change of +19 holders.
  • The largest Phreesia buyer in Q3 2022 was Fidelity Investments, an estimated $41.4M added.
  • The largest Phreesia seller in Q3 2022 was T. Rowe Price Associates, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2022.