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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 %
Invesco
51
Invesco
Georgia
$4.72M +$505K +15,653 +12%
Mirae Asset Global Investments
52
Mirae Asset Global Investments
South Korea
$4.45M -$70.1K -2,170 -2%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$4.35M -$1.48M -45,704 -25%
Prudential Financial
54
Prudential Financial
New Jersey
$4.25M -$223K -6,910 -5%
Neuberger Berman Group
55
Neuberger Berman Group
New York
$3.73M +$189K +5,841 +5%
RPAM
56
Rhenman & Partners Asset Management
Sweden
$3.7M -$926K -30,000 -20%
Federated Hermes
57
Federated Hermes
Pennsylvania
$3.5M +$3.5M +108,500 New
Swiss National Bank
58
Swiss National Bank
Switzerland
$3.48M -$391K -12,100 -10%
BA
59
Bridgewater Associates
Connecticut
$3.38M -$37.1K -1,150 -1%
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$3.37M -$1.08M -33,598 -24%
MCM
61
McKinley Capital Management
Alaska
$3.24M +$3.24M +100,360 New
Russell Investments Group
62
Russell Investments Group
United Kingdom
$3.23M +$3.21M +99,320 +13,278%
First Trust Advisors
63
First Trust Advisors
Illinois
$3.17M +$1.25M +38,844 +65%
SEI Investments
64
SEI Investments
Pennsylvania
$3.04M +$883K +27,350 +41%
EIM
65
Essex Investment Management
Massachusetts
$2.73M +$241K +7,469 +10%
Tudor Investment Corp
66
Tudor Investment Corp
Connecticut
$2.71M +$2.71M +83,946 New
BAM
67
Bullseye Asset Management
Colorado
$2.68M – – –
BC
68
Birchview Capital
Vermont
$2.67M – – –
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$2.59M +$114K +3,534 +5%
Allianz Asset Management
70
Allianz Asset Management
Germany
$2.57M +$2.57M +79,478 New
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$2.22M +$2.22M +68,679 New
State of New Jersey Common Pension Fund D
72
State of New Jersey Common Pension Fund D
New Jersey
$2.1M +$2.1M +65,046 New
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$2.03M +$262K +8,125 +15%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$2.01M -$21.3K -659 -1%
NPA
75
Nichols & Pratt Advisers
Massachusetts
$1.98M -$32.3K -1,000 -2%
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3
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