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Phreesia
PHR

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.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 56

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.23% less ownership

Funds ownership: 94.78% → 94.55% (-0.23%)

9% less funds holding

Funds holding: 192 → 174 (-18)

13% less call options, than puts

Call options by funds: $2.93M | Put options by funds: $3.37M

38% less capital invested

Capital invested by funds: $1.58B → $975M (-$602M)

46% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 37

Holders
174
Holders Change
-18
Holders Change %
-9.38%
% of All Funds
2.76%
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

Rank Fund Capital Flow
1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$17.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.8M
3
RSCM
Rock Springs Capital Management
Maryland
+$12.7M
4
WP
Woodline Partners
California
+$10.6M
5
OAM
Ophir Asset Management
Australia
+$9.48M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$12.3M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$10.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$9.64M
4
DCM
Driehaus Capital Management
Illinois
-$9.1M
5
Jennison Associates
Jennison Associates
New York
-$8.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mirae Asset Global Investments
51
Mirae Asset Global Investments
South Korea
$2.42M -$224K -8,338 -6%
Prudential Financial
52
Prudential Financial
New Jersey
$2.31M -$131K -4,887 -4%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$2.24M -$516K -19,163 -14%
Citadel Advisors
54
Citadel Advisors
Florida
$2.17M -$9.64M -358,208 -76%
Swiss National Bank
55
Swiss National Bank
Switzerland
$2.1M +$51.1K +1,900 +2%
BAM
56
Bullseye Asset Management
Colorado
$1.83M +$404K +15,000 +18%
Walleye Capital
57
Walleye Capital
New York
$1.82M +$2.61M +97,192 New
BA
58
Bridgewater Associates
Connecticut
$1.79M -$94.1K -3,499 -4%
Two Sigma Advisers
59
Two Sigma Advisers
New York
$1.73M -$1.76M -65,600 -41%
MCM
60
McKinley Capital Management
Alaska
$1.66M – – –
Jane Street
61
Jane Street
New York
$1.65M -$1.16M -43,069 -33%
BFM
62
Boothbay Fund Management
New York
$1.59M +$2.29M +85,030 New
BC
63
Birchview Capital
Vermont
$1.54M – – –
Squarepoint
64
Squarepoint
New York
$1.47M +$631K +23,459 +43%
Macquarie Group
65
Macquarie Group
Australia
$1.45M +$227K +8,445 +12%
Allianz Asset Management
66
Allianz Asset Management
Germany
$1.44M -$75K -2,788 -3%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$1.41M -$33.1K -1,229 -2%
CSS
68
Cubist Systematic Strategies
Connecticut
$1.4M +$1.57M +58,201 +344%
CCA
69
Conestoga Capital Advisors
Pennsylvania
$1.17M +$523K +19,430 +45%
Renaissance Technologies
70
Renaissance Technologies
New York
$1.12M +$1.61M +60,000 New
EIM
71
Essex Investment Management
Massachusetts
$1.11M -$903K -33,576 -36%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1.06M -$137K -5,079 -8%
AllianceBernstein
73
AllianceBernstein
Tennessee
$1.06M – – –
AG
74
Algert Global
California
$1.05M -$67.3K -2,500 -4%
DM
75
Diker Management
New York
$934K +$942K +35,000 +233%
1 2
3
4 5

PHR Hedge Fund Activity: Q3 2023 in Review

174 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q3 2023, worth a combined $975M — down 38% from $1.58B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of PHR and 20 opened new positions — a net loss of 17 holders — while 56 trimmed existing stakes and 67 added.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $17.9M. The largest seller was BlackRock, cutting an estimated $12.3M.

  • 174 institutional investors held Phreesia (PHR) as of Q3 2023, down from 192 in Q2 2023.
  • Funds reported $975M of Phreesia stock for Q3 2023, down 38% quarter-over-quarter.
  • 20 funds opened new Phreesia positions in Q3 2023 and 37 closed out, a net change of -17 holders.
  • The largest Phreesia buyer in Q3 2023 was Point72 Asset Management, an estimated $17.9M added.
  • The largest Phreesia seller in Q3 2023 was BlackRock, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2023.