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Phreesia
PHR

96 hedge funds and large institutions have $635M invested in Phreesia in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

225% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 12

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

47% more capital invested

Capital invested by funds: $433M → $635M (+$203M)

39% more funds holding

Funds holding: 69 → 96 (+27)

16.54% more ownership

Funds ownership: 49.9% → 66.44% (+17%)

Holders
96
Holders Change
+27
Holders Change %
+39.13%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
39
Increased
33
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$30.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$20M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$17.3M
4
BlackRock
BlackRock
New York
+$15.1M
5
TA
Tamarack Advisers
California
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
LW
LLR Walnut
Pennsylvania
-$55.3M
2
American Century Companies
American Century Companies
Missouri
-$4.64M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$3.77M
4
TCM
TimesSquare Capital Management
New York
-$3.49M
5
WRF
Waddell & Reed Financial
Kansas
-$2.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
76
Credit Suisse
Switzerland
$221K +$230K +8,313 New
PCM
77
Pentwater Capital Management
Florida
$200K +$207K +7,500 New
AIG
78
American International Group
New York
$166K -$6.94K -251 -4%
MIM
79
MetLife Investment Management
New Jersey
$137K -$110K -3,968 -43%
Deutsche Bank
80
Deutsche Bank
Germany
$121K +$41.9K +1,516 +49%
Victory Capital Management
81
Victory Capital Management
Texas
$106K +$110K +3,968 New
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$99.4K -$79.9K -2,890 -44%
PAM
83
Panagora Asset Management
Massachusetts
$76K +$78.5K +2,841 New
Citigroup
84
Citigroup
New York
$55K +$44.3K +1,601 +339%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$33K +$34K +1,231 New
AS
86
Altshuler Shaham
Israel
$29K +$30.2K +1,094 New
AIP
87
Ameritas Investment Partners
Nebraska
$23K – – –
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$19K +$19.5K +707 New
Canada Life
89
Canada Life
Manitoba, Canada
$19K +$20K +724 New
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$16K +$16.6K +600 New
VFA
91
Valeo Financial Advisors
Indiana
$9K +$9.26K +335 New
SF
92
Synovus Financial
Georgia
$6K +$5.8K +210 New
PCM
93
Prelude Capital Management
New York
$3K -$44.2K -1,600 -94%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$3K -$912 -33 -20%
CFGS
95
Concourse Financial Group Securities
Alabama
$3K +$2.76K +100 New
BAM
96
Bellevue Asset Management
Washington
$1K +$884 +32 New
WRF
97
Waddell & Reed Financial
Kansas
– -$2.88M -118,640 Closed
ECM
98
Engle Capital Management
Connecticut
– -$2.67M -110,000 Closed
SAM
99
Silvercrest Asset Management
New York
– -$1.34M -55,452 Closed
EA
100
Emerald Advisers
Pennsylvania
– -$1.04M -42,721 Closed
1 2 3
4
5

PHR Hedge Fund Activity: Q4 2019 in Review

96 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q4 2019, worth a combined $635M — up 47% from $433M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PHR positions and 12 closed out — a net gain of 27 holders — while 33 added to existing stakes and 20 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $30.1M. The largest seller was LLR Walnut, cutting an estimated $55.3M.

  • 96 institutional investors held Phreesia (PHR) as of Q4 2019, up from 69 in Q3 2019.
  • Funds reported $635M of Phreesia stock for Q4 2019, up 47% quarter-over-quarter.
  • 39 funds opened new Phreesia positions in Q4 2019 and 12 closed out, a net change of +27 holders.
  • The largest Phreesia buyer in Q4 2019 was Fidelity Investments, an estimated $30.1M added.
  • The largest Phreesia seller in Q4 2019 was LLR Walnut, an estimated $55.3M sold.

Based on aggregated 13F filings for Q4 2019.