Phreesia
PHR
139 hedge funds and large institutions have $839M invested in Phreesia in 2020 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 54 increasing their positions, 21 reducing their positions, and 12 closing their positions.
342% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 12
157% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 21
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
49% more capital invested
Capital invested by funds: $562M → $839M (+$277M)
42% more funds holding
Funds holding: 98 → 139 (+41)
4.26% more ownership
Funds ownership: 74.47% → 78.73% (+4.3%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $16K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$18.8M |
| 2 |
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
+$18.7M |
| 3 |
Select Equity Group
New York
|
+$17.5M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
+$16.6M |
| 5 |
Jennison Associates
New York
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LW
LLR Walnut
Philadelphia,
Pennsylvania
|
-$79.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$22.8M |
| 3 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$11.1M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$7.02M |
| 5 |
Morgan Stanley
New York
|
-$5.34M |
PHR Hedge Fund Activity: Q2 2020 in Review
139 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q2 2020, worth a combined $839M — up 49% from $562M a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new PHR positions and 12 closed out — a net gain of 41 holders — while 54 added to existing stakes and 21 trimmed.
The largest buyer was Credit Suisse, adding an estimated $18.8M. The largest seller was LLR Walnut, exiting entirely with an estimated $79.4M sold.
- 139 institutional investors held Phreesia (PHR) as of Q2 2020, up from 98 in Q1 2020.
- Funds reported $839M of Phreesia stock for Q2 2020, up 49% quarter-over-quarter.
- 53 funds opened new Phreesia positions in Q2 2020 and 12 closed out, a net change of +41 holders.
- The largest Phreesia buyer in Q2 2020 was Credit Suisse, an estimated $18.8M added.
- The largest Phreesia seller in Q2 2020 was LLR Walnut, an estimated $79.4M sold.
Based on aggregated 13F filings for Q2 2020.