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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
First Trust Advisors
76
First Trust Advisors
Illinois
$1.07M +$730K +29,258 +227%
EIM
77
Essex Investment Management
Massachusetts
$1.06M +$1.04M +41,756 New
UBS AM
78
UBS AM
Illinois
$1.03M
SEI Investments
79
SEI Investments
Pennsylvania
$973K +$312K +12,504 +49%
DTL
80
Dynamic Technology Lab
Singapore
$962K +$942K +37,750 New
AI
81
Atom Investors
Texas
$857K +$343K +13,742 +69%
WP
82
Woodline Partners
California
$840K -$494K -19,779 -37%
JCIA
83
Jackson Creek Investment Advisors
Colorado
$823K +$806K +32,313 New
ZIM
84
Zacks Investment Management
Illinois
$787K +$771K +30,889 New
SO
85
STRS Ohio
Ohio
$777K
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$775K
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$773K +$757K +30,327 New
Sumitomo Mitsui Trust Group
88
Sumitomo Mitsui Trust Group
Japan
$749K
OQS
89
Occudo Quantitative Strategies
Florida
$708K +$147K +5,882 +27%
MIM
90
MetLife Investment Management
New Jersey
$681K
SSA
91
Schonfeld Strategic Advisors
New York
$662K +$649K +26,000 New
PAM
92
Panagora Asset Management
Massachusetts
$633K +$385K +15,417 +163%
XT
93
XTX Topco
Cayman Islands
$622K +$609K +24,410 New
AIG
94
American International Group
New York
$594K +$8.21K +329 +1%
Deutsche Bank
95
Deutsche Bank
Germany
$580K -$126K -5,049 -18%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$553K +$251K +10,076 +87%
MHS
97
M Holdings Securities
Oregon
$539K
JRP
98
Jasper Ridge Partners
California
$531K
CB
99
Commerce Bank
Missouri
$501K
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$499K -$908K -36,384 -65%

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.