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Phreesia
PHR

Overview Fund Activity

192 hedge funds and large institutions have $1.58B invested in Phreesia in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 30 closing their positions.

Holders
192
Holders Change
-11
Holders Change %
-5.42%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
58
Reduced
76
Closed
30
Calls
$12.7M
Puts
$2.52M
Net Calls
+$10.2M
Net Calls Change
+$10.8M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$79.8M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$28.3M
3
Millennium Management
3
Millennium Management
New York
$38.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$137M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$13.7M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$52.8M
2
GIM
2
Granahan Investment Management
Massachusetts
$29.2M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$8.04M
4
ECM
4
Engle Capital Management
Connecticut
$0
5
SPPAM
5
Summit Partners Public Asset Management
Massachusetts
$7.16M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
76
UBS AM
Illinois
$1.41M 43,725 – –
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$1.38M 44,564 -18,270 -29%
CCA
78
Conestoga Capital Advisors
Pennsylvania
$1.35M 43,385 – –
Ameriprise
79
Ameriprise
Minnesota
$1.31M 42,301 +3,143 +8%
CAM
80
ClariVest Asset Management
California
$1.28M 41,201 -6,984 -14%
Invesco
81
Invesco
Georgia
$1.21M 39,134 -107,055 -73%
PI
82
Putnam Investments
Massachusetts
$1.11M 35,880 -1,117 -3%
ECM
83
ExodusPoint Capital Management
New York
$966K 31,150 -5,476 -15%
Voloridge Investment Management
84
Voloridge Investment Management
Florida
$965K 31,134 -2,028 -6%
MNBTD
85
Moody National Bank Trust Division
Texas
$920K 29,682 -15,818 -35%
ZIM
86
Zacks Investment Management
Illinois
$914K 29,481 -249 -0.8%
LCM
87
Legato Capital Management
California
$880K 28,365 +8,012 +39%
Wells Fargo
88
Wells Fargo
California
$866K 27,931 +14,273 +105%
MIM
89
MetLife Investment Management
New Jersey
$828K 26,712 – –
SO
90
STRS Ohio
Ohio
$806K 26,000 +2,000 +8%
AIG
91
American International Group
New York
$762K 24,588 +616 +3%
Sumitomo Mitsui Trust Group
92
Sumitomo Mitsui Trust Group
Japan
$737K 23,769 – –
Deutsche Bank
93
Deutsche Bank
Germany
$729K 23,511 -10,665 -31%
Ensign Peak Advisors
94
Ensign Peak Advisors
Utah
$687K 22,140 +1,500 +7%
PFM
95
Premier Fund Managers
United Kingdom
$686K 22,983 -10,230 -31%
PP
96
PDT Partners
New York
$676K 21,800 +7,097 +48%
PCM
97
Prelude Capital Management
New York
$651K 21,008 +6,048 +40%
JRP
98
Jasper Ridge Partners
California
$647K 20,853 – –
VOYA Investment Management
99
VOYA Investment Management
Georgia
$637K 20,554 +77 +0.4%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$637K 20,545 +710 +4%
2 3
4
5 6