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Phreesia
PHR

Overview Fund Activity

186 hedge funds and large institutions have $1.21B invested in Phreesia in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 50 reducing their positions, and 25 closing their positions.

Holders
186
Holders Change
+12
Holders Change %
+6.9%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
77
Reduced
50
Closed
25
Calls
$12.6M
Puts
$20.7M
Net Calls
-$8.08M
Net Calls Change
-$7.65M

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$91.5M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$12.8M
3
GF
3
Greenhouse Funds
Maryland
$11M
4
RSCM
4
Rock Springs Capital Management
Maryland
$51.1M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$41.9M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$898K
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$7.29M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.24M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
76
UBS AM
Illinois
$1.21M 52,288 +3,469 +7%
PI
77
Putnam Investments
Massachusetts
$1.21M 52,144 +15,376 +42%
MNBTD
78
Moody National Bank Trust Division
Texas
$1.16M 50,067 +8,021 +19%
DM
79
Diker Management
New York
$1.16M 50,000 – –
Legal & General Group
80
Legal & General Group
United Kingdom
$1.1M 47,401 -47 -0.1%
CAM
81
ClariVest Asset Management
California
$1.05M 45,315 +4,090 +10%
Sumitomo Mitsui Trust Group
82
Sumitomo Mitsui Trust Group
Japan
$912K 39,386 +7,976 +25%
Jennison Associates
83
Jennison Associates
New York
$898K 38,778 -2,199,180 -98%
AIM
84
Arcadia Investment Management
Michigan
$876K 37,840 +16,140 +74%
Invesco
85
Invesco
Georgia
$844K 36,442 -6,372 -15%
PCM
86
Prelude Capital Management
New York
$773K 33,409 +3,561 +12%
Nomura Holdings
87
Nomura Holdings
Japan
$735K 31,743 +31,743 New
NPA
88
Nichols & Pratt Advisers
Massachusetts
$727K 31,390 -6,225 -17%
Two Sigma Investments
89
Two Sigma Investments
New York
$718K 31,015 +17,514 +130%
LA
90
Legacy Advisors
Pennsylvania
$672K 29,010 +10,010 +53%
GCM
91
Graham Capital Management
Connecticut
$660K 28,528 +28,528 New
LCM
92
Legato Capital Management
California
$640K 27,644 – –
Deutsche Bank
93
Deutsche Bank
Germany
$622K 26,863 -479 -2%
MIM
94
MetLife Investment Management
New Jersey
$618K 26,712 – –
AIG
95
American International Group
New York
$610K 26,342 +591 +2%
SO
96
STRS Ohio
Ohio
$601K 26,000 – –
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$597K 25,781 -280 -1%
CP
98
CenterBook Partners
Connecticut
$536K 23,155 +4,729 +26%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$532K 22,990 +7,082 +45%
Ensign Peak Advisors
100
Ensign Peak Advisors
Utah
$530K 22,890 +750 +3%
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4
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