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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$20M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$17.3M |
| 4 |
BlackRock
New York
|
+$15.1M |
| 5 |
TA
Tamarack Advisers
Carlsbad,
California
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LW
LLR Walnut
Philadelphia,
Pennsylvania
|
-$55.3M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$4.64M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$3.77M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$3.49M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$2.88M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Millennium Management
New York
| – | -$685K | -28,285 | Closed |
|
|
DIM
102
DC Investments Management
Mclean,
Virginia
| – | -$580K | -23,924 | Closed |
|
103
Norges Bank
Oslo,
Norway
| – | -$182K | -7,500 | Closed |
|
|
NIT
104
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$95K | -3,925 | Closed |
|
|
TRCT
105
Tower Research Capital (TRC)
New York
| – | -$68K | -2,807 | Closed |
|
|
SO
106
STRS Ohio
Columbus,
Ohio
| – | -$65K | -2,700 | Closed |
|
|
CCA
107
Catalyst Capital Advisors
Huntington,
New York
| – | -$5K | -200 | Closed |
|
|
HR
108
Howe & Rusling
Rochester,
New York
| – | -$2K | -100 | Closed |
|
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.