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Phreesia
PHR

98 hedge funds and large institutions have $562M invested in Phreesia in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 17 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 17

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

8.03% more ownership

Funds ownership: 66.44% → 74.47% (+8%)

2% more funds holding

Funds holding: 96 → 98 (+2)

12% less capital invested

Capital invested by funds: $635M → $562M (-$73M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
28
Increased
45
Reduced
17
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$26.4M
2
GIP
Granite Investment Partners
California
+$14.5M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$12.6M
4
CS
Credit Suisse
Switzerland
+$11.8M
5
GKIM
GW&K Investment Management
Massachusetts
+$10.6M

Top Sellers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
-$13.3M
2
TA
Tamarack Advisers
California
-$11.2M
3
ESCM
Echo Street Capital Management
New York
-$8.55M
4
LCM
LH Capital Markets
New York
-$7.99M
5
Marshall Wace
Marshall Wace
United Kingdom
-$5.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
101
LH Capital Markets
New York
– -$7.99M -300,000 Closed
Marshall Wace
102
Marshall Wace
United Kingdom
– -$5.77M -216,508 Closed
NIP
103
Nicholas Investment Partners
California
– -$5.38M -201,959 Closed
MS
104
Maven Securities
Jersey
– -$5.27M -198,077 Closed
MIM
105
Monashee Investment Management
Massachusetts
– -$4.49M -168,666 Closed
Lord, Abbett & Co
106
Lord, Abbett & Co
New Jersey
– -$4.44M -166,548 Closed
PCM
107
Pinz Capital Management
New York
– -$3.67M -137,961 Closed
BBA
108
Brookfield BHS Advisors
New York
– -$3.2M -120,000 Closed
MWNA
109
Marshall Wace North America
New York
– -$2.39M -89,872 Closed
California Public Employees Retirement System
110
California Public Employees Retirement System
California
– -$1.98M -74,394 Closed
HSBC Holdings
111
HSBC Holdings
United Kingdom
– -$1.16M -43,455 Closed
SSA
112
Schonfeld Strategic Advisors
New York
– -$1.09M -40,918 Closed
Alyeska Investment Group
113
Alyeska Investment Group
Illinois
– -$1.05M -39,316 Closed
Tudor Investment Corp
114
Tudor Investment Corp
Connecticut
– -$738K -27,685 Closed
ZP
115
Zimmer Partners
New York
– -$666K -25,000 Closed
ECM
116
ExodusPoint Capital Management
New York
– -$663K -24,888 Closed
OAC
117
OMERS Administration Corp
Ontario, Canada
– -$421K -15,800 Closed
MF
118
Magnetar Financial
Illinois
– -$396K -14,874 Closed
UOC
119
UBS O'Connor
Illinois
– -$320K -12,000 Closed
PCM
120
Pentwater Capital Management
Florida
– -$200K -7,500 Closed
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
– -$33K -1,231 Closed
AS
122
Altshuler Shaham
Israel
– -$29K -1,094 Closed
PCM
123
Prelude Capital Management
New York
– -$3K -100 Closed
1 2 3 4
5

PHR Hedge Fund Activity: Q1 2020 in Review

98 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q1 2020, worth a combined $562M — down 12% from $635M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PHR positions and 25 closed out — a net gain of 3 holders — while 45 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $26.4M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $13.3M sold.

  • 98 institutional investors held Phreesia (PHR) as of Q1 2020, up from 96 in Q4 2019.
  • Funds reported $562M of Phreesia stock for Q1 2020, down 12% quarter-over-quarter.
  • 28 funds opened new Phreesia positions in Q1 2020 and 25 closed out, a net change of +3 holders.
  • The largest Phreesia buyer in Q1 2020 was BlackRock, an estimated $26.4M added.
  • The largest Phreesia seller in Q1 2020 was ClearBridge Investments, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2020.