Phreesia
PHR
185 hedge funds and large institutions have $2.93B invested in Phreesia in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 48 reducing their positions, and 35 closing their positions.
568% more call options, than puts
Call options by funds: $38.7M | Put options by funds: $5.8M
77% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 48
34% more capital invested
Capital invested by funds: $2.18B → $2.93B (+$743M)
0.46% less ownership
Funds ownership: 94.94% → 94.47% (-0.46%)
9% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 35
2% less funds holding
Funds holding: 188 → 185 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$125M |
| 2 |
BlackRock
New York
|
+$105M |
| 3 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$24.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.6M |
| 5 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
-$66.5M |
| 2 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$31.4M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$12.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$12.6M |
| 5 |
Renaissance Technologies
New York
|
-$8.4M |
PHR Hedge Fund Activity: Q2 2021 in Review
185 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q2 2021, worth a combined $2.93B — up 34% from $2.18B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of PHR and 32 opened new positions — a net loss of 3 holders — while 48 trimmed existing stakes and 85 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $125M. The largest seller was ARK Investment Management, cutting an estimated $66.5M.
- 185 institutional investors held Phreesia (PHR) as of Q2 2021, down from 188 in Q1 2021.
- Funds reported $2.93B of Phreesia stock for Q2 2021, up 34% quarter-over-quarter.
- 32 funds opened new Phreesia positions in Q2 2021 and 35 closed out, a net change of -3 holders.
- The largest Phreesia buyer in Q2 2021 was T. Rowe Price Associates, an estimated $125M added.
- The largest Phreesia seller in Q2 2021 was ARK Investment Management, an estimated $66.5M sold.
Based on aggregated 13F filings for Q2 2021.