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Phreesia
PHR

164 hedge funds and large institutions have $1.26B invested in Phreesia in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $6.14M | Put options by funds: $2.69M

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

0.68% less ownership

Funds ownership: 97.45% → 96.77% (-0.68%)

4% less capital invested

Capital invested by funds: $1.31B → $1.26B (-$50.6M)

6% less funds holding

Funds holding: 175 → 164 (-11)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

Holders
164
Holders Change
-11
Holders Change %
-6.29%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
65
Reduced
57
Closed
31
Calls
$6.14M
Puts
$2.69M
Net Calls
+$3.45M
Net Calls Change
-$884K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$30M
2
Millennium Management
Millennium Management
New York
+$25.2M
3
DM
Deerfield Management
New York
+$18.9M
4
Brown Advisory
Brown Advisory
Maryland
+$12M
5
PC
PointState Capital
New York
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$29.5M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$24.5M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$13.7M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$10.6M
5
Jennison Associates
Jennison Associates
New York
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$291K +$42.5K +1,929 +20%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$287K +$7.68K +349 +3%
RJA
103
Raymond James & Associates
Florida
$274K +$35.6K +1,619 +17%
SRAM
104
Spouting Rock Asset Management
Pennsylvania
$273K +$240K +10,903 New
Principal Financial Group
105
Principal Financial Group
Iowa
$268K -$817K -37,111 -78%
Public Employees Retirement Association of Colorado
106
Public Employees Retirement Association of Colorado
Colorado
$266K – – –
CM
107
Caption Management
Oklahoma
$250K +$220K +10,000 New
OAM
108
Oppenheimer Asset Management
New York
$243K -$7.22K -328 -3%
SCM
109
Silvant Capital Management
Georgia
$240K – – –
PAM
110
Panagora Asset Management
Massachusetts
$236K +$208K +9,432 New
Los Angeles Capital Management
111
Los Angeles Capital Management
California
$216K +$190K +8,621 New
SCA
112
Spearhead Capital Advisors
Florida
$208K -$3.15K -143 -2%
US Bancorp
113
US Bancorp
Minnesota
$207K +$11.2K +509 +7%
WG
114
Winton Group
United Kingdom
$205K +$180K +8,194 New
PCM
115
Prelude Capital Management
New York
$201K -$5K -227 -3%
Wells Fargo
116
Wells Fargo
California
$197K -$3.6M -163,338 -95%
UBS Group
117
UBS Group
Switzerland
$195K +$76.3K +3,465 +80%
AB
118
Amalgamated Bank
New York
$174K -$24.8K -1,128 -14%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$151K – – –
Barclays
120
Barclays
United Kingdom
$140K -$765K -34,739 -86%
B
121
BloombergSen
Ontario, Canada
$138K +$44K +2,000 +57%
Citigroup
122
Citigroup
New York
$129K +$20.5K +931 +22%
Simplex Trading
123
Simplex Trading
Illinois
$117K +$103K +4,687 New
AIP
124
Ameritas Investment Partners
Nebraska
$93K – – –
MLICM
125
Metropolitan Life Insurance Company (MetLife)
New York
$79.4K – – –
3 4
5
6 7

PHR Hedge Fund Activity: Q2 2022 in Review

164 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q2 2022, worth a combined $1.26B — down 3.8% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of PHR and 23 opened new positions — a net loss of 8 holders — while 57 trimmed existing stakes and 65 added.

The largest buyer was Fidelity Investments, adding an estimated $30M. The largest seller was BlackRock, cutting an estimated $29.5M.

  • 164 institutional investors held Phreesia (PHR) as of Q2 2022, down from 175 in Q1 2022.
  • Funds reported $1.26B of Phreesia stock for Q2 2022, down 3.8% quarter-over-quarter.
  • 23 funds opened new Phreesia positions in Q2 2022 and 31 closed out, a net change of -8 holders.
  • The largest Phreesia buyer in Q2 2022 was Fidelity Investments, an estimated $30M added.
  • The largest Phreesia seller in Q2 2022 was BlackRock, an estimated $29.5M sold.

Based on aggregated 13F filings for Q2 2022.