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Phreesia

181 hedge funds and large institutions have $1.25B invested in Phreesia in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $1.18M

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

61% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 44

10% more funds holding

Funds holding: 164181 (+17)

1% less capital invested

Capital invested by funds: $1.26B → $1.25B (-$11.7M)

3.2% less ownership

Funds ownership: 96.77%93.57% (-3.2%)

Holders
181
Holders Change
+17
Holders Change %
+10.37%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
71
Reduced
44
Closed
16
Calls
$3.19M
Puts
$1.18M
Net Calls
+$2.01M
Net Calls Change
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
101
New York Life Investment Management
New York
$489K +$37.9K +1,520 +9%
CIA
102
Capital Impact Advisors
Massachusetts
$488K +$47.5K +1,904 +10%
LA
103
Legacy Advisors
Pennsylvania
$484K
SF
104
Synovus Financial
Georgia
$467K +$5.42K +217 +1%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$448K +$3.44K +138 +0.8%
Ensign Peak Advisors
106
Ensign Peak Advisors
Utah
$418K -$4.74K -190 -1%
NC
107
NinePointTwo Capital
California
$406K -$19.8K -792 -5%
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$394K +$96.1K +3,852 +33%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$343K +$3.49K +140 +1%
ASRS
110
Arizona State Retirement System
Arizona
$343K +$6.86K +275 +2%
GCM
111
Graham Capital Management
Connecticut
$343K +$336K +13,470 New
ACM
112
Aquatic Capital Management
Illinois
$341K +$334K +13,400 New
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$333K -$517K -20,729 -61%
PP
114
PDT Partners
New York
$330K +$323K +12,957 New
Los Angeles Capital Management
115
Los Angeles Capital Management
California
$327K +$105K +4,226 +49%
Principal Financial Group
116
Principal Financial Group
Iowa
$305K +$31.5K +1,263 +12%
MNBTD
117
Moody National Bank Trust Division
Texas
$305K +$298K +11,958 New
PCM
118
Prelude Capital Management
New York
$301K +$93.6K +3,752 +47%
FRM
119
Fox Run Management
Connecticut
$301K +$294K +11,797 New
Jane Street
120
Jane Street
New York
$297K +$291K +11,656 New
SRAM
121
Spouting Rock Asset Management
Pennsylvania
$280K +$1.87K +75 +0.7%
RJA
122
Raymond James & Associates
Florida
$274K -$5.22K -209 -2%
Public Employees Retirement Association of Colorado
123
Public Employees Retirement Association of Colorado
Colorado
$271K
Wellington Management Group
124
Wellington Management Group
Massachusetts
$269K +$263K +10,538 New
JMPWA
125
JP Morgan Private Wealth Advisors
California
$266K -$47K -1,885 -15%

PHR Hedge Fund Activity: Q3 2022 in Review

181 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q3 2022, worth a combined $1.25B — down 0.93% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PHR positions and 16 closed out — a net gain of 19 holders — while 71 added to existing stakes and 44 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $41.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $170M.

  • 181 institutional investors held Phreesia (PHR) as of Q3 2022, up from 164 in Q2 2022.
  • Funds reported $1.25B of Phreesia stock for Q3 2022, down 0.93% quarter-over-quarter.
  • 35 funds opened new Phreesia positions in Q3 2022 and 16 closed out, a net change of +19 holders.
  • The largest Phreesia buyer in Q3 2022 was Fidelity Investments, an estimated $41.4M added.
  • The largest Phreesia seller in Q3 2022 was T. Rowe Price Associates, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2022.