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Phreesia
PHR

Overview Fund Activity

203 hedge funds and large institutions have $1.62B invested in Phreesia in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+25
Holders Change %
+14.04%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
68
Reduced
55
Closed
18
Calls
$2.48M
Puts
$3.11M
Net Calls
-$634K
Net Calls Change
-$2.15M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$26.1M
2
GIM
2
Granahan Investment Management
Massachusetts
$48M
3
SPPAM
3
Summit Partners Public Asset Management
Massachusetts
$18.2M
4
OAM
4
Ophir Asset Management
Australia
$18.1M
5
ECM
5
Engle Capital Management
Connecticut
$10.5M

Top Sellers

1
DM
1
Deerfield Management
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$230M
3
Millennium Management
3
Millennium Management
New York
$12.4M
4
TCM
4
TimesSquare Capital Management
New York
$15.2M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
101
MetLife Investment Management
New Jersey
$863K – – –
LCG
102
Lisanti Capital Growth
New York
$826K +$826K +25,580 New
Barclays
103
Barclays
United Kingdom
$814K +$242K +7,514 +42%
AIG
104
American International Group
New York
$774K +$15.4K +477 +2%
SO
105
STRS Ohio
Ohio
$774K -$22.6K -700 -3%
Sumitomo Mitsui Trust Group
106
Sumitomo Mitsui Trust Group
Japan
$768K -$181K -5,612 -19%
JRP
107
Jasper Ridge Partners
California
$673K – – –
Ensign Peak Advisors
108
Ensign Peak Advisors
Utah
$666K – – –
VOYA Investment Management
109
VOYA Investment Management
Georgia
$661K -$15.9K -491 -2%
HIM
110
Hillsdale Investment Management
Ontario, Canada
$659K – – –
LCM
111
Legato Capital Management
California
$657K – – –
MHS
112
M Holdings Securities
Oregon
$654K – – –
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$640K +$1.32K +41 +0.2%
Teacher Retirement System of Texas
114
Teacher Retirement System of Texas
Texas
$620K +$620K +19,188 New
CB
115
Commerce Bank
Missouri
$615K -$8.07K -250 -1%
LA
116
Legacy Advisors
Pennsylvania
$614K – – –
PAM
117
Panagora Asset Management
Massachusetts
$612K -$147K -4,541 -19%
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$607K -$49.6K -1,533 -8%
State Board of Administration of Florida Retirement System
119
State Board of Administration of Florida Retirement System
Florida
$604K – – –
Canada Life
120
Canada Life
Manitoba, Canada
$572K – – –
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$557K +$46.4K +1,438 +9%
XT
122
XTX Topco
Cayman Islands
$527K -$104K -3,217 -16%
PTC
123
Petrus Trust Company
Texas
$514K +$514K +15,915 New
QC
124
Quadrature Capital
United Kingdom
$495K +$495K +15,334 New
CIA
125
Capital Impact Advisors
Massachusetts
$484K -$203K -6,272 -29%
3 4
5
6 7