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Phreesia
PHR

Overview Fund Activity

186 hedge funds and large institutions have $1.21B invested in Phreesia in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 50 reducing their positions, and 25 closing their positions.

Holders
186
Holders Change
+12
Holders Change %
+6.9%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
77
Reduced
50
Closed
25
Calls
$12.6M
Puts
$20.7M
Net Calls
-$8.08M
Net Calls Change
-$7.65M

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$91.5M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$12.8M
3
GF
3
Greenhouse Funds
Maryland
$11M
4
RSCM
4
Rock Springs Capital Management
Maryland
$51.1M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$41.9M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$898K
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$7.29M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.24M
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
101
M&T Bank
New York
$527K 22,780 +22,780 New
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$521K 22,499 -16,153 -42%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$516K 22,296 -8,906 -29%
CIA
104
Capital Impact Advisors
Massachusetts
$502K 21,666 +5,895 +37%
Canada Life
105
Canada Life
Manitoba, Canada
$498K 21,663 – –
VOYA Investment Management
106
VOYA Investment Management
Georgia
$489K 21,131 +272 +1%
RC
107
RBF Capital
California
$486K 21,000 +21,000 New
JRP
108
Jasper Ridge Partners
California
$483K 20,853 – –
NRD
109
Nebula Research & Development
New York
$481K 20,798 +20,798 New
MHS
110
M Holdings Securities
Oregon
$463K 20,000 – –
LCM
111
Landscape Capital Management
New Jersey
$449K 19,382 +19,382 New
CM
112
Caption Management
Oklahoma
$428K 18,500 +18,500 New
PTC
113
Petrus Trust Company
Texas
$416K 17,991 +17,991 New
RJFSA
114
Raymond James Financial Services Advisors
Florida
$415K 17,927 +2,805 +19%
CB
115
Commerce Bank
Missouri
$388K 16,771 -1,728 -9%
WF
116
WoodTrust Financial
Wisconsin
$382K 16,500 +16,500 New
FRM
117
Fox Run Management
Connecticut
$378K 16,340 +16,340 New
Wells Fargo
118
Wells Fargo
California
$375K 16,180 +3,679 +29%
Simplex Trading
119
Simplex Trading
Illinois
$369K 15,949 +14,001 +719%
DTL
120
Dynamic Technology Lab
Singapore
$357K 15,443 +15,443 New
State Board of Administration of Florida Retirement System
121
State Board of Administration of Florida Retirement System
Florida
$341K 14,729 – –
ASRS
122
Arizona State Retirement System
Arizona
$339K 14,662 +123 +0.8%
UM
123
UniSuper Management
Australia
$331K 14,277 – –
AC
124
Aristides Capital
Kentucky
$323K 13,940 +13,940 New
GAM
125
Gotham Asset Management
New York
$316K 13,638 +13,638 New
3 4
5
6 7