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Phreesia
PHR

Overview Fund Activity

139 hedge funds and large institutions have $839M invested in Phreesia in 2020 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 54 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+41
Holders Change %
+41.84%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
53
Increased
54
Reduced
21
Closed
12
Calls
–
Puts
$16K
Net Calls
-$16K
Net Calls Change
-$16K

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$32.9M
2
COPPSERS
2
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$20.3M
3
Select Equity Group
3
Select Equity Group
New York
$19.1M
4
TCM
4
TimesSquare Capital Management
New York
$44.3M
5
Jennison Associates
5
Jennison Associates
New York
$27.7M

Top Sellers

1
LW
1
LLR Walnut
Pennsylvania
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.42M
3
GIP
3
Granite Investment Partners
California
$0
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$66K – – –
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$65K +$65K +2,285 New
Canada Life
128
Canada Life
Manitoba, Canada
$58K +$37.8K +1,358 +188%
AssetMark Inc
129
AssetMark Inc
California
$24K +$8.19K +295 +52%
US Bancorp
130
US Bancorp
Minnesota
$24K +$24K +853 New
VFA
131
Valeo Financial Advisors
Indiana
$19K – – –
FHA
132
First Horizon Advisors
Tennessee
$7K – – –
SF
133
Synovus Financial
Georgia
$6K – – –
Simplex Trading
134
Simplex Trading
Illinois
$5K +$5K +193 New
CFGS
135
Concourse Financial Group Securities
Alabama
$3K – – –
BAM
136
Bellevue Asset Management
Washington
$3K +$1.26K +45 +73%
RWA
137
Ropes Wealth Advisors
Massachusetts
$3K +$3K +108 New
WEC
138
Winslow Evans & Crocker
Massachusetts
$2K -$24 -1 -1%
EWP
139
Engrave Wealth Partners
Texas
$1K +$1K +37 New
LW
140
LLR Walnut
Pennsylvania
– -$79.4M -3,777,398 Closed
GIP
141
Granite Investment Partners
California
– -$11.1M -528,419 Closed
Massachusetts Financial Services
142
Massachusetts Financial Services
Massachusetts
– -$7.02M -333,871 Closed
FA
143
Friess Associates
Delaware
– -$4.59M -218,290 Closed
Janus Henderson Group
144
Janus Henderson Group
United Kingdom
– -$4.29M -203,743 Closed
EGI
145
EAM Global Investors
California
– -$1.12M -53,020 Closed
EI
146
EAM Investors
California
– -$867K -41,208 Closed
AI
147
Atom Investors
Texas
– -$566K -26,928 Closed
Truist Financial
148
Truist Financial
North Carolina
– -$210K -9,990 Closed
SG Americas Securities
149
SG Americas Securities
New York
– -$202K -9,600 Closed
Victory Capital Management
150
Victory Capital Management
Texas
– -$174K -8,294 Closed
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