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Phreesia
PHR

Overview Fund Activity

160 hedge funds and large institutions have $1.07B invested in Phreesia in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+21
Holders Change %
+15.11%
% of All Funds
3.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
36
Increased
57
Reduced
52
Closed
15
Calls
$160K
Puts
$3K
Net Calls
+$157K
Net Calls Change
+$173K

Top Buyers

1
GIP
1
Granite Investment Partners
California
$20.3M
2
Jennison Associates
2
Jennison Associates
New York
$47.2M
3
AIM
3
ARK Investment Management
Florida
$16.5M
4
Franklin Resources
4
Franklin Resources
California
$35.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$20.2M

Top Sellers

1
COPPSERS
1
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.43M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.44M
3
SPPAM
3
Summit Partners Public Asset Management
Massachusetts
$2.21M
4
ZDA
4
Zweig-DiMenna Associates
New York
$0
5
ESCM
5
Echo Street Capital Management
New York
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$265K +$265K +8,261 New
V
127
Veritable
Delaware
$257K +$257K +7,992 New
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$246K -$206K -6,433 -46%
BCIM
129
British Columbia Investment Management
British Columbia, Canada
$237K -$39.5K -1,228 -14%
JPMPWA
130
J.P. Morgan Private Wealth Advisors
California
$234K +$234K +7,278 New
GT
131
Glenmede Trust
Pennsylvania
$218K -$109K -3,410 -33%
SSA
132
Schonfeld Strategic Advisors
New York
$216K +$216K +6,700 New
D.E. Shaw & Co
133
D.E. Shaw & Co
New York
$202K -$299K -9,291 -60%
ASRS
134
Arizona State Retirement System
Arizona
$201K +$201K +6,247 New
GH
135
Grosvenor Holdings
Illinois
$198K +$198K +6,157 New
Legal & General Group
136
Legal & General Group
United Kingdom
$148K -$41K -1,273 -22%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$141K +$15.6K +487 +12%
ED
138
Exane Derivatives
France
$98.6K +$98.6K +3,069 New
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$91K – – –
FHA
140
Flagship Harbor Advisors
Massachusetts
$89K +$9.54K +300 +12%
AIP
141
Ameritas Investment Partners
Nebraska
$76K – – –
Osaic Holdings
142
Osaic Holdings
Arizona
$75K -$3.12K -96 -4%
Canada Life
143
Canada Life
Manitoba, Canada
$67K – – –
Citigroup
144
Citigroup
New York
$51K -$185K -5,772 -78%
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$40K +$40K +1,250 New
PA
146
Parallel Advisors
California
$39K +$39K +1,201 New
AssetMark Inc
147
AssetMark Inc
California
$34K +$5.99K +185 +21%
US Bancorp
148
US Bancorp
Minnesota
$27K – – –
UBS Group
149
UBS Group
Switzerland
$22K -$222K -7,011 -91%
VFA
150
Valeo Financial Advisors
Indiana
$22K – – –
3 4 5
6
7