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Phreesia
PHR

Overview Fund Activity

177 hedge funds and large institutions have $3.05B invested in Phreesia in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-8
Holders Change %
-4.32%
% of All Funds
3.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
75
Reduced
55
Closed
29
Calls
$10.2M
Puts
$6.62M
Net Calls
+$3.6M
Net Calls Change
-$29.3M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$211M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$483M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$42.1M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$22.8M
5
BlackRock
5
BlackRock
New York
$374M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$388M
2
TCM
2
TimesSquare Capital Management
New York
$43.9M
3
ECM
3
Engle Capital Management
Connecticut
$0
4
Brown Advisory
4
Brown Advisory
Maryland
$81.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
126
Stephens Inc
Arkansas
$506K +$1.48K +24 +0.3%
WF
127
WoodTrust Financial
Wisconsin
$472K +$213K +3,450 +82%
AG
128
Algert Global
California
$468K +$468K +7,581 New
Los Angeles Capital Management
129
Los Angeles Capital Management
California
$467K – – –
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$442K +$91.3K +1,480 +26%
AWE
131
Avidian Wealth Enterprises
Texas
$432K – – –
RJFSA
132
Raymond James Financial Services Advisors
Florida
$428K +$12.4K +201 +3%
ProShare Advisors
133
ProShare Advisors
Maryland
$386K -$223K -3,626 -37%
EGM
134
Engineers Gate Manager
New York
$372K +$372K +6,036 New
PCM
135
Prelude Capital Management
New York
$352K -$9.81K -159 -3%
PA
136
Probity Advisors
Texas
$317K +$926 +15 +0.3%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$310K +$44.2K +716 +17%
LPL Financial
138
LPL Financial
California
$300K +$26.5K +429 +10%
ZCA
139
Zeke Capital Advisors
Pennsylvania
$285K – – –
ACM
140
AlphaCrest Capital Management
New York
$283K -$106K -1,709 -27%
V
141
Veritable
Delaware
$278K -$9.02K -146 -3%
BCV
142
Banque Cantonale Vaudoise
Switzerland
$271K +$271K +4,391 New
Neuberger Berman Group
143
Neuberger Berman Group
New York
$253K – – –
MOS
144
MGO One Seven
Ohio
$247K +$247K +3,504 New
AIP
145
Ameritas Investment Partners
Nebraska
$231K +$46.7K +758 +25%
GT
146
Glenview Trust
Kentucky
$230K – – –
Truist Financial
147
Truist Financial
North Carolina
$226K +$1.6K +26 +0.7%
LCP
148
Legacy Capital Partners
Wisconsin
$210K – – –
UBS Group
149
UBS Group
Switzerland
$207K +$9.58K +155 +5%
HIIFS
150
Harel Insurance Investments & Financial Services
Israel
$181K -$91.3K -1,477 -34%
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6
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