PHR icon

Phreesia

163 hedge funds and large institutions have $1.26B invested in Phreesia in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-11
Holders Change %
-6.32%
% of All Funds
2.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
65
Reduced
56
Closed
31
Calls
$6.14M
Puts
$2.69M
Net Calls
+$3.45M
Net Calls Change
-$884K
Name Holding Trade Value Shares
Change
Shares
Change %
PHK
126
Point72 Hong Kong
Hong Kong
$77K -$57.2K -2,294 -43%
Canada Life
127
Canada Life
Manitoba, Canada
$66K
FF
128
FourThought Financial
Florida
$66K +$17.9K +717 +37%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$55K -$193K -7,706 -78%
AssetMark Inc
130
AssetMark Inc
California
$42K +$12.5K +500 +42%
TRCT
131
Tower Research Capital (TRC)
New York
$42K +$13.5K +542 +47%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$36K +$21.9K +866 +155%
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$32K -$3.72K -150 -10%
PA
134
Parallel Advisors
California
$31K -$913 -36 -3%
SOW
135
State of Wyoming
Wyoming
$30K -$23K -923 -43%
Osaic Holdings
136
Osaic Holdings
Arizona
$26K +$712 +28 +3%
HIIFS
137
Harel Insurance Investments & Financial Services
Israel
$23K -$2.01K -82 -8%
FHA
138
First Horizon Advisors
Tennessee
$23K +$23K +923 New
Russell Investments Group
139
Russell Investments Group
United Kingdom
$18K -$162K -6,752 -90%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$15K +$13.5K +574 +911%
Allspring Global Investments
141
Allspring Global Investments
North Carolina
$11K -$10.6M -445,850 -100%
TWA
142
TCI Wealth Advisors
Arizona
$9K +$9K +359 New
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$8K +$7.01K +270 +711%
WTA
144
Washington Trust Advisors
Massachusetts
$5K +$1.27K +55 +34%
PTC
145
Private Trust Company
Ohio
$5K +$5K +205 New
S
146
SignatureFD
Georgia
$4K -$2.44K -99 -38%
PCG
147
Private Capital Group
Connecticut
$4K
STCOSD
148
Sageworth Trust Company of South Dakota
South Dakota
$4K
MCM
149
Manchester Capital Management
Vermont
$3K -$4.06K -146 -57%
AWM
150
AllSquare Wealth Management
New York
$3K