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Phreesia

181 hedge funds and large institutions have $1.25B invested in Phreesia in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $1.18M

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

61% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 44

10% more funds holding

Funds holding: 164181 (+17)

1% less capital invested

Capital invested by funds: $1.26B → $1.25B (-$11.7M)

3.2% less ownership

Funds ownership: 96.77%93.57% (-3.2%)

Holders
181
Holders Change
+17
Holders Change %
+10.37%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
71
Reduced
44
Closed
16
Calls
$3.19M
Puts
$1.18M
Net Calls
+$2.01M
Net Calls Change
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
126
Canada Life
Manitoba, Canada
$258K +$188K +7,553 +289%
UBS Group
127
UBS Group
Switzerland
$248K +$48.5K +1,943 +25%
SCM
128
Silvant Capital Management
Georgia
$245K
OAM
129
Oppenheimer Asset Management
New York
$233K -$14.3K -571 -6%
SG Americas Securities
130
SG Americas Securities
New York
$211K -$371K -14,857 -64%
US Bancorp
131
US Bancorp
Minnesota
$209K -$1.75K -70 -0.8%
AB
132
Amalgamated Bank
New York
$179K +$1.42K +57 +0.8%
Barclays
133
Barclays
United Kingdom
$158K +$15.3K +613 +11%
Wells Fargo
134
Wells Fargo
California
$154K -$44.8K -1,796 -23%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$154K
QT
136
Quantbot Technologies
New York
$152K +$150K +5,997 New
B
137
BloombergSen
Ontario, Canada
$140K
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$115K +$97K +3,887 +610%
AIP
139
Ameritas Investment Partners
Nebraska
$95K
Amundi
140
Amundi
France
$95K +$91.5K +3,668 New
Citigroup
141
Citigroup
New York
$91K -$39.5K -1,584 -31%
MLICM
142
Metropolitan Life Insurance Company (MetLife)
New York
$80.9K
TRCT
143
Tower Research Capital (TRC)
New York
$80K +$36.1K +1,445 +85%
FF
144
FourThought Financial
Florida
$79K +$10.8K +434 +16%
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$61K +$898 +36 +2%
AssetMark Inc
146
AssetMark Inc
California
$43K
SOW
147
State of Wyoming
Wyoming
$36K +$5.49K +220 +18%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$33K
PA
149
Parallel Advisors
California
$31K -$250 -10 -0.8%
Osaic Holdings
150
Osaic Holdings
Arizona
$28K +$1.32K +53 +5%

PHR Hedge Fund Activity: Q3 2022 in Review

181 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q3 2022, worth a combined $1.25B — down 0.93% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PHR positions and 16 closed out — a net gain of 19 holders — while 71 added to existing stakes and 44 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $41.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $170M.

  • 181 institutional investors held Phreesia (PHR) as of Q3 2022, up from 164 in Q2 2022.
  • Funds reported $1.25B of Phreesia stock for Q3 2022, down 0.93% quarter-over-quarter.
  • 35 funds opened new Phreesia positions in Q3 2022 and 16 closed out, a net change of +19 holders.
  • The largest Phreesia buyer in Q3 2022 was Fidelity Investments, an estimated $41.4M added.
  • The largest Phreesia seller in Q3 2022 was T. Rowe Price Associates, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2022.