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Phreesia
PHR

Overview Fund Activity

203 hedge funds and large institutions have $1.62B invested in Phreesia in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+25
Holders Change %
+14.04%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
68
Reduced
55
Closed
18
Calls
$2.48M
Puts
$3.11M
Net Calls
-$634K
Net Calls Change
-$2.15M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$26.1M
2
GIM
2
Granahan Investment Management
Massachusetts
$48M
3
SPPAM
3
Summit Partners Public Asset Management
Massachusetts
$18.2M
4
OAM
4
Ophir Asset Management
Australia
$18.1M
5
ECM
5
Engle Capital Management
Connecticut
$10.5M

Top Sellers

1
DM
1
Deerfield Management
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$230M
3
Millennium Management
3
Millennium Management
New York
$12.4M
4
TCM
4
TimesSquare Capital Management
New York
$15.2M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
126
Prelude Capital Management
New York
$483K -$7.2K -223 -1%
PP
127
PDT Partners
New York
$475K +$475K +14,703 New
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$470K -$20.5K -636 -4%
ASRS
129
Arizona State Retirement System
Arizona
$467K +$14.7K +456 +3%
Squarepoint
130
Squarepoint
New York
$459K +$459K +14,214 New
Wells Fargo
131
Wells Fargo
California
$441K +$304K +9,419 +222%
KI
132
Kula Investments
Illinois
$420K +$420K +13,001 New
RJFSA
133
Raymond James Financial Services Advisors
Florida
$414K -$13.4K -416 -3%
JPMPWA
134
J.P. Morgan Private Wealth Advisors
California
$400K +$74.8K +2,315 +23%
ZCM
135
Ziegler Capital Management
Illinois
$379K +$379K +11,742 New
SRAM
136
Spouting Rock Asset Management
Pennsylvania
$360K +$29.8K +924 +9%
RJA
137
Raymond James & Associates
Florida
$353K – – –
Los Angeles Capital Management
138
Los Angeles Capital Management
California
$352K -$24.4K -757 -6%
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$344K – – –
SG Americas Securities
140
SG Americas Securities
New York
$332K -$142K -4,391 -30%
Man Group
141
Man Group
United Kingdom
$310K – – –
PI
142
PFS Investments
Georgia
$302K +$102K +3,344 +51%
SF
143
Synovus Financial
Georgia
$301K -$104K -3,220 -26%
N
144
Numerai
California
$297K +$297K +9,194 New
OAM
145
Oppenheimer Asset Management
New York
$287K +$5.97K +185 +2%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$256K – – –
US Bancorp
147
US Bancorp
Minnesota
$251K -$1.36K -42 -0.5%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$249K +$249K +7,708 New
AIM
149
Aigen Investment Management
New York
$239K +$239K +7,404 New
Mariner
150
Mariner
Kansas
$238K +$29.5K +913 +14%
4 5
6
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