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Phreesia
PHR

Overview Fund Activity

186 hedge funds and large institutions have $1.21B invested in Phreesia in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 50 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+12
Holders Change %
+6.9%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
77
Reduced
50
Closed
25
Calls
$12.6M
Puts
$20.7M
Net Calls
-$8.08M
Net Calls Change
-$7.65M

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$91.5M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$12.8M
3
GF
3
Greenhouse Funds
Maryland
$11M
4
RSCM
4
Rock Springs Capital Management
Maryland
$51.1M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$41.9M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$898K
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$7.29M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
OR
126
Olympiad Research
Connecticut
$301K -$39.4K -1,704 -12%
PFM
127
Premier Fund Managers
United Kingdom
$299K +$299K +12,650 New
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$295K +$30.7K +1,324 +12%
PAG
129
Private Advisor Group
New Jersey
$263K +$263K +11,381 New
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$256K +$256K +10,724 New
TI
131
Trexquant Investment
Connecticut
$249K +$249K +10,755 New
QCM
132
QRG Capital Management
Illinois
$243K -$81.4K -3,518 -25%
Los Angeles Capital Management
133
Los Angeles Capital Management
California
$242K +$242K +10,456 New
TPI
134
Trust Point Inc
Wisconsin
$239K +$239K +10,311 New
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$227K -$74.1K -3,201 -25%
RJA
136
Raymond James & Associates
Florida
$226K +$226K +9,768 New
Acadian Asset Management
137
Acadian Asset Management
Massachusetts
$223K +$157K +6,785 +237%
Connor, Clark & Lunn Investment Management (CC&L)
138
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$214K +$214K +9,229 New
VA
139
Vident Advisory
Georgia
$208K +$208K +9,005 New
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
$206K – – –
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$205K -$79.6K -3,442 -28%
ProShare Advisors
142
ProShare Advisors
Maryland
$203K +$203K +8,771 New
Citigroup
143
Citigroup
New York
$178K +$173K +7,452 +3,226%
AB
144
Amalgamated Bank
New York
$175K -$3.54K -153 -2%
SG Americas Securities
145
SG Americas Securities
New York
$168K +$3.97K +171 +2%
Walleye Capital
146
Walleye Capital
New York
$167K -$2.08M -89,979 -93%
TRCT
147
Tower Research Capital (TRC)
New York
$155K -$3.36K -145 -2%
US Bancorp
148
US Bancorp
Minnesota
$147K -$21K -907 -12%
AIP
149
Ameritas Investment Partners
Nebraska
$127K +$9.52K +411 +8%
Bessemer Group
150
Bessemer Group
New Jersey
$124K +$33K +1,429 +36%
4 5
6
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