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Phreesia
PHR

Overview Fund Activity

179 hedge funds and large institutions have $2.26B invested in Phreesia in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 71 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+19
Holders Change %
+11.88%
% of All Funds
3.18%
Holding in Top 10
–
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
–
New
50
Increased
71
Reduced
53
Closed
31
Calls
$6.14M
Puts
$309K
Net Calls
+$5.83M
Net Calls Change
+$5.67M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$359M
2
AIM
2
ARK Investment Management
Florida
$71.4M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$128M
4
RP
4
Riverbridge Partners
Minnesota
$32.4M
5
BlackRock
5
BlackRock
New York
$168M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$389K
2
Citadel Advisors
2
Citadel Advisors
Florida
$7.89M
3
TCM
3
TimesSquare Capital Management
New York
$64.9M
4
EVM
4
Eaton Vance Management
Massachusetts
$19.5M
5
PWAM
5
Park West Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
151
UBS Group
Switzerland
$190K +$152K +2,799 +403%
SO
152
STRS Ohio
Ohio
$168K +$168K +3,100 New
Acadian Asset Management
153
Acadian Asset Management
Massachusetts
$164K -$1.77M -32,668 -92%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$154K – – –
AIP
155
Ameritas Investment Partners
Nebraska
$151K +$23.5K +433 +18%
Canada Life
156
Canada Life
Manitoba, Canada
$113K – – –
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$97K +$97K +1,789 New
FF
158
FourThought Financial
Florida
$90K +$90K +1,669 New
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$79K +$10.9K +200 +16%
PA
160
Parallel Advisors
California
$65K – – –
AssetMark Inc
161
AssetMark Inc
California
$58K +$1.35K +25 +2%
ASN
162
Advisory Services Network
Georgia
$58K +$58K +1,060 New
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$54K +$54K +994 New
FHA
164
First Horizon Advisors
Tennessee
$44K +$17.9K +336 +69%
AS
165
Altshuler Shaham
Israel
$40K +$40K +742 New
Osaic Holdings
166
Osaic Holdings
Arizona
$26K -$103K -1,841 -80%
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$25K +$25K +465 New
RWA
168
Ropes Wealth Advisors
Massachusetts
$19K +$5.05K +92 +36%
CAAS
169
Capital Asset Advisory Services
Michigan
$16K +$16K +297 New
LWM
170
Liberty Wealth Management
California
$13K +$13K +200 New
ED
171
Exane Derivatives
France
$11.1K -$155K -2,864 -93%
Simplex Trading
172
Simplex Trading
Illinois
$10K +$10K +199 New
NFG
173
Next Financial Group
Texas
$9K -$22.2K -397 -71%
BAM
174
Bellevue Asset Management
Washington
$7K -$968 -13 -12%
PFBT
175
Parkside Financial Bank & Trust
Missouri
$2K +$2K +32 New
5 6
7
8 9