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Phreesia

188 hedge funds and large institutions have $2.18B invested in Phreesia in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+9
Holders Change %
+5.03%
% of All Funds
3.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
70
Reduced
63
Closed
25
Calls
$1.8M
Puts
$17.4M
Net Calls
-$15.6M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Shares
Change %
ZCA
151
Zeke Capital Advisors
Pennsylvania
$241K
PA
152
Probity Advisors
Texas
$240K +$240K +4,615 New
Neuberger Berman Group
153
Neuberger Berman Group
New York
$210K
FC
154
FORA Capital
Florida
$205K -$268K -5,131 -57%
PI
155
PEAK6 Investments
Illinois
$176K -$1.51M -28,982 -90%
Citigroup
156
Citigroup
New York
$167K -$184K -3,531 -52%
AIP
157
Ameritas Investment Partners
Nebraska
$145K
CIA
158
Capital Impact Advisors
Massachusetts
$141K -$2.15M -41,297 -94%
Canada Life
159
Canada Life
Manitoba, Canada
$108K
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$104K -$44.5K -850 -30%
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$93K
AS
162
Altshuler Shaham
Israel
$91K +$52.2K +997 +134%
FF
163
FourThought Financial
Florida
$81K -$5.38K -104 -6%
Osaic Holdings
164
Osaic Holdings
Arizona
$70K +$45.7K +874 +188%
PA
165
Parallel Advisors
California
$63K
AssetMark Inc
166
AssetMark Inc
California
$56K
ST
167
Sageworth Trust
Pennsylvania
$54K +$54K +1,041 New
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$52K
FHA
169
First Horizon Advisors
Tennessee
$42K
NG
170
NWK Group
California
$36K +$36K +690 New
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$24K +$604 +12 +3%
AIC
172
Ameritas Investment Company
Nebraska
$14.6K +$14.6K +280 New
LWM
173
Liberty Wealth Management
California
$13K
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$8K +$8K +156 New
GWM
175
Geneos Wealth Management
Colorado
$7K +$7K +142 New