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Phreesia

185 hedge funds and large institutions have $2.93B invested in Phreesia in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 48 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
3.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
85
Reduced
48
Closed
35
Calls
$38.7M
Puts
$5.8M
Net Calls
+$32.9M
Net Calls Change
+$48.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
151
Truist Financial
North Carolina
$223K -$592K -9,674 -73%
VIA
152
Vident Investment Advisory
Georgia
$218K +$218K +3,554 New
QT
153
Quantamental Technologies
New York
$209K +$209K +3,407 New
LCP
154
Legacy Capital Partners
Wisconsin
$209K +$209K +3,410 New
UBS Group
155
UBS Group
Switzerland
$196K -$646K -10,532 -77%
AIP
156
Ameritas Investment Partners
Nebraska
$183K +$12.6K +205 +7%
PAM
157
Panagora Asset Management
Massachusetts
$167K -$9.65M -157,502 -98%
Simplex Trading
158
Simplex Trading
Illinois
$167K +$167K +2,727 New
Canada Life
159
Canada Life
Manitoba, Canada
$160K +$32.8K +536 +26%
PCM
160
Pinz Capital Management
New York
$123K +$123K +2,000 New
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$110K
FF
162
FourThought Financial
Florida
$94K -$1.16K -19 -1%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$88K +$27.3K +446 +45%
PA
164
Parallel Advisors
California
$74K
AssetMark Inc
165
AssetMark Inc
California
$69K +$2.77K +45 +4%
SOW
166
State of Wyoming
Wyoming
$68K +$68K +1,108 New
ST
167
Sageworth Trust
Pennsylvania
$64K
CFA
168
Carroll Financial Associates
North Carolina
$64K +$64K +1,045 New
Osaic Holdings
169
Osaic Holdings
Arizona
$55K -$24.6K -414 -31%
FHA
170
First Horizon Advisors
Tennessee
$55K +$5.14K +85 +10%
PHK
171
Point72 Hong Kong
Hong Kong
$55K +$55K +896 New
ASN
172
Advisory Services Network
Georgia
$44K +$44K +710 New
QT
173
Quantbot Technologies
New York
$33K -$859K -14,076 -96%
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$29K
LWM
175
Liberty Wealth Management
California
$12K