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Phreesia
PHR

Overview Fund Activity

177 hedge funds and large institutions have $3.05B invested in Phreesia in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-8
Holders Change %
-4.32%
% of All Funds
3.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
75
Reduced
55
Closed
29
Calls
$10.2M
Puts
$6.62M
Net Calls
+$3.6M
Net Calls Change
-$29.3M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$211M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$483M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$42.1M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$22.8M
5
BlackRock
5
BlackRock
New York
$374M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$388M
2
TCM
2
TimesSquare Capital Management
New York
$43.9M
3
ECM
3
Engle Capital Management
Connecticut
$0
4
Brown Advisory
4
Brown Advisory
Maryland
$81.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
151
Simplex Trading
Illinois
$169K – – –
Canada Life
152
Canada Life
Manitoba, Canada
$163K – – –
SOW
153
State of Wyoming
Wyoming
$162K +$93.5K +1,511 +136%
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$131K +$20.5K +332 +19%
FF
155
FourThought Financial
Florida
$101K +$5.96K +97 +6%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$89K – – –
PA
157
Parallel Advisors
California
$81K +$6.8K +110 +9%
AssetMark Inc
158
AssetMark Inc
California
$69K – – –
ST
159
Sageworth Trust
Pennsylvania
$64K – – –
FHA
160
First Horizon Advisors
Tennessee
$52K -$3.87K -63 -7%
Osaic Holdings
161
Osaic Holdings
Arizona
$48K -$7.02K -118 -13%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$29K – – –
CA
163
Clearstead Advisors
Ohio
$29K +$29K +463 New
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$24K +$13.7K +226 +134%
LWM
165
Liberty Wealth Management
California
$12K – – –
QCG
166
Quadrant Capital Group
Ohio
$9K +$9K +140 New
MCM
167
Manchester Capital Management
Vermont
$9K +$9K +146 New
PCG
168
Private Capital Group
Connecticut
$7K +$2.74K +45 +64%
TWA
169
TCI Wealth Advisors
Arizona
$6K – – –
AII
170
AGF Investments Inc
Ontario, Canada
$6K +$6K +93 New
Bessemer Group
171
Bessemer Group
New Jersey
$6K +$6K +95 New
AWM
172
AllSquare Wealth Management
New York
$6K +$6K +100 New
BAM
173
Bellevue Asset Management
Washington
$5K – – –
S
174
SignatureFD
Georgia
$2K +$2K +28 New
BCA
175
Berman Capital Advisors
Georgia
$1K +$1K +24 New
5 6
7
8 9