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Phreesia
PHR

Overview Fund Activity

177 hedge funds and large institutions have $2.02B invested in Phreesia in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 53 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
–
Holders Change %
0%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
66
Reduced
53
Closed
36
Calls
$6.78M
Puts
$4.47M
Net Calls
+$2.31M
Net Calls Change
-$1.28M

Top Buyers

1
PWAM
1
Park West Asset Management
California
$25M
2
ESCM
2
Echo Street Capital Management
New York
$14.2M
3
Axa
3
Axa
France
$11.5M
4
GKIM
4
GW&K Investment Management
Massachusetts
$49M
5
CS
5
Credit Suisse
Switzerland
$73.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$229M
2
RIM
2
Ranger Investment Management
Texas
$0
3
Wells Fargo
3
Wells Fargo
California
$7.4M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$0
5
KCM
5
Kornitzer Capital Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$54K -$12.4K -400 -19%
PA
152
Parallel Advisors
California
$53K -$1.63K -39 -3%
HIIFS
153
Harel Insurance Investments & Financial Services
Israel
$51K -$72.3K -1,717 -59%
AssetMark Inc
154
AssetMark Inc
California
$50K +$3.53K +85 +8%
FHA
155
First Horizon Advisors
Tennessee
$38K +$3.17K +77 +9%
STCOSD
156
Sageworth Trust Company of South Dakota
South Dakota
$33K +$33K +797 New
ED
157
Exane Derivatives
France
$27.2K +$26.8K +643 +5,845%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$22K +$2.96K +74 +16%
Walleye Trading
159
Walleye Trading
New York
$16K +$16K +391 New
DFCM
160
Dark Forest Capital Management
Puerto Rico
$15K +$15K +368 New
AWA
161
Amplius Wealth Advisors
Pennsylvania
$14K +$14K +341 New
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$13K -$3.62K -86 -22%
CSWM
163
Cassady Schiller Wealth Management
Ohio
$12K +$12K +289 New
ACM
164
Aquatic Capital Management
Illinois
$12K +$12K +300 New
ST
165
Sageworth Trust
Pennsylvania
$10K -$33.4K -801 -77%
MCM
166
Manchester Capital Management
Vermont
$7K +$768 +18 +12%
WTA
167
Washington Trust Advisors
Massachusetts
$7K +$7K +161 New
PFBT
168
Parkside Financial Bank & Trust
Missouri
$5K +$5K +115 New
AWM
169
AllSquare Wealth Management
New York
$4K – – –
TC
170
TAP Consulting
Missouri
$4K +$4K +90 New
BAM
171
Bellevue Asset Management
Washington
$3K -$296 -7 -9%
Manulife (Manufacturers Life Insurance)
172
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.05K +$8 +200 +0.8%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +13 New
AAP
174
Arax Advisory Partners
Colorado
$1K +$1K +36 New
FFG
175
Ford Financial Group
California
$4 +$4 +100 New
5 6
7
8 9