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Phreesia

174 hedge funds and large institutions have $1.31B invested in Phreesia in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
80
Reduced
50
Closed
33
Calls
$7.65M
Puts
$3.31M
Net Calls
+$4.34M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
151
Tower Research Capital (TRC)
New York
$30K -$166K -6,365 -85%
Osaic Holdings
152
Osaic Holdings
Arizona
$27K -$8.79K -324 -25%
HIIFS
153
Harel Insurance Investments & Financial Services
Israel
$27K -$5.02K -190 -16%
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$22K +$22K +850 New
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$15K +$6.72K +251 +81%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$10K +$10K +393 New
DFCM
157
Dark Forest Capital Management
Puerto Rico
$8K -$1.12K -45 -12%
MCM
158
Manchester Capital Management
Vermont
$7K +$2.48K +90 +55%
S
159
SignatureFD
Georgia
$7K +$7K +261 New
STCOSD
160
Sageworth Trust Company of South Dakota
South Dakota
$4K -$17.8K -651 -82%
WTA
161
Washington Trust Advisors
Massachusetts
$4K
PCG
162
Private Capital Group
Connecticut
$4K +$4K +154 New
AWM
163
AllSquare Wealth Management
New York
$3K
Macquarie Group
164
Macquarie Group
Australia
$2.15K +$579 +21,953 +37%
BAM
165
Bellevue Asset Management
Washington
$2K -$367 -11 -15%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$1K -$7.75K -488 -89%
AAP
167
Arax Advisory Partners
Colorado
$1K
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$1K +$658 +25 +192%
IA
169
IFP Advisors
Florida
$1K +$1K +27 New
WT
170
Whittier Trust
California
$1K +$1K +41 New
PCA
171
Providence Capital Advisors
North Carolina
$1K +$1K +42 New
ED
172
Exane Derivatives
France
$527 -$16.7K -634 -97%
Lord, Abbett & Co
173
Lord, Abbett & Co
New Jersey
-$29.3M -702,560 Closed
Loomis, Sayles & Company
174
Loomis, Sayles & Company
Massachusetts
-$23.2M -557,207 Closed
SPPAM
175
Summit Partners Public Asset Management
Massachusetts
-$21.2M -509,643 Closed