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Phreesia
PHR

164 hedge funds and large institutions have $1.26B invested in Phreesia in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $6.14M | Put options by funds: $2.69M

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

0.68% less ownership

Funds ownership: 97.45% → 96.77% (-0.68%)

4% less capital invested

Capital invested by funds: $1.31B → $1.26B (-$50.6M)

6% less funds holding

Funds holding: 175 → 164 (-11)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

Holders
164
Holders Change
-11
Holders Change %
-6.29%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
65
Reduced
57
Closed
31
Calls
$6.14M
Puts
$2.69M
Net Calls
+$3.45M
Net Calls Change
-$884K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$30M
2
Millennium Management
Millennium Management
New York
+$25.2M
3
DM
Deerfield Management
New York
+$18.9M
4
Brown Advisory
Brown Advisory
Maryland
+$12M
5
PC
PointState Capital
New York
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$29.5M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$24.5M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$13.7M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$10.6M
5
Jennison Associates
Jennison Associates
New York
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
151
AllSquare Wealth Management
New York
$3K – – –
BAM
152
Bellevue Asset Management
Washington
$2K +$506 +23 +38%
QCG
153
Quadrant Capital Group
Ohio
$2K +$1.98K +90 New
IA
154
IFP Advisors
Florida
$1K – – –
AAP
155
Arax Advisory Partners
Colorado
$1K +$154 +7 +19%
BIA
156
Bell Investment Advisors
California
$1K +$462 +21 New
CAL
157
Capital Advisors Ltd
Ohio
$1K +$617 +28 New
GWS
158
Glassman Wealth Services
Virginia
$1K +$859 +39 New
ED
159
Exane Derivatives
France
$500 – – –
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
– -$10.6M -402,112 Closed
Renaissance Technologies
161
Renaissance Technologies
New York
– -$4.7M -178,200 Closed
EGM
162
Engineers Gate Manager
New York
– -$3.44M -130,312 Closed
Ameriprise
163
Ameriprise
Minnesota
– -$2.1M -79,829 Closed
TC
164
TwinBeech Capital
New York
– -$2.1M -79,572 Closed
Jane Street
165
Jane Street
New York
– -$1.93M -73,394 Closed
DA
166
Duality Advisers
Florida
– -$1.33M -50,347 Closed
Marshall Wace
167
Marshall Wace
United Kingdom
– -$1.25M -47,529 Closed
DTL
168
Dynamic Technology Lab
Singapore
– -$998K -37,850 Closed
EDRH
169
Edmond de Rothschild Holding
Switzerland
– -$992K -37,650 Closed
JF
170
Jump Financial
Illinois
– -$943K -35,788 Closed
QT
171
Quantbot Technologies
New York
– -$609K -23,108 Closed
ACM
172
AlphaCrest Capital Management
New York
– -$574K -21,777 Closed
Wellington Management Group
173
Wellington Management Group
Massachusetts
– -$572K -21,700 Closed
BL
174
Bleichroeder LP
New York
– -$487K -18,470 Closed
WF
175
WoodTrust Financial
Wisconsin
– -$379K -14,350 Closed
4 5 6
7
8

PHR Hedge Fund Activity: Q2 2022 in Review

164 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q2 2022, worth a combined $1.26B — down 3.8% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of PHR and 23 opened new positions — a net loss of 8 holders — while 57 trimmed existing stakes and 65 added.

The largest buyer was Fidelity Investments, adding an estimated $30M. The largest seller was BlackRock, cutting an estimated $29.5M.

  • 164 institutional investors held Phreesia (PHR) as of Q2 2022, down from 175 in Q1 2022.
  • Funds reported $1.26B of Phreesia stock for Q2 2022, down 3.8% quarter-over-quarter.
  • 23 funds opened new Phreesia positions in Q2 2022 and 31 closed out, a net change of -8 holders.
  • The largest Phreesia buyer in Q2 2022 was Fidelity Investments, an estimated $30M added.
  • The largest Phreesia seller in Q2 2022 was BlackRock, an estimated $29.5M sold.

Based on aggregated 13F filings for Q2 2022.