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Phreesia

181 hedge funds and large institutions have $1.25B invested in Phreesia in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $1.18M

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

61% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 44

10% more funds holding

Funds holding: 164181 (+17)

1% less capital invested

Capital invested by funds: $1.26B → $1.25B (-$11.7M)

3.2% less ownership

Funds ownership: 96.77%93.57% (-3.2%)

Holders
181
Holders Change
+17
Holders Change %
+10.37%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
71
Reduced
44
Closed
16
Calls
$3.19M
Puts
$1.18M
Net Calls
+$2.01M
Net Calls Change
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
151
Nomura Holdings
Japan
$27K +$26.3K +1,052 New
FHA
152
First Horizon Advisors
Tennessee
$23K
HIIFS
153
Harel Insurance Investments & Financial Services
Israel
$21K -$2.87K -115 -12%
Allspring Global Investments
154
Allspring Global Investments
North Carolina
$21K +$9.36K +375 +81%
Russell Investments Group
155
Russell Investments Group
United Kingdom
$19K
Simplex Trading
156
Simplex Trading
Illinois
$15K -$102K -4,080 -87%
VanEck Associates
157
VanEck Associates
New York
$15K +$14.4K +576 New
TWA
158
TCI Wealth Advisors
Arizona
$9K
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$8K
LC
160
Lindbrook Capital
California
$8K +$7.41K +297 +3,300%
LSA
161
Leonteq Securities AG
Switzerland
$7.87K
BBHC
162
Brown Brothers Harriman & Co
New York
$7K +$6.41K +257 New
WTA
163
Washington Trust Advisors
Massachusetts
$6K +$749 +30 +14%
PTC
164
Private Trust Company
Ohio
$5K
BTI
165
Blue Trust Inc
Georgia
$5K +$4.97K +199 New
S
166
SignatureFD
Georgia
$4K
AWM
167
AllSquare Wealth Management
New York
$3K
MCM
168
Manchester Capital Management
Vermont
$3K +$275 +11 +10%
BAM
169
Bellevue Asset Management
Washington
$2K +$250 +10 +12%
CAM
170
ClariVest Asset Management
California
$2K +$1.77K +71 New
QCG
171
Quadrant Capital Group
Ohio
$1K -$1.27K -51 -57%
AAP
172
Arax Advisory Partners
Colorado
$1K
GWS
173
Glassman Wealth Services
Virginia
$1K
IA
174
IFP Advisors
Florida
$1K
CAL
175
Capital Advisors Ltd
Ohio
$1K +$225 +9 +32%

PHR Hedge Fund Activity: Q3 2022 in Review

181 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q3 2022, worth a combined $1.25B — down 0.93% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PHR positions and 16 closed out — a net gain of 19 holders — while 71 added to existing stakes and 44 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $41.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $170M.

  • 181 institutional investors held Phreesia (PHR) as of Q3 2022, up from 164 in Q2 2022.
  • Funds reported $1.25B of Phreesia stock for Q3 2022, down 0.93% quarter-over-quarter.
  • 35 funds opened new Phreesia positions in Q3 2022 and 16 closed out, a net change of +19 holders.
  • The largest Phreesia buyer in Q3 2022 was Fidelity Investments, an estimated $41.4M added.
  • The largest Phreesia seller in Q3 2022 was T. Rowe Price Associates, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2022.