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Phreesia

178 hedge funds and large institutions have $1.56B invested in Phreesia in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
65
Reduced
66
Closed
20
Calls
$2.08M
Puts
$566K
Net Calls
+$1.51M
Net Calls Change
-$499K
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
151
Tower Research Capital (TRC)
New York
$15K -$85.1K -2,667 -85%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$14K +$3.97K +122 +40%
Dimensional Fund Advisors
153
Dimensional Fund Advisors
Texas
$13K +$3.08K +95,281 +31%
TWA
154
TCI Wealth Advisors
Arizona
$11.6K
CSWM
155
Cassady Schiller Wealth Management
Ohio
$9.35K +$9.35K +289 New
ZB
156
Zions Bancorporation
Utah
$9.06K +$9.06K +280 New
WTA
157
Washington Trust Advisors
Massachusetts
$7.96K
PTC
158
Private Trust Company
Ohio
$7K
S
159
SignatureFD
Georgia
$6.86K +$1.62K +50 +31%
EI
160
Ellevest Inc
New York
$3.37K +$2.69K +83 +395%
AWM
161
AllSquare Wealth Management
New York
$3.24K
MCM
162
Manchester Capital Management
Vermont
$3.01K -$841 -26 -22%
BAM
163
Bellevue Asset Management
Washington
$2.99K
RCM
164
Raleigh Capital Management
North Carolina
$2.59K +$1.33K +41 +105%
TC
165
Truvestments Capital
Florida
$2.36K +$2.36K +73 New
AAP
166
Arax Advisory Partners
Colorado
$1.39K
GWS
167
Glassman Wealth Services
Virginia
$1.26K
CAL
168
Capital Advisors Ltd
Ohio
$1K -$321 -9 -24%
IA
169
IFP Advisors
Florida
$1K +$100 +3 +11%
AWM
170
Accurate Wealth Management
Florida
$886 +$886 +26 New
HNB
171
Huntington National Bank
Ohio
$873 -$679 -21 -44%
QCG
172
Quadrant Capital Group
Ohio
$647 -$615 -19 -49%
ASN
173
Advisory Services Network
Georgia
$615 +$615 +19 New
AF
174
Allworth Financial
California
$388
LC
175
Lindbrook Capital
California
$356 -$9.55K -295 -96%