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Phreesia
PHR

Overview Fund Activity

203 hedge funds and large institutions have $1.62B invested in Phreesia in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+25
Holders Change %
+14.04%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
68
Reduced
55
Closed
18
Calls
$2.48M
Puts
$3.11M
Net Calls
-$634K
Net Calls Change
-$2.15M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$26.1M
2
GIM
2
Granahan Investment Management
Massachusetts
$48M
3
SPPAM
3
Summit Partners Public Asset Management
Massachusetts
$18.2M
4
OAM
4
Ophir Asset Management
Australia
$18.1M
5
ECM
5
Engle Capital Management
Connecticut
$10.5M

Top Sellers

1
DM
1
Deerfield Management
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$230M
3
Millennium Management
3
Millennium Management
New York
$12.4M
4
TCM
4
TimesSquare Capital Management
New York
$15.2M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
151
KeyBank National Association
Ohio
$220K – – –
Handelsbanken Fonder
152
Handelsbanken Fonder
Sweden
$220K – – –
Stifel Financial
153
Stifel Financial
Missouri
$216K +$216K +6,703 New
GAM
154
Gotham Asset Management
New York
$215K +$215K +6,661 New
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$211K +$67.3K +2,091 +47%
Corient Private Wealth
156
Corient Private Wealth
Florida
$211K +$211K +6,528 New
AI
157
Atom Investors
Texas
$207K -$129K -3,984 -38%
TRCT
158
Tower Research Capital (TRC)
New York
$207K +$192K +5,939 +1,264%
AB
159
Amalgamated Bank
New York
$197K -$33.2K -1,029 -14%
B
160
BloombergSen
Ontario, Canada
$174K -$3.23K -100 -2%
DFCM
161
Dark Forest Capital Management
Puerto Rico
$146K +$146K +4,522 New
AIP
162
Ameritas Investment Partners
Nebraska
$129K +$7.81K +242 +6%
Bessemer Group
163
Bessemer Group
New Jersey
$127K +$127K +3,941 New
PMEF
164
Point72 Middle East FZE
United Arab Emirates
$106K +$106K +3,294 New
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$65K -$6.76K -210 -9%
AssetMark Inc
166
AssetMark Inc
California
$54.4K – – –
SOW
167
State of Wyoming
Wyoming
$46K +$1.32K +41 +3%
Citigroup
168
Citigroup
New York
$44.8K -$10.8K -336 -20%
Acadian Asset Management
169
Acadian Asset Management
Massachusetts
$43K +$43K +1,349 New
NA
170
NewEdge Advisors
Louisiana
$42.5K -$258 -8 -0.6%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$41.7K – – –
PA
172
Parallel Advisors
California
$33.7K -$6.49K -201 -16%
Osaic Holdings
173
Osaic Holdings
Arizona
$32.5K +$355 +11 +1%
FHA
174
First Horizon Advisors
Tennessee
$29.8K – – –
HIIFS
175
Harel Insurance Investments & Financial Services
Israel
$28K +$1.39K +43 +5%
5 6
7
8 9