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Phreesia
PHR

Overview Fund Activity

192 hedge funds and large institutions have $1.58B invested in Phreesia in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-11
Holders Change %
-5.42%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
58
Reduced
76
Closed
30
Calls
$12.7M
Puts
$2.52M
Net Calls
+$10.2M
Net Calls Change
+$10.8M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$79.8M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$28.3M
3
Millennium Management
3
Millennium Management
New York
$38.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$137M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$13.7M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$52.8M
2
GIM
2
Granahan Investment Management
Massachusetts
$29.2M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$8.04M
4
ECM
4
Engle Capital Management
Connecticut
$0
5
SPPAM
5
Summit Partners Public Asset Management
Massachusetts
$7.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$114K -$10.3K -541 -8%
MLICM
152
Metropolitan Life Insurance Company (MetLife)
New York
$87.5K +$87.5K +2,823 New
B
153
BloombergSen
Ontario, Canada
$86.8K -$80.6K -2,600 -48%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$62.6K – – –
SOW
155
State of Wyoming
Wyoming
$59.5K +$15.3K +493 +35%
AssetMark Inc
156
AssetMark Inc
California
$52.3K – – –
TRCT
157
Tower Research Capital (TRC)
New York
$44.5K -$154K -4,973 -78%
Group One Trading
158
Group One Trading
Illinois
$40.3K +$40.3K +1,300 New
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$40K – – –
AIM
160
Arcadia Investment Management
Michigan
$37.2K +$37.2K +1,200 New
PA
161
Parallel Advisors
California
$32.2K -$124 -4 -0.4%
FHA
162
First Horizon Advisors
Tennessee
$28.6K – – –
HIIFS
163
Harel Insurance Investments & Financial Services
Israel
$28K +$1.03K +33 +4%
VanEck Associates
164
VanEck Associates
New York
$24K – – –
Osaic Holdings
165
Osaic Holdings
Arizona
$21.4K -$9.86K -318 -32%
Simplex Trading
166
Simplex Trading
Illinois
$21K +$21K +696 New
PPC
167
Park Place Capital
Alabama
$19.9K – – –
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$14K +$827 +27 +6%
CSWM
169
Cassady Schiller Wealth Management
Ohio
$8.96K – – –
ODG
170
O'Dell Group
Ohio
$7.75K +$7.75K +250 New
WTA
171
Washington Trust Advisors
Massachusetts
$7.63K – – –
S
172
SignatureFD
Georgia
$6.14K -$341 -11 -5%
PTC
173
Private Trust Company
Ohio
$6.05K -$310 -10 -5%
RCM
174
Raleigh Capital Management
North Carolina
$4.6K +$1.43K +46 +45%
HIM
175
Hillsdale Investment Management
Ontario, Canada
$3.41K -$629K -20,290 -99%
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7
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