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Phreesia
PHR

Overview Fund Activity

174 hedge funds and large institutions have $975M invested in Phreesia in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 56 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-18
Holders Change %
-9.38%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
67
Reduced
56
Closed
37
Calls
$2.93M
Puts
$3.37M
Net Calls
-$434K
Net Calls Change
-$10.6M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$12.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$147M
3
RSCM
3
Rock Springs Capital Management
Maryland
$33.2M
4
WP
4
Woodline Partners
California
$7.36M
5
OAM
5
Ophir Asset Management
Australia
$16.5M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
DCM
2
Driehaus Capital Management
Illinois
$0
3
BlackRock
3
BlackRock
New York
$74.2M
4
SPPAM
4
Summit Partners Public Asset Management
Massachusetts
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
151
Comerica Bank
Texas
$16.2K +$16.2K +867 New
VanEck Associates
152
VanEck Associates
New York
$15K – – –
PPC
153
Park Place Capital
Alabama
$12K – – –
CSWM
154
Cassady Schiller Wealth Management
Ohio
$5.4K – – –
WTA
155
Washington Trust Advisors
Massachusetts
$4.6K – – –
Citigroup
156
Citigroup
New York
$4.32K -$307K -16,411 -99%
PTC
157
Private Trust Company
Ohio
$3.64K – – –
HIM
158
Hillsdale Investment Management
Ontario, Canada
$3.36K +$1.31K +70 +64%
AWM
159
AllSquare Wealth Management
New York
$1.87K – – –
BAM
160
Bellevue Asset Management
Washington
$1.74K – – –
MCM
161
Manchester Capital Management
Vermont
$1.46K – – –
NA
162
NewEdge Advisors
Louisiana
$1.46K – – –
Russell Investments Group
163
Russell Investments Group
United Kingdom
$1.29K +$224 +12 +21%
S
164
SignatureFD
Georgia
$1.2K -$2.5K -134 -68%
CTC
165
Central Trust Company
Missouri
$1.03K +$1.03K +55 New
CAL
166
Capital Advisors Ltd
Ohio
$1K – – –
AAP
167
Arax Advisory Partners
Colorado
$804 – – –
HL
168
HeadInvest LLC
Maine
$732 +$732 +40 New
GWS
169
Glassman Wealth Services
Virginia
$729 – – –
HNB
170
Huntington National Bank
Ohio
$635 – – –
IA
171
IFP Advisors
Florida
$560 – – –
AF
172
Allworth Financial
California
$225 – – –
QCG
173
Quadrant Capital Group
Ohio
$187 -$187 -10 -50%
RCM
174
Raleigh Capital Management
North Carolina
$8 -$4.6K -148 Closed
Lord, Abbett & Co
175
Lord, Abbett & Co
New Jersey
– -$10.7M -345,132 Closed
5 6
7
8 9