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Phreesia
PHR

Overview Fund Activity

186 hedge funds and large institutions have $1.21B invested in Phreesia in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 50 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+12
Holders Change %
+6.9%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
77
Reduced
50
Closed
25
Calls
$12.6M
Puts
$20.7M
Net Calls
-$8.08M
Net Calls Change
-$7.65M

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$91.5M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$12.8M
3
GF
3
Greenhouse Funds
Maryland
$11M
4
RSCM
4
Rock Springs Capital Management
Maryland
$51.1M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$41.9M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$898K
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$7.29M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
151
Russell Investments Group
United Kingdom
$88.9K +$87.3K +3,769 +5,462%
PMEF
152
Point72 Middle East FZE
United Arab Emirates
$85.1K +$33.5K +1,449 +65%
SOW
153
State of Wyoming
Wyoming
$75.4K +$9.45K +408 +14%
MLICM
154
Metropolitan Life Insurance Company (MetLife)
New York
$68.3K – – –
Amundi
155
Amundi
France
$42.1K +$42.1K +1,832 New
AssetMark Inc
156
AssetMark Inc
California
$39K -$93 -4 -0.2%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$34.6K -$11.9K -515 -26%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$29.9K – – –
Osaic Holdings
159
Osaic Holdings
Arizona
$29.1K -$11.3K -494 -28%
VanEck Associates
160
VanEck Associates
New York
$25K +$7.23K +317 +41%
PA
161
Parallel Advisors
California
$23.5K +$93 +4 +0.4%
FHA
162
First Horizon Advisors
Tennessee
$21.4K – – –
Comerica Bank
163
Comerica Bank
Texas
$15K -$5.05K -218 -25%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$13K -$17.4K -734 -57%
Allspring Global Investments
165
Allspring Global Investments
North Carolina
$8.45K -$157K -6,766 -95%
HIIFS
166
Harel Insurance Investments & Financial Services
Israel
$8K -$13.8K -569 -63%
WTA
167
Washington Trust Advisors
Massachusetts
$7.46K +$1.76K +76 +31%
CSWM
168
Cassady Schiller Wealth Management
Ohio
$6.69K – – –
PPC
169
Park Place Capital
Alabama
$4.28K -$10.6K -457 -71%
QL
170
Quarry LP
New York
$3.61K +$3.61K +156 New
BAM
171
Bellevue Asset Management
Washington
$2.82K +$671 +29 +31%
AWM
172
AllSquare Wealth Management
New York
$2.32K – – –
GWS
173
Glassman Wealth Services
Virginia
$1.97K +$1.07K +46 +118%
NA
174
NewEdge Advisors
Louisiana
$1.62K -$185 -8 -10%
VCM
175
Versant Capital Management
Arizona
$1.48K +$1.48K +64 New
5 6
7
8 9