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Phreesia
PHR

Overview Fund Activity

177 hedge funds and large institutions have $2.02B invested in Phreesia in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 53 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
–
Holders Change %
0%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
66
Reduced
53
Closed
36
Calls
$6.78M
Puts
$4.47M
Net Calls
+$2.31M
Net Calls Change
-$1.28M

Top Buyers

1
PWAM
1
Park West Asset Management
California
$25M
2
ESCM
2
Echo Street Capital Management
New York
$14.2M
3
Axa
3
Axa
France
$11.5M
4
GKIM
4
GW&K Investment Management
Massachusetts
$49M
5
CS
5
Credit Suisse
Switzerland
$73.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$229M
2
RIM
2
Ranger Investment Management
Texas
$0
3
Wells Fargo
3
Wells Fargo
California
$7.4M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$0
5
KCM
5
Kornitzer Capital Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
176
Ranger Investment Management
Texas
– -$28.6M -463,911 Closed
Allianz Asset Management
177
Allianz Asset Management
Germany
– -$20.5M -332,238 Closed
KCM
178
Kornitzer Capital Management
Kansas
– -$13.2M -213,444 Closed
Russell Investments Group
179
Russell Investments Group
United Kingdom
– -$7.81M -126,587 Closed
SPC
180
Stony Point Capital
New York
– -$4.22M -68,399 Closed
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
– -$3.43M -55,643 Closed
Two Sigma Investments
182
Two Sigma Investments
New York
– -$2.53M -41,035 Closed
JF
183
Jump Financial
Illinois
– -$2.29M -37,118 Closed
CIA
184
Capital Impact Advisors
Massachusetts
– -$2.15M -34,826 Closed
Calamos Advisors
185
Calamos Advisors
Illinois
– -$1.79M -28,945 Closed
GCM
186
Ghisallo Capital Management
Massachusetts
– -$1.23M -20,000 Closed
Man Group
187
Man Group
United Kingdom
– -$1.08M -17,470 Closed
Squarepoint
188
Squarepoint
New York
– -$1.07M -17,392 Closed
BAM
189
Blueshift Asset Management
New Jersey
– -$1.06M -17,247 Closed
AQR Capital Management
190
AQR Capital Management
Connecticut
– -$881K -14,284 Closed
WG
191
Winton Group
United Kingdom
– -$838K -13,577 Closed
AWE
192
Avidian Wealth Enterprises
Texas
– -$432K -7,000 Closed
LPL Financial
193
LPL Financial
California
– -$300K -4,858 Closed
ZCA
194
Zeke Capital Advisors
Pennsylvania
– -$285K -4,618 Closed
V
195
Veritable
Delaware
– -$278K -4,500 Closed
BCV
196
Banque Cantonale Vaudoise
Switzerland
– -$271K -4,391 Closed
Neuberger Berman Group
197
Neuberger Berman Group
New York
– -$253K -4,095 Closed
GT
198
Glenview Trust
Kentucky
– -$230K -3,726 Closed
Truist Financial
199
Truist Financial
North Carolina
– -$226K -3,671 Closed
MOS
200
MGO One Seven
Ohio
– -$247K -3,504 Closed
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