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Phreesia
PHR

Overview Fund Activity

180 hedge funds and large institutions have $1.25B invested in Phreesia in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 44 reducing their positions, and 16 closing their positions.

Holders
180
Holders Change
+17
Holders Change %
+10.43%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
35
Increased
71
Reduced
44
Closed
16
Calls
$3.19M
Puts
$1.18M
Net Calls
+$2.01M
Net Calls Change
-$1.44M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$201M
2
Brown Advisory
2
Brown Advisory
Maryland
$74.4M
3
DM
3
Deerfield Management
New York
$34.6M
4
GIM
4
Granahan Investment Management
Massachusetts
$12.2M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$20.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.34M
2
ESCM
2
Echo Street Capital Management
New York
$0
3
PC
3
PointState Capital
New York
$0
4
PWAM
4
Park West Asset Management
California
$0
5
Millennium Management
5
Millennium Management
New York
$21.3M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
176
Raleigh Capital Management
North Carolina
$1K 39 +39 New
BWL
177
Bogart Wealth LLC
Virginia
$1K 40 +40 New
HNB
178
Huntington National Bank
Ohio
$1K 48 +48 New
ESCM
179
Echo Street Capital Management
New York
– – -1,207,228 Closed
PC
180
PointState Capital
New York
– – -456,830 Closed
PWAM
181
Park West Asset Management
California
– – -440,609 Closed
CCM
182
Cinctive Capital Management
New York
– – -63,074 Closed
TD Asset Management
183
TD Asset Management
Ontario, Canada
– – -29,157 Closed
HSBC Holdings
184
HSBC Holdings
United Kingdom
– – -11,445 Closed
CM
185
Caption Management
Oklahoma
– – -10,000 Closed
PI
186
PEAK6 Investments
Illinois
– – -9,763 Closed
SCA
187
Spearhead Capital Advisors
Florida
– – -8,326 Closed
WG
188
Winton Group
United Kingdom
– – -8,194 Closed
PHK
189
Point72 Hong Kong
Hong Kong
– – -3,087 Closed
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
– – -1,426 Closed
STCOSD
191
Sageworth Trust Company of South Dakota
South Dakota
– – -146 Closed
BIA
192
Bell Investment Advisors
California
– – -21 Closed
MPWT
193
MassMutual Private Wealth & Trust
Connecticut
– – -9 Closed
C
194
Covestor
United Kingdom
$0 6 -2 -25%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
– – -1 Closed
CFGS
196
Concourse Financial Group Securities
Alabama
– – – –
AF
197
Allworth Financial
California
$0 12 – –
Group One Trading
198
Group One Trading
Illinois
– – – –
4 5 6 7
8