PHR icon

Phreesia
PHR

Overview Fund Activity

203 hedge funds and large institutions have $1.62B invested in Phreesia in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+25
Holders Change %
+14.04%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
68
Reduced
55
Closed
18
Calls
$2.48M
Puts
$3.11M
Net Calls
-$634K
Net Calls Change
-$2.15M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$26.1M
2
GIM
2
Granahan Investment Management
Massachusetts
$48M
3
SPPAM
3
Summit Partners Public Asset Management
Massachusetts
$18.2M
4
OAM
4
Ophir Asset Management
Australia
$18.1M
5
ECM
5
Engle Capital Management
Connecticut
$10.5M

Top Sellers

1
DM
1
Deerfield Management
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$230M
3
Millennium Management
3
Millennium Management
New York
$12.4M
4
TCM
4
TimesSquare Capital Management
New York
$15.2M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VanEck Associates
176
VanEck Associates
New York
$25K -$995 -31 -4%
PPC
177
Park Place Capital
Alabama
$20.7K – – –
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
BAM
179
Belpointe Asset Management
Nevada
$12.8K +$12.8K +395 New
TWA
180
TCI Wealth Advisors
Arizona
$11.6K – – –
OIA
181
Optimum Investment Advisors
Illinois
$9.69K +$9.69K +300 New
QL
182
Quarry LP
New York
$9.62K +$9.62K +298 New
QCG
183
Quadrant Capital Group
Ohio
$9.37K +$8.72K +270 +1,350%
CSWM
184
Cassady Schiller Wealth Management
Ohio
$9.33K – – –
WTA
185
Washington Trust Advisors
Massachusetts
$7.94K – – –
S
186
SignatureFD
Georgia
$6.75K -$97 -3 -1%
PTC
187
Private Trust Company
Ohio
$6.62K – – –
HWM
188
HighMark Wealth Management
Minnesota
$5.52K +$5.52K +171 New
AAS
189
Ameritas Advisory Services
Nebraska
$4.99K +$4.99K +150 New
RCM
190
Raleigh Capital Management
North Carolina
$3.29K +$710 +22 +28%
AWM
191
AllSquare Wealth Management
New York
$3.23K – – –
MCM
192
Manchester Capital Management
Vermont
$3K – – –
BAM
193
Bellevue Asset Management
Washington
$3K – – –
AWM
194
Avior Wealth Management
Nebraska
$2.87K +$2.87K +89 New
AAP
195
Arax Advisory Partners
Colorado
$1.39K – – –
AF
196
Allworth Financial
California
$1.29K +$904 +28 +233%
GWS
197
Glassman Wealth Services
Virginia
$1.26K – – –
HNB
198
Huntington National Bank
Ohio
$1K +$129 +4 +15%
CAL
199
Capital Advisors Ltd
Ohio
$1K – – –
EI
200
Ellevest Inc
New York
$936 -$2.42K -75 -72%
5 6 7
8
9