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Phreesia
PHR

Overview Fund Activity

192 hedge funds and large institutions have $1.58B invested in Phreesia in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-11
Holders Change %
-5.42%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
58
Reduced
76
Closed
30
Calls
$12.7M
Puts
$2.52M
Net Calls
+$10.2M
Net Calls Change
+$10.8M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$79.8M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$28.3M
3
Millennium Management
3
Millennium Management
New York
$38.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$137M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$13.7M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$52.8M
2
GIM
2
Granahan Investment Management
Massachusetts
$29.2M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$8.04M
4
ECM
4
Engle Capital Management
Connecticut
$0
5
SPPAM
5
Summit Partners Public Asset Management
Massachusetts
$7.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
AllSquare Wealth Management
New York
$2.98K – – –
BAM
177
Bellevue Asset Management
Washington
$2.88K – – –
AWM
178
Avior Wealth Management
Nebraska
$2.76K – – –
NA
179
NewEdge Advisors
Louisiana
$2.42K -$38.4K -1,237 -94%
MCM
180
Manchester Capital Management
Vermont
$2.42K -$465 -15 -16%
Russell Investments Group
181
Russell Investments Group
United Kingdom
$1.77K -$3.1M -100,011 -100%
AAP
182
Arax Advisory Partners
Colorado
$1.33K – – –
GWS
183
Glassman Wealth Services
Virginia
$1.21K – – –
HNB
184
Huntington National Bank
Ohio
$1.05K +$93 +3 +10%
CAL
185
Capital Advisors Ltd
Ohio
$1K – – –
VCM
186
Versant Capital Management
Arizona
$961 +$961 +31 New
IA
187
IFP Advisors
Florida
$930 – – –
BIA
188
Bell Investment Advisors
California
$714 +$714 +23 New
QCG
189
Quadrant Capital Group
Ohio
$621 -$8.38K -270 -93%
AF
190
Allworth Financial
California
$373 -$870 -28 -70%
LC
191
Lindbrook Capital
California
$341 – – –
ECM
192
Engle Capital Management
Connecticut
– -$10.5M -325,000 Closed
Principal Financial Group
193
Principal Financial Group
Iowa
– -$4.9M -151,769 Closed
RPAM
194
Rhenman & Partners Asset Management
Sweden
– -$3.7M -120,000 Closed
Tudor Investment Corp
195
Tudor Investment Corp
Connecticut
– -$2.71M -83,946 Closed
GCM
196
Graham Capital Management
Connecticut
– -$1.82M -56,269 Closed
Calamos Advisors
197
Calamos Advisors
Illinois
– -$1.48M -45,871 Closed
Renaissance Technologies
198
Renaissance Technologies
New York
– -$1.28M -39,700 Closed
FAM
199
Fred Alger Management
New York
– -$1.26M -39,000 Closed
JCIA
200
Jackson Creek Investment Advisors
Colorado
– -$991K -30,698 Closed
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