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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 %
CTC
176
Central Trust Company
Missouri
$1.27K – – –
LC
177
Lindbrook Capital
California
$1.27K +$1.27K +55 New
CAL
178
Capital Advisors Ltd
Ohio
$1K – – –
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$995 +$995 +43 New
FFA
180
Farther Finance Advisors
California
$741 +$741 +32 New
GI
181
GAMMA Investing
California
$433 +$433 +17 New
S
182
SignatureFD
Georgia
$417 -$1.07K -46 -72%
AAP
183
Arax Advisory Partners
Colorado
$348 -$650 -28 -65%
HNB
184
Huntington National Bank
Ohio
$23 -$759 -33 -97%
Loomis, Sayles & Company
185
Loomis, Sayles & Company
Massachusetts
– -$15.2M -815,608 Closed
CI Investments Inc
186
CI Investments Inc
Ontario, Canada
– -$8.92M -477,265 Closed
TA
187
Tamarack Advisers
California
– -$4.02M -215,000 Closed
SBH
188
Segall Bryant & Hamill
Illinois
– -$2.56M -137,213 Closed
Prudential Financial
189
Prudential Financial
New Jersey
– -$2.31M -123,948 Closed
Qube Research & Technologies (QRT)
190
Qube Research & Technologies (QRT)
United Kingdom
– -$2.24M -119,791 Closed
MCM
191
McKinley Capital Management
Alaska
– -$1.66M -88,760 Closed
Renaissance Technologies
192
Renaissance Technologies
New York
– -$1.12M -60,000 Closed
First Trust Advisors
193
First Trust Advisors
Illinois
– -$749K -40,118 Closed
XT
194
XTX Topco
Cayman Islands
– -$442K -23,677 Closed
QC
195
Quadrature Capital
United Kingdom
– -$288K -15,395 Closed
Federated Hermes
196
Federated Hermes
Pennsylvania
– -$274K -14,643 Closed
AQR Capital Management
197
AQR Capital Management
Connecticut
– -$262K -14,019 Closed
SRAM
198
Spouting Rock Asset Management
Pennsylvania
– -$250K -13,381 Closed
SF
199
Synovus Financial
Georgia
– -$233K -12,447 Closed
ZCM
200
Ziegler Capital Management
Illinois
– -$228K -12,205 Closed
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