Phreesia
PHR
188 hedge funds and large institutions have $2.18B invested in Phreesia in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 63 reducing their positions, and 25 closing their positions.
36% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 25
11% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 63
5% more funds holding
Funds holding: 179 → 188 (+9)
0.54% more ownership
Funds ownership: 94.4% → 94.94% (+0.54%)
3% less capital invested
Capital invested by funds: $2.26B → $2.18B (-$77.3M)
90% less call options, than puts
Call options by funds: $1.8M | Put options by funds: $17.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$121M |
| 2 |
BlackRock
New York
|
+$38.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$12.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
-$30.4M |
| 2 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$26.8M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$19.4M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$18.8M |
| 5 |
LSCM
Light Street Capital Management
Palo Alto,
California
|
-$17.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RHBC
201
R.H. Bluestein & Co
Birmingham,
Michigan
| – | -$326K | -6,000 | Closed |
|
202
Walleye Trading
New York
| – | -$295K | -5,433 | Closed |
|
|
PP
203
Paloma Partners
Greenwich,
Connecticut
| – | -$231K | -4,263 | Closed |
|
|
GT
204
Glenview Trust
Louisville,
Kentucky
| – | -$202K | -3,726 | Closed |
|
|
WRF
205
Waddell & Reed Financial
Overland Park,
Kansas
| – | -$201K | -3,700 | Closed |
|
206
Acadian Asset Management
Boston,
Massachusetts
| – | -$164K | -3,024 | Closed |
|
|
ASN
207
Advisory Services Network
Atlanta,
Georgia
| – | -$58K | -1,060 | Closed |
|
|
RWA
208
Ropes Wealth Advisors
Boston,
Massachusetts
| – | -$19K | -346 | Closed |
|
|
CAAS
209
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$16K | -297 | Closed |
|
210
Simplex Trading
Chicago,
Illinois
| – | -$12.5K | -199 | Closed |
|
|
NFG
211
Next Financial Group
Houston,
Texas
| – | -$9K | -161 | Closed |
|
|
PFBT
212
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$2K | -32 | Closed |
|
213
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$1K | -17 | Closed |
|
PHR Hedge Fund Activity: Q1 2021 in Review
188 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q1 2021, worth a combined $2.18B — down 3.4% from $2.26B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new PHR positions and 25 closed out — a net gain of 9 holders — while 70 added to existing stakes and 63 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $121M. The largest seller was Brown Advisory, cutting an estimated $30.4M.
- 188 institutional investors held Phreesia (PHR) as of Q1 2021, up from 179 in Q4 2020.
- Funds reported $2.18B of Phreesia stock for Q1 2021, down 3.4% quarter-over-quarter.
- 34 funds opened new Phreesia positions in Q1 2021 and 25 closed out, a net change of +9 holders.
- The largest Phreesia buyer in Q1 2021 was T. Rowe Price Associates, an estimated $121M added.
- The largest Phreesia seller in Q1 2021 was Brown Advisory, an estimated $30.4M sold.
Based on aggregated 13F filings for Q1 2021.