Phreesia
PHR
178 hedge funds and large institutions have $2.02B invested in Phreesia in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 53 reducing their positions, and 36 closing their positions.
52% more call options, than puts
Call options by funds: $6.78M | Put options by funds: $4.47M
25% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 53
3% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 36
0% more funds holding
Funds holding: 178 → 178 (0)
2.21% less ownership
Funds ownership: 96.98% → 94.78% (-2.2%)
34% less capital invested
Capital invested by funds: $3.05B → $2.02B (-$1.02B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$35.6M |
| 2 |
ESCM
Echo Street Capital Management
New York
|
+$20.2M |
| 3 |
Axa
Paris,
France
|
+$16.4M |
| 4 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$16.3M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$46.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$33.9M |
| 3 |
RIM
Ranger Investment Management
Dallas,
Texas
|
-$28.6M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$20.5M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$18.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MOS
201
MGO One Seven
Beachwood,
Ohio
| – | -$247K | -3,504 | Closed |
|
|
LCP
202
Legacy Capital Partners
Milwaukee,
Wisconsin
| – | -$210K | -3,410 | Closed |
|
203
Simplex Trading
Chicago,
Illinois
| – | -$162K | -2,727 | Closed |
|
|
OSAM
204
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$131K | -2,121 | Closed |
|
|
CA
205
Clearstead Advisors
Cleveland,
Ohio
| – | -$29K | -463 | Closed |
|
|
LWM
206
Liberty Wealth Management
Oakland,
California
| – | -$12K | -200 | Closed |
|
|
QCG
207
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$9K | -140 | Closed |
|
|
PCG
208
Private Capital Group
West Hartford,
Connecticut
| – | -$7K | -115 | Closed |
|
|
TWA
209
TCI Wealth Advisors
Tucson,
Arizona
| – | -$6K | -100 | Closed |
|
210
Bessemer Group
Woodbridge,
New Jersey
| – | -$6K | -95 | Closed |
|
|
AII
211
AGF Investments Inc
Toronto,
Ontario, Canada
| – | -$6K | -93 | Closed |
|
|
S
212
SignatureFD
Atlanta,
Georgia
| – | -$2K | -28 | Closed |
|
|
C
213
Covestor
London,
United Kingdom
| – | +$535 | +9 | New |
|
|
GWS
214
Glassman Wealth Services
Vienna,
Virginia
| – | +$594 | +10 | New |
|
PHR Hedge Fund Activity: Q4 2021 in Review
178 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q4 2021, worth a combined $2.02B — down 34% from $3.05B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new PHR positions and 36 closed out — a net gain of 1 holder — while 66 added to existing stakes and 53 trimmed.
The largest buyer was Park West Asset Management, opening a new position worth an estimated $35.6M. The largest seller was Fidelity Investments, cutting an estimated $46.4M.
- 178 institutional investors held Phreesia (PHR) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $2.02B of Phreesia stock for Q4 2021, down 34% quarter-over-quarter.
- 37 funds opened new Phreesia positions in Q4 2021 and 36 closed out, a net change of +1 holder.
- The largest Phreesia buyer in Q4 2021 was Park West Asset Management, an estimated $35.6M added.
- The largest Phreesia seller in Q4 2021 was Fidelity Investments, an estimated $46.4M sold.
Based on aggregated 13F filings for Q4 2021.