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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.

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 Market Value Shares Shares
Change 		Shares
Change %
OQS
201
Occudo Quantitative Strategies
Florida
– – -29,739 Closed
GCP
202
GSA Capital Partners
United Kingdom
– – -29,146 Closed
LCG
203
Lisanti Capital Growth
New York
– – -25,580 Closed
PAM
204
Panagora Asset Management
Massachusetts
– – -18,967 Closed
SG Americas Securities
205
SG Americas Securities
New York
– – -10,284 Closed
N
206
Numerai
California
– – -9,194 Closed
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
– – -7,708 Closed
AIM
208
Aigen Investment Management
New York
– – -7,404 Closed
Mariner
209
Mariner
Kansas
– – -7,372 Closed
GAM
210
Gotham Asset Management
New York
– – -6,661 Closed
AI
211
Atom Investors
Texas
– – -6,415 Closed
PMEF
212
Point72 Middle East FZE
United Arab Emirates
– – -3,294 Closed
Acadian Asset Management
213
Acadian Asset Management
Massachusetts
– – -1,349 Closed
BAM
214
Belpointe Asset Management
Nevada
– – -395 Closed
TWA
215
TCI Wealth Advisors
Arizona
– – -359 Closed
OIA
216
Optimum Investment Advisors
Illinois
– – -300 Closed
QL
217
Quarry LP
New York
– – -298 Closed
HWM
218
HighMark Wealth Management
Minnesota
– – -171 Closed
AAS
219
Ameritas Advisory Services
Nebraska
– – -150 Closed
EI
220
Ellevest Inc
New York
– – -29 Closed
ASN
221
Advisory Services Network
Georgia
– – -19 Closed
Walleye Capital
222
Walleye Capital
New York
– – – –
C
223
Covestor
United Kingdom
$0 6 – –
Man Group
224
Man Group
United Kingdom
– – – –
CFGS
225
Concourse Financial Group Securities
Alabama
– – – –
5 6 7 8
9