Phreesia
PHR
174 hedge funds and large institutions have $975M invested in Phreesia in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 56 reducing their positions, and 37 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 56
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.23% less ownership
Funds ownership: 94.78% → 94.55% (-0.23%)
9% less funds holding
Funds holding: 192 → 174 (-18)
13% less call options, than puts
Call options by funds: $2.93M | Put options by funds: $3.37M
38% less capital invested
Capital invested by funds: $1.58B → $975M (-$602M)
46% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$17.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$16.8M |
| 3 |
RSCM
Rock Springs Capital Management
Baltimore,
Maryland
|
+$12.7M |
| 4 |
WP
Woodline Partners
San Francisco,
California
|
+$10.6M |
| 5 |
OAM
Ophir Asset Management
Sydney,
Australia
|
+$9.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$12.3M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$10.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$9.64M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$9.1M |
| 5 |
Jennison Associates
New York
|
-$8.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Stifel Financial
St. Louis,
Missouri
| – | -$206K | -6,638 | Closed |
|
202
Corient Private Wealth
Miami,
Florida
| – | -$202K | -6,528 | Closed |
|
203
Rockefeller Capital Management
New York
| – | -$114K | -6,012 | Closed |
|
|
B
204
BloombergSen
Toronto,
Ontario, Canada
| – | -$86.8K | -2,800 | Closed |
|
205
Group One Trading
Chicago,
Illinois
| – | -$35K | -1,300 | Closed |
|
|
ODG
206
O'Dell Group
Cincinnati,
Ohio
| – | -$7.75K | -250 | Closed |
|
|
AWM
207
Avior Wealth Management
Omaha,
Nebraska
| – | -$2.39K | -89 | Closed |
|
|
VCM
208
Versant Capital Management
Phoenix,
Arizona
| – | -$961 | -31 | Closed |
|
|
BIA
209
Bell Investment Advisors
Oakland,
California
| – | -$714 | -23 | Closed |
|
|
LC
210
Lindbrook Capital
Calabasas,
California
| – | -$341 | -11 | Closed |
|
|
C
211
Covestor
London,
United Kingdom
| – | -$27 | -1 | -17% |
|
PHR Hedge Fund Activity: Q3 2023 in Review
174 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q3 2023, worth a combined $975M — down 38% from $1.58B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of PHR and 20 opened new positions — a net loss of 17 holders — while 56 trimmed existing stakes and 67 added.
The largest buyer was Point72 Asset Management, opening a new position worth an estimated $17.9M. The largest seller was BlackRock, cutting an estimated $12.3M.
- 174 institutional investors held Phreesia (PHR) as of Q3 2023, down from 192 in Q2 2023.
- Funds reported $975M of Phreesia stock for Q3 2023, down 38% quarter-over-quarter.
- 20 funds opened new Phreesia positions in Q3 2023 and 37 closed out, a net change of -17 holders.
- The largest Phreesia buyer in Q3 2023 was Point72 Asset Management, an estimated $17.9M added.
- The largest Phreesia seller in Q3 2023 was BlackRock, an estimated $12.3M sold.
Based on aggregated 13F filings for Q3 2023.