Phreesia
PHR
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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
54% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 50
48% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 25
24% more capital invested
Capital invested by funds: $975M → $1.21B (+$232M)
7% more funds holding
Funds holding: 174 → 186 (+12)
0.79% less ownership
Funds ownership: 94.55% → 93.76% (-0.79%)
39% less call options, than puts
Call options by funds: $12.6M | Put options by funds: $20.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$12.4M |
| 2 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
+$9.54M |
| 3 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
+$8.16M |
| 4 |
RSCM
Rock Springs Capital Management
Baltimore,
Maryland
|
+$7.42M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$5.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$37.9M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$15.2M |
| 3 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$8.91M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$6.04M |
| 5 |
JP Morgan Chase
New York
|
-$4.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CMF
201
Counterpoint Mutual Funds
San Diego,
California
| – | -$137K | -7,358 | Closed |
|
202
Walleye Trading
New York
| – | -$82.3K | -4,771 | Closed |
|
|
PTC
203
Private Trust Company
Cleveland,
Ohio
| – | -$3.64K | -195 | Closed |
|
|
HIM
204
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$3.36K | -180 | Closed |
|
|
MCM
205
Manchester Capital Management
Manchester,
Vermont
| – | -$1.46K | -78 | Closed |
|
|
HL
206
HeadInvest LLC
Portland,
Maine
| – | -$732 | -40 | Closed |
|
|
IA
207
IFP Advisors
Tampa,
Florida
| – | -$560 | -30 | Closed |
|
|
AF
208
Allworth Financial
Folsom,
California
| – | -$225 | -12 | Closed |
|
|
QCG
209
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$187 | -10 | Closed |
|
|
BTI
210
Blue Trust Inc
Alpharetta,
Georgia
| – | +$362 | +21 | New |
|
PHR Hedge Fund Activity: Q4 2023 in Review
186 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q4 2023, worth a combined $1.21B — up 24% from $975M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new PHR positions and 25 closed out — a net gain of 12 holders — while 77 added to existing stakes and 50 trimmed.
The largest buyer was Brown Advisory, adding an estimated $12.4M. The largest seller was Jennison Associates, cutting an estimated $37.9M.
- 186 institutional investors held Phreesia (PHR) as of Q4 2023, up from 174 in Q3 2023.
- Funds reported $1.21B of Phreesia stock for Q4 2023, up 24% quarter-over-quarter.
- 37 funds opened new Phreesia positions in Q4 2023 and 25 closed out, a net change of +12 holders.
- The largest Phreesia buyer in Q4 2023 was Brown Advisory, an estimated $12.4M added.
- The largest Phreesia seller in Q4 2023 was Jennison Associates, an estimated $37.9M sold.
Based on aggregated 13F filings for Q4 2023.