Phreesia
PHR
98 hedge funds and large institutions have $562M invested in Phreesia in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 17 reducing their positions, and 25 closing their positions.
165% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 17
12% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 25
8.02% more ownership
Funds ownership: 66.44% → 74.46% (+8%)
2% more funds holding
Funds holding: 96 → 98 (+2)
12% less capital invested
Capital invested by funds: $635M → $562M (-$73.1M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$26.4M |
| 2 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$14.5M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$12.6M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$11.8M |
| 5 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$13.3M |
| 2 |
TA
Tamarack Advisers
Carlsbad,
California
|
-$11.2M |
| 3 |
ESCM
Echo Street Capital Management
New York
|
-$8.55M |
| 4 |
LCM
LH Capital Markets
New York
|
-$7.99M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$5.77M |
PHR Hedge Fund Activity: Q1 2020 in Review
98 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q1 2020, worth a combined $562M — down 12% from $635M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new PHR positions and 25 closed out — a net gain of 3 holders — while 45 added to existing stakes and 17 trimmed.
The largest buyer was BlackRock, adding an estimated $26.4M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $13.3M sold.
- 98 institutional investors held Phreesia (PHR) as of Q1 2020, up from 96 in Q4 2019.
- Funds reported $562M of Phreesia stock for Q1 2020, down 12% quarter-over-quarter.
- 28 funds opened new Phreesia positions in Q1 2020 and 25 closed out, a net change of +3 holders.
- The largest Phreesia buyer in Q1 2020 was BlackRock, an estimated $26.4M added.
- The largest Phreesia seller in Q1 2020 was ClearBridge Investments, an estimated $13.3M sold.
Based on aggregated 13F filings for Q1 2020.