Phreesia
PHR
160 hedge funds and large institutions have $1.08B invested in Phreesia in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 15 closing their positions.
5,233% more call options, than puts
Call options by funds: $160K | Put options by funds: $3K
140% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 15
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
28% more capital invested
Capital invested by funds: $839M → $1.08B (+$238M)
15% more funds holding
Funds holding: 139 → 160 (+21)
9.65% more ownership
Funds ownership: 78.73% → 88.38% (+9.7%)
10% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$18.8M |
| 2 |
Jennison Associates
New York
|
+$14.6M |
| 3 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$14.6M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$13.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
-$15.4M |
| 2 |
Morgan Stanley
New York
|
-$13M |
| 3 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
-$6.92M |
| 4 |
ZDA
Zweig-DiMenna Associates
New York
|
-$6.73M |
| 5 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
-$4.82M |
PHR Hedge Fund Activity: Q3 2020 in Review
160 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q3 2020, worth a combined $1.08B — up 28% from $839M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new PHR positions and 15 closed out — a net gain of 21 holders — while 57 added to existing stakes and 52 trimmed.
The largest buyer was Granite Investment Partners, opening a new position worth an estimated $18.8M. The largest seller was Commonwealth of Pennsylvania Public School Employees Retirement System, cutting an estimated $15.4M.
- 160 institutional investors held Phreesia (PHR) as of Q3 2020, up from 139 in Q2 2020.
- Funds reported $1.08B of Phreesia stock for Q3 2020, up 28% quarter-over-quarter.
- 36 funds opened new Phreesia positions in Q3 2020 and 15 closed out, a net change of +21 holders.
- The largest Phreesia buyer in Q3 2020 was Granite Investment Partners, an estimated $18.8M added.
- The largest Phreesia seller in Q3 2020 was Commonwealth of Pennsylvania Public School Employees Retirement System, an estimated $15.4M sold.
Based on aggregated 13F filings for Q3 2020.