Phreesia
PHR
179 hedge funds and large institutions have $2.26B invested in Phreesia in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 71 increasing their positions, 53 reducing their positions, and 31 closing their positions.
1,886% more call options, than puts
Call options by funds: $6.14M | Put options by funds: $309K
111% more capital invested
Capital invested by funds: $1.07B → $2.26B (+$1.19B)
61% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 31
34% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 53
12% more funds holding
Funds holding: 160 → 179 (+19)
6.02% more ownership
Funds ownership: 88.38% → 94.4% (+6%)
100% less funds holding in top 10
Funds holding in top 10: 4 → 0 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$145M |
| 2 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$34.5M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$26M |
| 4 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$25.7M |
| 5 |
BlackRock
New York
|
+$23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$29.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$20.7M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
-$12.8M |
| 4 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$11.7M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$11.5M |
PHR Hedge Fund Activity: Q4 2020 in Review
179 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q4 2020, worth a combined $2.26B — up 111% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new PHR positions and 31 closed out — a net gain of 19 holders — while 71 added to existing stakes and 53 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $145M. The largest seller was Select Equity Group, cutting an estimated $29.6M.
- 179 institutional investors held Phreesia (PHR) as of Q4 2020, up from 160 in Q3 2020.
- Funds reported $2.26B of Phreesia stock for Q4 2020, up 111% quarter-over-quarter.
- 50 funds opened new Phreesia positions in Q4 2020 and 31 closed out, a net change of +19 holders.
- The largest Phreesia buyer in Q4 2020 was Fidelity Investments, an estimated $145M added.
- The largest Phreesia seller in Q4 2020 was Select Equity Group, an estimated $29.6M sold.
Based on aggregated 13F filings for Q4 2020.