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Phreesia

185 hedge funds and large institutions have $2.93B invested in Phreesia in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 48 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

568% more call options, than puts

Call options by funds: $38.7M | Put options by funds: $5.8M

77% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 48

34% more capital invested

Capital invested by funds: $2.18B → $2.93B (+$743M)

0.46% less ownership

Funds ownership: 94.94%94.47% (-0.46%)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 188185 (-3)

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
3.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
85
Reduced
48
Closed
35
Calls
$38.7M
Puts
$5.8M
Net Calls
+$32.9M
Net Calls Change
+$48.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$423M +$15M +288,633 +4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$409M +$125M +2,394,169 +56%
BlackRock
3
BlackRock
New York
$351M +$105M +2,011,791 +54%
Vanguard Group
4
Vanguard Group
Pennsylvania
$128M +$21.6M +414,895 +25%
Brown Advisory
5
Brown Advisory
Maryland
$99.9M +$4.44M +85,215 +6%
CS
6
Credit Suisse
Switzerland
$97.8M +$251K +4,821 +0.3%
Jennison Associates
7
Jennison Associates
New York
$83.7M -$5.12M -98,322 -7%
TCM
8
TimesSquare Capital Management
New York
$71.8M +$8.65M +166,105 +17%
Franklin Resources
9
Franklin Resources
California
$60M -$87.7K -1,684 -0.2%
RSCM
10
Rock Springs Capital Management
Maryland
$58.8M +$5.73M +110,000 +13%
GKIM
11
GW&K Investment Management
Massachusetts
$55.4M +$9.08M +174,445 +24%
Invesco
12
Invesco
Georgia
$54.1M +$454K +8,718 +1%
RP
13
Riverbridge Partners
Minnesota
$53.6M +$16.8M +322,910 +59%
Capital International Investors
14
Capital International Investors
California
$48.8M
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$48.6M -$835K -16,031 -2%
State Street
16
State Street
Massachusetts
$44.2M +$4.95M +94,960 +15%
Wells Fargo
17
Wells Fargo
California
$40.9M +$4.71M +90,488 +16%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$38.5M +$5.29M +101,538 +19%
BG
19
Bellevue Group
Switzerland
$38.2M +$496K +9,529 +2%
SPPAM
20
Summit Partners Public Asset Management
Massachusetts
$32.5M +$12.4M +238,119 +82%
Northern Trust
21
Northern Trust
Illinois
$30.1M -$6.15M -118,026 -19%
RIM
22
Ranger Investment Management
Texas
$29.2M +$24.8M +476,316 New
William Blair & Company
23
William Blair & Company
Illinois
$29M +$360K +6,910 +1%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$25.1M -$903K -17,332 -4%
Lazard Asset Management
25
Lazard Asset Management
New York
$25M +$2.97M +57,013 +16%

PHR Hedge Fund Activity: Q2 2021 in Review

185 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q2 2021, worth a combined $2.93B — up 34% from $2.18B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of PHR and 32 opened new positions — a net loss of 3 holders — while 48 trimmed existing stakes and 85 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $125M. The largest seller was ARK Investment Management, cutting an estimated $66.5M.

  • 185 institutional investors held Phreesia (PHR) as of Q2 2021, down from 188 in Q1 2021.
  • Funds reported $2.93B of Phreesia stock for Q2 2021, up 34% quarter-over-quarter.
  • 32 funds opened new Phreesia positions in Q2 2021 and 35 closed out, a net change of -3 holders.
  • The largest Phreesia buyer in Q2 2021 was T. Rowe Price Associates, an estimated $125M added.
  • The largest Phreesia seller in Q2 2021 was ARK Investment Management, an estimated $66.5M sold.

Based on aggregated 13F filings for Q2 2021.