Phreesia
PHR
175 hedge funds and large institutions have $1.31B invested in Phreesia in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 33 closing their positions.
131% more call options, than puts
Call options by funds: $7.64M | Put options by funds: $3.31M
60% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 50
2.67% more ownership
Funds ownership: 94.78% → 97.45% (+2.7%)
9% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 33
2% less funds holding
Funds holding: 178 → 175 (-3)
35% less capital invested
Capital invested by funds: $2.02B → $1.31B (-$707M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$41.4M |
| 2 |
ESCM
Echo Street Capital Management
New York
|
+$26.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$13M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$12.6M |
| 5 |
BlackRock
New York
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$29.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$25.2M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$23.2M |
| 4 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
-$21.2M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$20M |
PHR Hedge Fund Activity: Q1 2022 in Review
175 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q1 2022, worth a combined $1.31B — down 35% from $2.02B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of PHR and 30 opened new positions — a net loss of 3 holders — while 50 trimmed existing stakes and 80 added.
The largest buyer was Point72 Asset Management, opening a new position worth an estimated $41.4M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $29.3M sold.
- 175 institutional investors held Phreesia (PHR) as of Q1 2022, down from 178 in Q4 2021.
- Funds reported $1.31B of Phreesia stock for Q1 2022, down 35% quarter-over-quarter.
- 30 funds opened new Phreesia positions in Q1 2022 and 33 closed out, a net change of -3 holders.
- The largest Phreesia buyer in Q1 2022 was Point72 Asset Management, an estimated $41.4M added.
- The largest Phreesia seller in Q1 2022 was Lord, Abbett & Co, an estimated $29.3M sold.
Based on aggregated 13F filings for Q1 2022.