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Phreesia

181 hedge funds and large institutions have $1.25B invested in Phreesia in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $1.18M

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

61% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 44

10% more funds holding

Funds holding: 164181 (+17)

1% less capital invested

Capital invested by funds: $1.26B → $1.25B (-$11.7M)

3.2% less ownership

Funds ownership: 96.77%93.57% (-3.2%)

Holders
181
Holders Change
+17
Holders Change %
+10.37%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
71
Reduced
44
Closed
16
Calls
$3.19M
Puts
$1.18M
Net Calls
+$2.01M
Net Calls Change
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$201M +$41.4M +1,657,650 +27%
BlackRock
2
BlackRock
New York
$120M -$7.51M -300,977 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$97.2M +$3.2M +128,131 +3%
Brown Advisory
4
Brown Advisory
Maryland
$74.4M +$16.7M +670,902 +30%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$64.7M +$63.3M +2,537,469 New
CS
6
Credit Suisse
Switzerland
$50.4M +$96.8K +3,880 +0.2%
Franklin Resources
7
Franklin Resources
California
$36.4M +$651K +26,079 +2%
GKIM
8
GW&K Investment Management
Massachusetts
$35.3M -$1.22M -48,708 -3%
DM
9
Deerfield Management
New York
$34.6M +$12.5M +500,885 +58%
RSCM
10
Rock Springs Capital Management
Maryland
$33.2M +$107K +4,300 +0.3%
Jennison Associates
11
Jennison Associates
New York
$28.3M +$9.85M +394,599 +55%
State Street
12
State Street
Massachusetts
$25.4M -$13.7K -549 -0.1%
RP
13
Riverbridge Partners
Minnesota
$24.6M -$112K -4,503 -0.5%
TCM
14
TimesSquare Capital Management
New York
$23.2M +$1.92M +76,810 +9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$22.7M +$375K +15,039 +2%
Millennium Management
16
Millennium Management
New York
$21.3M -$9.84M -394,173 -32%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$20.9M +$10.2M +410,593 +100%
BG
18
Bellevue Group
Switzerland
$17M -$343K -13,734 -2%
N
19
Nuveen
North Carolina
$16.1M +$2.91M +116,504 +23%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$15.9M +$283K +11,359 +2%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$15.8M -$2.82M -113,168 -15%
Northern Trust
22
Northern Trust
Illinois
$13.1M -$138K -5,523 -1%
Lazard Asset Management
23
Lazard Asset Management
New York
$12.2M +$445K +17,831 +4%
GIM
24
Granahan Investment Management
Massachusetts
$12.2M +$11.9M +477,347 New
Bank of America
25
Bank of America
North Carolina
$10M -$163K -6,551 -2%

PHR Hedge Fund Activity: Q3 2022 in Review

181 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q3 2022, worth a combined $1.25B — down 0.93% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PHR positions and 16 closed out — a net gain of 19 holders — while 71 added to existing stakes and 44 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $41.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $170M.

  • 181 institutional investors held Phreesia (PHR) as of Q3 2022, up from 164 in Q2 2022.
  • Funds reported $1.25B of Phreesia stock for Q3 2022, down 0.93% quarter-over-quarter.
  • 35 funds opened new Phreesia positions in Q3 2022 and 16 closed out, a net change of +19 holders.
  • The largest Phreesia buyer in Q3 2022 was Fidelity Investments, an estimated $41.4M added.
  • The largest Phreesia seller in Q3 2022 was T. Rowe Price Associates, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2022.