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Phreesia
PHR

Overview Fund Activity

192 hedge funds and large institutions have $1.58B invested in Phreesia in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 30 closing their positions.

Holders
192
Holders Change
-11
Holders Change %
-5.42%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
58
Reduced
76
Closed
30
Calls
$12.7M
Puts
$2.52M
Net Calls
+$10.2M
Net Calls Change
+$10.8M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$79.8M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$28.3M
3
Millennium Management
3
Millennium Management
New York
$38.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$137M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$13.7M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$52.8M
2
GIM
2
Granahan Investment Management
Massachusetts
$29.2M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$8.04M
4
ECM
4
Engle Capital Management
Connecticut
$0
5
SPPAM
5
Summit Partners Public Asset Management
Massachusetts
$7.16M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$224M 7,232,095 +115,376 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$137M 4,432,164 +447,286 +11%
BlackRock
3
BlackRock
New York
$137M 4,429,561 -64,971 -1%
Brown Advisory
4
Brown Advisory
Maryland
$100M 3,231,210 +3,680 +0.1%
Jennison Associates
5
Jennison Associates
New York
$79.8M 2,571,842 +1,194,479 +87%
CS
6
Credit Suisse
Switzerland
$58.3M 1,880,388 -60,599 -3%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$52.8M 1,701,894 -994,227 -37%
GKIM
8
GW&K Investment Management
Massachusetts
$42M 1,353,492 -15,676 -1%
RSCM
9
Rock Springs Capital Management
Maryland
$40.5M 1,305,000 +2,500 +0.2%
Franklin Resources
10
Franklin Resources
California
$39.1M 1,259,994 -1,084 -0.1%
Millennium Management
11
Millennium Management
New York
$38.9M 1,253,589 +868,089 +225%
State Street
12
State Street
Massachusetts
$33.9M 1,093,237 +11,217 +1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$31.6M 1,017,727 +41,751 +4%
GIM
14
Granahan Investment Management
Massachusetts
$29.2M 942,780 -544,485 -37%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$28.3M 911,936 +911,936 New
RP
16
Riverbridge Partners
Minnesota
$27.9M 898,380 -18,404 -2%
Capital International Investors
17
Capital International Investors
California
$25M 807,600 – –
TCM
18
TimesSquare Capital Management
New York
$22.3M 718,286 +248,331 +53%
BG
19
Bellevue Group
Switzerland
$19.8M 638,653 – –
Northern Trust
20
Northern Trust
Illinois
$16.7M 539,090 +22,478 +4%
OAM
21
Ophir Asset Management
Australia
$16.5M 533,295 -27,307 -5%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$15.5M 499,039 -38,568 -7%
Citadel Advisors
23
Citadel Advisors
Florida
$14.7M 474,426 +248,156 +110%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$14.3M 460,257 -25 -0%
CI Investments Inc
25
CI Investments Inc
Ontario, Canada
$13.9M 447,765 +158,300 +55%
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