Phreesia
PHR
193 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, 59 increasing their positions, 76 reducing their positions, and 31 closing their positions.
403% more call options, than puts
Call options by funds: $12.7M | Put options by funds: $2.52M
0.63% more ownership
Funds ownership: 94.15% → 94.78% (+0.63%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $1.62B → $1.58B (-$45.2M)
6% less funds holding
Funds holding: 205 → 193 (-12)
22% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 76
35% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$37.4M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$28.5M |
| 3 |
Millennium Management
New York
|
+$27.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$31.1M |
| 2 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$17M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$11.3M |
| 4 |
ECM
Engle Capital Management
Greenwich,
Connecticut
|
-$10.5M |
| 5 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
-$10.4M |
PHR Hedge Fund Activity: Q2 2023 in Review
193 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q2 2023, worth a combined $1.58B — down 2.8% from $1.62B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of PHR and 20 opened new positions — a net loss of 11 holders — while 76 trimmed existing stakes and 59 added.
The largest buyer was Jennison Associates, adding an estimated $37.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $31.1M.
- 193 institutional investors held Phreesia (PHR) as of Q2 2023, down from 205 in Q1 2023.
- Funds reported $1.58B of Phreesia stock for Q2 2023, down 2.8% quarter-over-quarter.
- 20 funds opened new Phreesia positions in Q2 2023 and 31 closed out, a net change of -11 holders.
- The largest Phreesia buyer in Q2 2023 was Jennison Associates, an estimated $37.4M added.
- The largest Phreesia seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $31.1M sold.
Based on aggregated 13F filings for Q2 2023.