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Phreesia
PHR

Overview Fund Activity

174 hedge funds and large institutions have $975M invested in Phreesia in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 56 reducing their positions, and 37 closing their positions.

Holders
174
Holders Change
-18
Holders Change %
-9.38%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
67
Reduced
56
Closed
37
Calls
$2.93M
Puts
$3.37M
Net Calls
-$434K
Net Calls Change
-$10.6M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$12.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$147M
3
RSCM
3
Rock Springs Capital Management
Maryland
$33.2M
4
WP
4
Woodline Partners
California
$7.36M
5
OAM
5
Ophir Asset Management
Australia
$16.5M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
DCM
2
Driehaus Capital Management
Illinois
$0
3
BlackRock
3
BlackRock
New York
$74.2M
4
SPPAM
4
Summit Partners Public Asset Management
Massachusetts
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$147M 7,856,551 +624,456 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$82.8M 4,434,406 +2,242 +0.1%
BlackRock
3
BlackRock
New York
$74.2M 3,971,390 -458,171 -10%
Brown Advisory
4
Brown Advisory
Maryland
$60.4M 3,233,982 +2,772 +0.1%
Jennison Associates
5
Jennison Associates
New York
$41.8M 2,237,958 -333,884 -13%
RSCM
6
Rock Springs Capital Management
Maryland
$33.2M 1,776,391 +471,391 +36%
CS
7
Credit Suisse
Switzerland
$33.2M 1,775,596 -104,792 -6%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$27.6M 1,479,830 -222,064 -13%
GKIM
9
GW&K Investment Management
Massachusetts
$25.2M 1,351,017 -2,475 -0.2%
Millennium Management
10
Millennium Management
New York
$24.2M 1,294,995 +41,406 +3%
Franklin Resources
11
Franklin Resources
California
$24.1M 1,291,183 +31,189 +2%
State Street
12
State Street
Massachusetts
$20.8M 1,113,272 +20,035 +2%
GIM
13
Granahan Investment Management
Massachusetts
$20.3M 1,086,922 +144,142 +15%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$19.5M 1,042,001 +24,274 +2%
OAM
15
Ophir Asset Management
Australia
$16.5M 885,700 +352,405 +66%
RP
16
Riverbridge Partners
Minnesota
$16.3M 871,696 -26,684 -3%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$15.2M 815,608 -96,328 -11%
Capital International Investors
18
Capital International Investors
California
$15.1M 807,600 – –
TCM
19
TimesSquare Capital Management
New York
$14.5M 774,079 +55,793 +8%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$12.4M 665,203 +665,203 New
BG
21
Bellevue Group
Switzerland
$10.8M 579,039 -59,614 -9%
Northern Trust
22
Northern Trust
Illinois
$10.1M 538,334 -756 -0.1%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$9.67M 517,506 +76,744 +17%
William Blair & Company
24
William Blair & Company
Illinois
$8.94M 478,414 +201,291 +73%
CI Investments Inc
25
CI Investments Inc
Ontario, Canada
$8.92M 477,265 +29,500 +7%
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