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Phreesia
PHR

Overview Fund Activity

220 hedge funds and large institutions have $1.67B invested in Phreesia in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 62 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
91
Reduced
62
Closed
35
Calls
$6.41M
Puts
$3.78M
Net Calls
+$2.63M
Net Calls Change
+$9.19M

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$34.2M
2
NL
2
Nuveen LLC
North Carolina
$37.1M
3
Capital International Investors
3
Capital International Investors
California
$89.2M
4
CI
4
Cambiar Investors
Colorado
$10.7M
5
GF
5
Greenhouse Funds
Maryland
$94.6M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$70.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$139M
3
UBS AM
3
UBS AM
Illinois
$59M
4
RSCM
4
Rock Springs Capital Management
Maryland
$23.8M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
226
Cubist Systematic Strategies
Connecticut
– -$774K -30,265 Closed
LA
227
Legacy Advisors
Pennsylvania
– -$741K -29,010 Closed
EGM
228
Engineers Gate Manager
New York
– -$726K -28,418 Closed
CF
229
Corebridge Financial
Texas
– -$702K -27,453 Closed
Jane Street
230
Jane Street
New York
– -$623K -24,360 Closed
Tudor Investment Corp
231
Tudor Investment Corp
Connecticut
– -$517K -20,241 Closed
Balyasny Asset Management
232
Balyasny Asset Management
Illinois
– -$450K -17,625 Closed
CWM
233
CIBC World Markets
New York
– -$318K -12,435 Closed
CAU
234
Caxton Associates (UK)
– -$316K -12,355 Closed
QCM
235
QRG Capital Management
Illinois
– -$284K -11,118 Closed
Mercer Global Advisors
236
Mercer Global Advisors
Colorado
– -$270K -10,569 Closed
CCIA
237
Campbell & Co Investment Adviser
Maryland
– -$257K -10,049 Closed
Creative Planning
238
Creative Planning
Kansas
– -$237K -9,262 Closed
PA
239
PharVision Advisers
Florida
– -$220K -8,622 Closed
ET
240
Entropy Technologies
New York
– -$202K -7,891 Closed
SOW
241
State of Wyoming
Wyoming
– -$102K -3,988 Closed
Amundi
242
Amundi
France
– -$55.8K -2,248 Closed
CCM
243
Coldstream Capital Management
Washington
– -$47.3K -1,849 Closed
PAS
244
Point72 Asia (Singapore)
Singapore
– -$44.3K -1,734 Closed
JFGIW
245
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$37.4K -1,462 Closed
ACM
246
Aster Capital Management
United Arab Emirates
– -$30.9K -1,164 Closed
GFPC
247
Global Financial Private Client
Florida
– -$14K -548 Closed
LFG
248
Larson Financial Group
Missouri
– -$6.16K -241 Closed
MG
249
Mather Group
Illinois
– -$4.47K -175 Closed
CA
250
Continuum Advisory
Idaho
– -$1.66K -65 Closed
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10
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