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Phreesia
PHR

Overview Fund Activity

190 hedge funds and large institutions have $1.25B invested in Phreesia in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 66 reducing their positions, and 24 closing their positions.

Holders
190
Holders Change
+4
Holders Change %
+2.15%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
63
Reduced
66
Closed
24
Calls
$5.64M
Puts
$11.7M
Net Calls
-$6.11M
Net Calls Change
+$1.98M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$62.1M
2
CIP
2
Champlain Investment Partners
Vermont
$29.9M
3
GF
3
Greenhouse Funds
Maryland
$24.6M
4
GIM
4
Granahan Investment Management
Massachusetts
$35.8M
5
Brown Advisory
5
Brown Advisory
Maryland
$101M

Top Sellers

1
OAM
1
Ophir Asset Management
Australia
$0
2
Millennium Management
2
Millennium Management
New York
$13.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$887K
5
WP
5
Woodline Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
26
Lazard Asset Management
New York
$8.92M -$2.78M -116,018 -24%
PCM
27
Peregrine Capital Management
Minnesota
$7.62M -$80.8K -3,375 -1%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$7.43M -$47.8K -1,997 -0.6%
ACH
29
ArrowMark Colorado Holdings
Colorado
$7.41M +$201K +8,410 +3%
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$7.27M -$1.66M -69,393 -19%
Norges Bank
31
Norges Bank
Norway
$7.17M -$1.31M -54,588 -15%
Morgan Stanley
32
Morgan Stanley
New York
$6.65M -$5.22M -218,044 -44%
Goldman Sachs
33
Goldman Sachs
New York
$6.13M +$1.58M +66,188 +35%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$6.12M -$2.35M -98,187 -28%
NCL
35
Nishkama Capital LLC
Puerto Rico
$5.37M +$5.37M +224,491 New
PAMP
36
Polar Asset Management Partners
Ontario, Canada
$4.82M -$2.04M -85,300 -30%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$4.73M -$232K -9,685 -5%
CS
38
Candriam SCA
Luxembourg
$4.26M -$4.44M -185,501 -51%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$4.17M -$109K -4,562 -3%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$4.12M +$993K +31,925 +32%
Squarepoint
41
Squarepoint
New York
$3.83M +$887K +37,062 +30%
Marshall Wace
42
Marshall Wace
United Kingdom
$3.66M +$1.72M +71,856 +88%
Axa
43
Axa
France
$3.4M – – –
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$3.22M -$836K -34,945 -21%
AG
45
Algert Global
California
$3.22M -$804K -33,609 -20%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$3.16M -$1.22M -51,010 -28%
BC
47
Birchview Capital
Vermont
$2.74M – – –
Allianz Asset Management
48
Allianz Asset Management
Germany
$2.69M +$89.1K +3,724 +3%
CSS
49
Cubist Systematic Strategies
Connecticut
$2.5M -$445K -18,587 -15%
Swiss National Bank
50
Swiss National Bank
Switzerland
$2.5M +$23.9K +1,000 +1%
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