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Phreesia
PHR

176 hedge funds and large institutions have $1.14B invested in Phreesia in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 53

0.21% more ownership

Funds ownership: 93.86% → 94.07% (+0.21%)

7% less funds holding

Funds holding: 190 → 176 (-14)

8% less capital invested

Capital invested by funds: $1.25B → $1.14B (-$105M)

36% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 36

66% less call options, than puts

Call options by funds: $4.54M | Put options by funds: $13.4M

Holders
176
Holders Change
-14
Holders Change %
-7.37%
% of All Funds
2.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
64
Reduced
53
Closed
36
Calls
$4.54M
Puts
$13.4M
Net Calls
-$8.89M
Net Calls Change
-$2.78M

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$38.2M
2
Brown Advisory
Brown Advisory
Maryland
+$33.7M
3
CIP
Champlain Investment Partners
Vermont
+$25.1M
4
BlackRock
BlackRock
New York
+$20.4M
5
GF
Greenhouse Funds
Maryland
+$17.7M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$20.5M
2
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$17.1M
3
Millennium Management
Millennium Management
New York
-$11.9M
4
GIM
Granahan Investment Management
Massachusetts
-$6.72M
5
NCL
Nishkama Capital LLC
Puerto Rico
-$5.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
26
Peregrine Capital Management
Minnesota
$7.52M +$782K +36,047 +11%
Goldman Sachs
27
Goldman Sachs
New York
$6.84M +$1.45M +66,700 +26%
Citadel Advisors
28
Citadel Advisors
Florida
$6.6M +$4.67M +215,397 +224%
State of Wisconsin Investment Board
29
State of Wisconsin Investment Board
Wisconsin
$6.38M -$66K -3,043 -1%
Squarepoint
30
Squarepoint
New York
$5.31M +$1.96M +90,215 +56%
Morgan Stanley
31
Morgan Stanley
New York
$5.09M -$825K -38,041 -14%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$4.82M +$4.93M +227,368 New
Bank of New York Mellon
33
Bank of New York Mellon
New York
$4.55M +$361K +16,614 +8%
IECM
34
Intrinsic Edge Capital Management
Illinois
$4.5M +$4.6M +212,088 New
Norges Bank
35
Norges Bank
Norway
$4.09M -$2.32M -106,855 -36%
Lazard Asset Management
36
Lazard Asset Management
New York
$4.08M -$3.91M -180,058 -48%
DM
37
Deerfield Management
New York
$4.08M +$4.17M +192,347 New
Voloridge Investment Management
38
Voloridge Investment Management
Florida
$3.85M +$1.02M +47,088 +35%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$3.65M -$47.9K -2,208 -1%
SEI Investments
40
SEI Investments
Pennsylvania
$3.5M +$2.06M +95,058 +135%
Axa
41
Axa
France
$3.01M – – –
N
42
Nuveen
North Carolina
$2.71M -$3.96M -182,487 -59%
BC
43
Birchview Capital
Vermont
$2.43M – – –
Jane Street
44
Jane Street
New York
$2.33M +$1.35M +62,306 +131%
Macquarie Group
45
Macquarie Group
Australia
$2.28M +$214K +9,885 +10%
Swiss National Bank
46
Swiss National Bank
Switzerland
$2.21M – – –
Russell Investments Group
47
Russell Investments Group
United Kingdom
$2.17M +$961K +44,300 +77%
BAM
48
Bullseye Asset Management
Colorado
$2.13M +$48.8K +2,250 +2%
JP Morgan Chase
49
JP Morgan Chase
New York
$2.1M -$718K -33,076 -25%
Allianz Asset Management
50
Allianz Asset Management
Germany
$2.06M -$336K -15,504 -14%
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PHR Hedge Fund Activity: Q2 2024 in Review

176 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q2 2024, worth a combined $1.14B — down 8.4% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of PHR and 23 opened new positions — a net loss of 13 holders — while 53 trimmed existing stakes and 64 added.

The largest buyer was UBS AM, adding an estimated $38.2M. The largest seller was Fidelity Investments, cutting an estimated $20.5M.

  • 176 institutional investors held Phreesia (PHR) as of Q2 2024, down from 190 in Q1 2024.
  • Funds reported $1.14B of Phreesia stock for Q2 2024, down 8.4% quarter-over-quarter.
  • 23 funds opened new Phreesia positions in Q2 2024 and 36 closed out, a net change of -13 holders.
  • The largest Phreesia buyer in Q2 2024 was UBS AM, an estimated $38.2M added.
  • The largest Phreesia seller in Q2 2024 was Fidelity Investments, an estimated $20.5M sold.

Based on aggregated 13F filings for Q2 2024.