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Phreesia
PHR

191 hedge funds and large institutions have $1.26B invested in Phreesia in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

50% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 48

10% more capital invested

Capital invested by funds: $1.14B → $1.26B (+$110M)

9% more funds holding

Funds holding: 176 → 191 (+15)

1.47% more ownership

Funds ownership: 94.07% → 95.54% (+1.5%)

32% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $15.6M

Holders
191
Holders Change
+15
Holders Change %
+8.52%
% of All Funds
2.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
72
Reduced
48
Closed
18
Calls
$10.6M
Puts
$15.6M
Net Calls
-$5M
Net Calls Change
+$3.88M

Top Buyers

Rank Fund Capital Flow
1
GF
Greenhouse Funds
Maryland
+$9.42M
2
Millennium Management
Millennium Management
New York
+$8.36M
3
DM
Deerfield Management
New York
+$8.25M
4
GIM
Granahan Investment Management
Massachusetts
+$6.34M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$3.7M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$6.52M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$3.74M
3
SAM
Silvercrest Asset Management
New York
-$3.58M
4
RSCM
Rock Springs Capital Management
Maryland
-$3.16M
5
Axa
Axa
France
-$3.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$8.13M +$8.36M +356,771 New
Morgan Stanley
27
Morgan Stanley
New York
$7.93M +$2.53M +108,048 +45%
ACH
28
ArrowMark Colorado Holdings
Colorado
$7.82M -$885K -37,809 -10%
Citadel Advisors
29
Citadel Advisors
Florida
$7.67M +$588K +25,091 +8%
PCM
30
Peregrine Capital Management
Minnesota
$7.22M -$885K -37,811 -11%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$7.02M +$1.89M +80,496 +35%
SAM
32
Silvercrest Asset Management
New York
$6.86M -$3.58M -152,731 -34%
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$6.85M – – –
IECM
34
Intrinsic Edge Capital Management
Illinois
$6.27M +$1.48M +63,237 +30%
SEI Investments
35
SEI Investments
Pennsylvania
$4.14M +$380K +16,247 +10%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$4.12M -$788K -33,665 -16%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$4M +$3.7M +158,057 +898%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$3.78M -$145K -6,174 -4%
Squarepoint
39
Squarepoint
New York
$3.41M -$2.36M -100,742 -40%
N
40
Nuveen
North Carolina
$3.03M +$123K +5,255 +4%
EIM
41
Essex Investment Management
Massachusetts
$2.69M +$853K +36,406 +45%
BC
42
Birchview Capital
Vermont
$2.61M – – –
Norges Bank
43
Norges Bank
Norway
$2.52M -$1.92M -82,027 -43%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$2.45M +$122K +5,218 +5%
Swiss National Bank
45
Swiss National Bank
Switzerland
$2.43M +$51.5K +2,200 +2%
BAM
46
Bullseye Asset Management
Colorado
$2.29M – – –
MNBTD
47
Moody National Bank Trust Division
Texas
$2.28M +$769K +32,854 +49%
AIM
48
Arcadia Investment Management
Michigan
$2.21M +$198K +8,460 +10%
Allianz Asset Management
49
Allianz Asset Management
Germany
$2.21M – – –
Macquarie Group
50
Macquarie Group
Australia
$2.19M -$259K -11,042 -10%
1
2
3 4 5

PHR Hedge Fund Activity: Q3 2024 in Review

191 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q3 2024, worth a combined $1.26B — up 9.6% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PHR positions and 18 closed out — a net gain of 15 holders — while 72 added to existing stakes and 48 trimmed.

The largest buyer was Greenhouse Funds, adding an estimated $9.42M. The largest seller was UBS AM, cutting an estimated $6.52M.

  • 191 institutional investors held Phreesia (PHR) as of Q3 2024, up from 176 in Q2 2024.
  • Funds reported $1.26B of Phreesia stock for Q3 2024, up 9.6% quarter-over-quarter.
  • 33 funds opened new Phreesia positions in Q3 2024 and 18 closed out, a net change of +15 holders.
  • The largest Phreesia buyer in Q3 2024 was Greenhouse Funds, an estimated $9.42M added.
  • The largest Phreesia seller in Q3 2024 was UBS AM, an estimated $6.52M sold.

Based on aggregated 13F filings for Q3 2024.