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Phreesia
PHR

190 hedge funds and large institutions have $1.38B invested in Phreesia in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $8.4M

10% more capital invested

Capital invested by funds: $1.26B → $1.38B (+$125M)

8% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 64

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

1% less funds holding

Funds holding: 191 → 190 (-1)

1.16% less ownership

Funds ownership: 95.54% → 94.38% (-1.2%)

Holders
190
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
69
Reduced
64
Closed
26
Calls
$10.9M
Puts
$8.4M
Net Calls
+$2.5M
Net Calls Change
+$7.5M

Top Buyers

Rank Fund Capital Flow
1
DM
Deerfield Management
New York
+$15.5M
2
GF
Greenhouse Funds
Maryland
+$13.4M
3
PWAM
Park West Asset Management
California
+$9.05M
4
Millennium Management
Millennium Management
New York
+$6.34M
5
Goldman Sachs
Goldman Sachs
New York
+$4.59M

Top Sellers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
-$19.8M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$15.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.6M
4
William Blair & Company
William Blair & Company
Illinois
-$11.4M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
26
Park West Asset Management
California
$10.7M +$9.05M +423,570 New
BG
27
Bellevue Group
Switzerland
$10.2M -$357K -16,713 -4%
SAM
28
Silvercrest Asset Management
New York
$9.92M +$1.99M +93,349 +31%
State of Wisconsin Investment Board
29
State of Wisconsin Investment Board
Wisconsin
$8.37M +$683K +31,974 +11%
PCM
30
Peregrine Capital Management
Minnesota
$8.03M +$54.1K +2,531 +0.8%
Morgan Stanley
31
Morgan Stanley
New York
$6.72M -$1.73M -81,120 -23%
IECM
32
Intrinsic Edge Capital Management
Illinois
$6.58M -$294K -13,782 -5%
N
33
Nuveen
North Carolina
$5.93M +$2.19M +102,662 +77%
Barclays
34
Barclays
United Kingdom
$5.26M +$2.44M +114,280 +120%
SEI Investments
35
SEI Investments
Pennsylvania
$4.95M +$326K +15,241 +8%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$4.91M +$310K +14,502 +8%
ECM
37
ExodusPoint Capital Management
New York
$4.4M +$3.06M +143,077 +449%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$4.01M -$350K -16,393 -9%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$3.8M -$318K -14,862 -9%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$3.68M +$827K +38,726 +36%
JP Morgan Chase
41
JP Morgan Chase
New York
$3.67M +$1.76M +82,240 +130%
William Blair & Company
42
William Blair & Company
Illinois
$3.66M -$11.4M -534,524 -79%
BC
43
Birchview Capital
Vermont
$2.89M – – –
Norges Bank
44
Norges Bank
Norway
$2.8M +$15.4K +722 +0.7%
UBS Group
45
UBS Group
Switzerland
$2.8M +$1.53M +71,592 +181%
Acadian Asset Management
46
Acadian Asset Management
Massachusetts
$2.76M +$1.88M +88,160 +408%
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.71M +$29.9K +1,400 +1%
EIM
48
Essex Investment Management
Massachusetts
$2.58M -$323K -15,111 -13%
MNBTD
49
Moody National Bank Trust Division
Texas
$2.52M – – –
BAM
50
Bullseye Asset Management
Colorado
$2.49M -$26.9K -1,261 -1%
1
2
3 4 5

PHR Hedge Fund Activity: Q4 2024 in Review

190 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q4 2024, worth a combined $1.38B — up 10% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PHR positions and 26 closed out — a net gain of 2 holders — while 69 added to existing stakes and 64 trimmed.

The largest buyer was Deerfield Management, adding an estimated $15.5M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $19.8M sold.

  • 190 institutional investors held Phreesia (PHR) as of Q4 2024, down from 191 in Q3 2024.
  • Funds reported $1.38B of Phreesia stock for Q4 2024, up 10% quarter-over-quarter.
  • 28 funds opened new Phreesia positions in Q4 2024 and 26 closed out, a net change of +2 holders.
  • The largest Phreesia buyer in Q4 2024 was Deerfield Management, an estimated $15.5M added.
  • The largest Phreesia seller in Q4 2024 was TimesSquare Capital Management, an estimated $19.8M sold.

Based on aggregated 13F filings for Q4 2024.