PHR icon

Phreesia
PHR

Overview Fund Activity

219 hedge funds and large institutions have $1.44B invested in Phreesia in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 74 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+30
Holders Change %
+15.87%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
49
Increased
74
Reduced
61
Closed
18
Calls
$6.17M
Puts
$12.7M
Net Calls
-$6.57M
Net Calls Change
-$9.06M

Top Buyers

1
UBS AM
UBS AM
Illinois
$67.6M
2
American Century Companies
American Century Companies
Missouri
$25.1M
3
CIP
Champlain Investment Partners
Vermont
$75.3M
4
PWAM
Park West Asset Management
California
$22.9M
5
Victory Capital Management
Victory Capital Management
Texas
$10.8M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
$96.4M
2
RSCM
Rock Springs Capital Management
Maryland
$29.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$7.64M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$147M
5
Millennium Management
Millennium Management
New York
$6.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
Silvercrest Asset Management
New York
$12.4M +$2.3M +89,851 +23%
Victory Capital Management
27
Victory Capital Management
Texas
$10.8M +$10.8M +421,820 New
ACH
28
ArrowMark Colorado Holdings
Colorado
$10.7M -$1.67M -65,531 -14%
BG
29
Bellevue Group
Switzerland
$9.61M -$755K -29,530 -7%
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$8.68M +$175K +6,863 +2%
Lord, Abbett & Co
31
Lord, Abbett & Co
New Jersey
$8.46M +$8.46M +331,007 New
T. Rowe Price Investment Management
32
T. Rowe Price Investment Management
Maryland
$7.64M -$15.2M -594,825 -67%
PCM
33
Peregrine Capital Management
Minnesota
$7.44M -$721K -28,200 -9%
Millennium Management
34
Millennium Management
New York
$6.85M -$9.85M -385,445 -59%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$5.75M +$2.95M +115,527 +105%
Morgan Stanley
36
Morgan Stanley
New York
$5.3M -$1.52M -59,582 -22%
SEI Investments
37
SEI Investments
Pennsylvania
$5.23M +$200K +7,840 +4%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$5.06M +$1.32M +51,730 +35%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$5.04M +$52.3K +2,048 +1%
Barclays
40
Barclays
United Kingdom
$4.76M -$584K -22,862 -11%
NC
41
Nicholas Company
Wisconsin
$4.68M +$2.18M +85,476 +88%
TI
42
Trexquant Investment
Connecticut
$4.44M +$3.52M +137,904 +385%
CM
43
Castleark Management
Illinois
$4.31M +$4.31M +168,720 New
AQR Capital Management
44
AQR Capital Management
Connecticut
$4.09M +$3.37M +132,015 +471%
AG
45
Algert Global
California
$4M +$2.01M +78,810 +101%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$3.89M +$2.7M +105,708 +228%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$3.78M -$81.4K -3,185 -2%
First Trust Advisors
48
First Trust Advisors
Illinois
$3.72M +$1.62M +63,476 +77%
Marshall Wace
49
Marshall Wace
United Kingdom
$3.5M +$1.07M +41,945 +44%
Invesco
50
Invesco
Georgia
$3.37M +$2.35M +91,779 +228%
1
2
3 4 5