Phreesia
PHR
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.
21% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 24
2% more funds holding
Funds holding: 186 → 190 (+4)
4% more capital invested
Capital invested by funds: $1.21B → $1.25B (+$43.4M)
0.1% more ownership
Funds ownership: 93.76% → 93.86% (+0.1%)
5% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 66
52% less call options, than puts
Call options by funds: $5.64M | Put options by funds: $11.7M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$44.4M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$31.1M |
| 3 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
+$13.8M |
| 4 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$10.8M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$6.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Ophir Asset Management
Sydney,
Australia
|
-$25.5M |
| 2 |
Millennium Management
New York
|
-$19.2M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$12.1M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$10.5M |
| 5 |
WP
Woodline Partners
San Francisco,
California
|
-$6.78M |
PHR Hedge Fund Activity: Q1 2024 in Review
190 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q1 2024, worth a combined $1.25B — up 3.6% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new PHR positions and 24 closed out — a net gain of 5 holders — while 63 added to existing stakes and 66 trimmed.
The largest buyer was Capital International Investors, adding an estimated $44.4M. The largest seller was Ophir Asset Management, exiting entirely with an estimated $25.5M sold.
- 190 institutional investors held Phreesia (PHR) as of Q1 2024, up from 186 in Q4 2023.
- Funds reported $1.25B of Phreesia stock for Q1 2024, up 3.6% quarter-over-quarter.
- 29 funds opened new Phreesia positions in Q1 2024 and 24 closed out, a net change of +5 holders.
- The largest Phreesia buyer in Q1 2024 was Capital International Investors, an estimated $44.4M added.
- The largest Phreesia seller in Q1 2024 was Ophir Asset Management, an estimated $25.5M sold.
Based on aggregated 13F filings for Q1 2024.