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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
AIM
51
Arcadia Investment Management
Michigan
$1.88M +$234K +10,800 +14%
GGHC
52
Gilder Gagnon Howe & Co
New York
$1.8M +$1.85M +85,088 New
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$1.74M +$18.5K +853 +1%
EIM
54
Essex Investment Management
Massachusetts
$1.73M +$470K +21,679 +36%
First Trust Advisors
55
First Trust Advisors
Illinois
$1.69M +$1.03M +47,371 +146%
CCA
56
Conestoga Capital Advisors
Pennsylvania
$1.66M – – –
PP
57
PDT Partners
New York
$1.6M -$101K -4,659 -6%
Mirae Asset Global ETFs Holdings
58
Mirae Asset Global ETFs Holdings
Hong Kong
$1.44M +$1.47M +67,794 New
Boston Partners
59
Boston Partners
Massachusetts
$1.43M +$856K +39,442 +141%
MNBTD
60
Moody National Bank Trust Division
Texas
$1.43M -$79.6K -3,668 -5%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$1.4M -$147K -6,768 -9%
BA
62
Bridgewater Associates
Connecticut
$1.32M -$147K -6,758 -10%
AllianceBernstein
63
AllianceBernstein
Tennessee
$1.2M – – –
Barclays
64
Barclays
United Kingdom
$1.1M +$84.6K +3,899 +8%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$1.09M -$31.4K -1,448 -3%
Legal & General Group
66
Legal & General Group
United Kingdom
$1.09M +$56.3K +2,596 +5%
DM
67
Diker Management
New York
$1.06M – – –
CP
68
CenterBook Partners
Connecticut
$1.02M +$572K +26,375 +120%
AG
69
Algert Global
California
$964K -$1.93M -88,884 -66%
Bessemer Group
70
Bessemer Group
New Jersey
$872K +$412K +18,979 +86%
Marshall Wace
71
Marshall Wace
United Kingdom
$848K -$2.45M -113,068 -74%
Sumitomo Mitsui Trust Group
72
Sumitomo Mitsui Trust Group
Japan
$835K – – –
Invesco
73
Invesco
Georgia
$829K +$14K +647 +2%
GCM
74
Graham Capital Management
Connecticut
$798K +$182K +8,406 +29%
M&T Bank
75
M&T Bank
New York
$712K +$136K +6,290 +23%
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3
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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.