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Phreesia
PHR

Overview Fund Activity

218 hedge funds and large institutions have $1.64B invested in Phreesia in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 62 reducing their positions, and 35 closing their positions.

Holders
218
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
89
Reduced
62
Closed
35
Calls
$5.77M
Puts
$3.16M
Net Calls
+$2.61M
Net Calls Change
+$9.18M

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$34.2M
2
NL
2
Nuveen LLC
North Carolina
$37.1M
3
Capital International Investors
3
Capital International Investors
California
$89.2M
4
CI
4
Cambiar Investors
Colorado
$10.7M
5
GF
5
Greenhouse Funds
Maryland
$94.6M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$70.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$139M
3
UBS AM
3
UBS AM
Illinois
$59M
4
RSCM
4
Rock Springs Capital Management
Maryland
$23.8M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
76
Invesco
Georgia
$1.9M 66,744 -65,284 -49%
Legal & General Group
77
Legal & General Group
United Kingdom
$1.86M 65,281 +8,570 +15%
AllianceBernstein
78
AllianceBernstein
Tennessee
$1.76M 61,900 +7,200 +13%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$1.75M 61,284 +3,359 +6%
Principal Financial Group
80
Principal Financial Group
Iowa
$1.74M 61,241 -2,251 -4%
Verition Fund Management
81
Verition Fund Management
Connecticut
$1.7M 59,736 +59,736 New
Deutsche Bank
82
Deutsche Bank
Germany
$1.67M 58,808 -16,049 -21%
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$1.65M 58,018 -8,107 -12%
Mirae Asset Global ETFs Holdings
84
Mirae Asset Global ETFs Holdings
Hong Kong
$1.62M 56,937 -5,620 -9%
ZIM
85
Zacks Investment Management
Illinois
$1.55M 54,567 +3,741 +7%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$1.45M 50,832 -510 -1%
Bessemer Group
87
Bessemer Group
New Jersey
$1.35M 47,559 -199 -0.4%
WB
88
WesBanco Bank
West Virginia
$1.31M 46,000 – –
DT
89
Diversified Trust
Tennessee
$1.28M 45,042 +426 +1%
ECM
90
ExodusPoint Capital Management
New York
$1.28M 45,001 +45,001 New
Norges Bank
91
Norges Bank
Norway
$1.28M 44,916 +44,916 New
Ameriprise
92
Ameriprise
Minnesota
$1.27M 44,774 -6,205 -12%
IIM
93
INTECH Investment Management
Florida
$1.21M 42,657 – –
Wells Fargo
94
Wells Fargo
California
$1.03M 36,133 +6,327 +21%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$969K 34,041 +10,858 +47%
MIM
96
MetLife Investment Management
New Jersey
$951K 33,423 – –
BHCM
97
Brevan Howard Capital Management
Jersey
$894K 31,418 +20,363 +184%
LCM
98
Legato Capital Management
California
$862K 30,278 -9,280 -23%
GCM
99
Graham Capital Management
Connecticut
$860K 30,217 -4,239 -12%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$763K 26,826 -1,198 -4%
2 3
4
5 6