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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
SPA
76
Sherbrooke Park Advisers
New York
$666K +$432K +19,931 +173%
Jennison Associates
77
Jennison Associates
New York
$663K +$33.7K +1,552 +5%
WF
78
WoodTrust Financial
Wisconsin
$658K – – –
MIM
79
MetLife Investment Management
New Jersey
$629K +$64K +2,949 +11%
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$628K -$162K -7,470 -20%
LA
81
Legacy Advisors
Pennsylvania
$615K – – –
LCM
82
Legato Capital Management
California
$586K – – –
CF
83
Corebridge Financial
Texas
$581K +$595K +27,402 New
SO
84
STRS Ohio
Ohio
$577K +$60.8K +2,800 +11%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$573K +$5.99K +276 +1%
GAM
86
Gotham Asset Management
New York
$550K -$273K -12,578 -33%
UBS Group
87
UBS Group
Switzerland
$510K -$641K -29,532 -55%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$508K -$50.1K -2,311 -9%
Deutsche Bank
89
Deutsche Bank
Germany
$478K -$111K -5,093 -18%
Ensign Peak Advisors
90
Ensign Peak Advisors
Utah
$477K +$15.2K +700 +3%
DT
91
Diversified Trust
Tennessee
$457K +$236K +10,893 +102%
CCIA
92
Campbell & Co Investment Adviser
Maryland
$455K +$466K +21,455 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$453K +$107K +4,911 +30%
RC
94
RBF Capital
California
$445K – – –
JRP
95
Jasper Ridge Partners
California
$442K – – –
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$438K -$995K -45,873 -69%
Canada Life
97
Canada Life
Manitoba, Canada
$376K -$90.8K -4,185 -19%
Wells Fargo
98
Wells Fargo
California
$376K +$2.13K +98 +0.6%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$373K -$4.38K -202 -1%
MHS
100
M Holdings Securities
Oregon
$371K – – –
2 3
4
5 6

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.