Phreesia
PHR
190 hedge funds and large institutions have $1.38B invested in Phreesia in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 26 closing their positions.
30% more call options, than puts
Call options by funds: $10.9M | Put options by funds: $8.4M
10% more capital invested
Capital invested by funds: $1.26B → $1.38B (+$125M)
8% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 64
8% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 26
1% less funds holding
Funds holding: 191 → 190 (-1)
1.16% less ownership
Funds ownership: 95.54% → 94.38% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DM
Deerfield Management
New York
|
+$15.5M |
| 2 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
+$13.4M |
| 3 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$9.05M |
| 4 |
Millennium Management
New York
|
+$6.34M |
| 5 |
Goldman Sachs
New York
|
+$4.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$19.8M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$15.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.6M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
-$11.4M |
| 5 |
Neuberger Berman Group
New York
|
-$7.02M |
PHR Hedge Fund Activity: Q4 2024 in Review
190 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q4 2024, worth a combined $1.38B — up 10% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new PHR positions and 26 closed out — a net gain of 2 holders — while 69 added to existing stakes and 64 trimmed.
The largest buyer was Deerfield Management, adding an estimated $15.5M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $19.8M sold.
- 190 institutional investors held Phreesia (PHR) as of Q4 2024, down from 191 in Q3 2024.
- Funds reported $1.38B of Phreesia stock for Q4 2024, up 10% quarter-over-quarter.
- 28 funds opened new Phreesia positions in Q4 2024 and 26 closed out, a net change of +2 holders.
- The largest Phreesia buyer in Q4 2024 was Deerfield Management, an estimated $15.5M added.
- The largest Phreesia seller in Q4 2024 was TimesSquare Capital Management, an estimated $19.8M sold.
Based on aggregated 13F filings for Q4 2024.