PHR icon

Phreesia
PHR

Overview Fund Activity

219 hedge funds and large institutions have $1.44B invested in Phreesia in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 74 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+30
Holders Change %
+15.87%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
49
Increased
74
Reduced
61
Closed
18
Calls
$6.17M
Puts
$12.7M
Net Calls
-$6.57M
Net Calls Change
-$9.06M

Top Buyers

1
UBS AM
UBS AM
Illinois
$67.6M
2
American Century Companies
American Century Companies
Missouri
$25.1M
3
CIP
Champlain Investment Partners
Vermont
$75.3M
4
PWAM
Park West Asset Management
California
$22.9M
5
Victory Capital Management
Victory Capital Management
Texas
$10.8M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
$96.4M
2
RSCM
Rock Springs Capital Management
Maryland
$29.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$7.64M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$147M
5
Millennium Management
Millennium Management
New York
$6.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$1.31M – – –
Ameriprise
77
Ameriprise
Minnesota
$1.3M +$1.03M +40,304 +378%
ZIM
78
Zacks Investment Management
Illinois
$1.3M +$113K +4,415 +10%
PP
79
PDT Partners
New York
$1.26M +$1.26M +49,232 New
Boston Partners
80
Boston Partners
Massachusetts
$1.25M -$206K -8,046 -14%
Bessemer Group
81
Bessemer Group
New Jersey
$1.22M +$230K +8,978 +23%
WB
82
WesBanco Bank
West Virginia
$1.18M – – –
DT
83
Diversified Trust
Tennessee
$1.14M +$518K +20,260 +83%
Citigroup
84
Citigroup
New York
$1.11M -$93.3K -3,651 -8%
IIM
85
INTECH Investment Management
Florida
$1.09M +$195K +7,635 +22%
LCG
86
Lisanti Capital Growth
New York
$1.06M +$1.06M +41,545 New
LCM
87
Legato Capital Management
California
$1.01M +$225K +8,789 +29%
Lazard Asset Management
88
Lazard Asset Management
New York
$985K -$113K -4,423 -10%
GCP
89
GSA Capital Partners
United Kingdom
$900K -$1.16M -45,531 -56%
GCM
90
Graham Capital Management
Connecticut
$881K +$113K +4,430 +15%
SAM
91
Sectoral Asset Management
Quebec, Canada
$869K +$869K +34,000 New
MIM
92
MetLife Investment Management
New Jersey
$854K -$11.2K -437 -1%
CSS
93
Cubist Systematic Strategies
Connecticut
$774K +$774K +30,265 New
Wells Fargo
94
Wells Fargo
California
$762K +$22.8K +891 +3%
Squarepoint
95
Squarepoint
New York
$751K +$182K +7,139 +32%
LA
96
Legacy Advisors
Pennsylvania
$741K – – –
SSA
97
Schonfeld Strategic Advisors
New York
$738K +$389K +15,211 +111%
EGM
98
Engineers Gate Manager
New York
$726K +$445K +17,409 +158%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$716K +$22K +860 +3%
CF
100
Corebridge Financial
Texas
$702K -$1.51K -59 -0.2%
2 3
4
5 6