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Phreesia
PHR

Overview Fund Activity

220 hedge funds and large institutions have $1.67B invested in Phreesia in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 62 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
2.95%
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
91
Reduced
62
Closed
35
Calls
$6.41M
Puts
$3.78M
Net Calls
+$2.63M
Net Calls Change
+$9.19M

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 Holding Trade Value Shares
Change 		Shares
Change %
Invesco
76
Invesco
Georgia
$1.9M -$1.86M -65,284 -49%
Legal & General Group
77
Legal & General Group
United Kingdom
$1.86M +$244K +8,570 +15%
AllianceBernstein
78
AllianceBernstein
Tennessee
$1.76M +$205K +7,200 +13%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$1.75M +$95.6K +3,359 +6%
Principal Financial Group
80
Principal Financial Group
Iowa
$1.74M -$64.1K -2,251 -4%
Verition Fund Management
81
Verition Fund Management
Connecticut
$1.7M +$1.7M +59,736 New
Deutsche Bank
82
Deutsche Bank
Germany
$1.67M -$457K -16,049 -21%
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$1.65M -$231K -8,107 -12%
Mirae Asset Global ETFs Holdings
84
Mirae Asset Global ETFs Holdings
Hong Kong
$1.62M -$160K -5,620 -9%
ZIM
85
Zacks Investment Management
Illinois
$1.55M +$106K +3,741 +7%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$1.45M -$14.5K -510 -1%
Bessemer Group
87
Bessemer Group
New Jersey
$1.35M -$5.67K -199 -0.4%
WB
88
WesBanco Bank
West Virginia
$1.31M – – –
DT
89
Diversified Trust
Tennessee
$1.28M +$12.1K +426 +1%
ECM
90
ExodusPoint Capital Management
New York
$1.28M +$1.28M +45,001 New
Norges Bank
91
Norges Bank
Norway
$1.28M +$1.28M +44,916 New
Ameriprise
92
Ameriprise
Minnesota
$1.27M -$177K -6,205 -12%
IIM
93
INTECH Investment Management
Florida
$1.21M – – –
Wells Fargo
94
Wells Fargo
California
$1.03M +$180K +6,327 +21%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$969K +$309K +10,858 +47%
MIM
96
MetLife Investment Management
New Jersey
$951K – – –
BHCM
97
Brevan Howard Capital Management
Jersey
$894K +$580K +20,363 +184%
LCM
98
Legato Capital Management
California
$862K -$264K -9,280 -23%
GCM
99
Graham Capital Management
Connecticut
$860K -$121K -4,239 -12%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$763K -$34.1K -1,198 -4%
2 3
4
5 6