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Phreesia
PHR

Overview Fund Activity

190 hedge funds and large institutions have $1.25B invested in Phreesia in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 66 reducing their positions, and 24 closing their positions.

Holders
190
Holders Change
+4
Holders Change %
+2.15%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
63
Reduced
66
Closed
24
Calls
$5.64M
Puts
$11.7M
Net Calls
-$6.11M
Net Calls Change
+$1.98M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$62.1M
2
CIP
2
Champlain Investment Partners
Vermont
$29.9M
3
GF
3
Greenhouse Funds
Maryland
$24.6M
4
GIM
4
Granahan Investment Management
Massachusetts
$35.8M
5
Brown Advisory
5
Brown Advisory
Maryland
$101M

Top Sellers

1
OAM
1
Ophir Asset Management
Australia
$0
2
Millennium Management
2
Millennium Management
New York
$13.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$887K
5
WP
5
Woodline Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
101
Canada Life
Manitoba, Canada
$525K +$6.42K +268 +1%
Ensign Peak Advisors
102
Ensign Peak Advisors
Utah
$521K -$26.3K -1,099 -5%
CIA
103
Capital Impact Advisors
Massachusetts
$518K – – –
RC
104
RBF Capital
California
$503K – – –
SBH
105
Segall Bryant & Hamill
Illinois
$502K +$502K +20,965 New
QL
106
Quarry LP
New York
$499K +$495K +20,706 +13,273%
JRP
107
Jasper Ridge Partners
California
$499K – – –
RJFSA
108
Raymond James Financial Services Advisors
Florida
$450K +$21K +876 +5%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$426K -$79.4K -3,319 -16%
Wells Fargo
110
Wells Fargo
California
$422K +$34.9K +1,457 +9%
TPI
111
Trust Point Inc
Wisconsin
$421K +$175K +7,300 +71%
MHS
112
M Holdings Securities
Oregon
$419K -$59.9K -2,500 -13%
CB
113
Commerce Bank
Missouri
$404K +$2.87K +120 +0.7%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$393K +$158K +6,617 +67%
NYLIM
115
New York Life Investment Management
New York
$360K +$360K +15,046 New
ASRS
116
Arizona State Retirement System
Arizona
$348K -$3.28K -137 -0.9%
XT
117
XTX Topco
Cayman Islands
$341K +$341K +14,251 New
Select Equity Group
118
Select Equity Group
New York
$331K +$331K +13,830 New
PFM
119
Premier Fund Managers
United Kingdom
$328K +$19.9K +816 +6%
PTC
120
Petrus Trust Company
Texas
$324K -$106K -4,445 -25%
Balyasny Asset Management
121
Balyasny Asset Management
Illinois
$318K +$318K +13,294 New
QCM
122
QRG Capital Management
Illinois
$317K +$65.5K +2,739 +26%
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$305K – – –
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$303K +$90.8K +3,793 +43%
NRD
125
Nebula Research & Development
New York
$299K -$199K -8,321 -40%
3 4
5
6 7