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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 %
LP
101
LGL Partners
Pennsylvania
$699K +$699K +27,349 New
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$694K +$694K +27,146 New
PTC
103
Petrus Trust Company
Texas
$648K +$648K +25,365 New
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$637K -$132K -5,100 -17%
Jane Street
105
Jane Street
New York
$623K +$296K +11,573 +91%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$617K +$417K +16,309 +209%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$593K +$59.4K +2,325 +11%
Ensign Peak Advisors
108
Ensign Peak Advisors
Utah
$575K – – –
BAM
109
Bosun Asset Management
Illinois
$571K +$300K +11,724 +110%
JRP
110
Jasper Ridge Partners
California
$533K – – –
Tudor Investment Corp
111
Tudor Investment Corp
Connecticut
$517K +$517K +20,241 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$497K -$76.7K -3,002 -13%
MF
113
Magnetar Financial
Illinois
$481K +$481K +18,803 New
SG Americas Securities
114
SG Americas Securities
New York
$462K +$462K +18,069 New
Balyasny Asset Management
115
Balyasny Asset Management
Illinois
$450K +$163K +6,362 +56%
VRS
116
Virginia Retirement Systems
Virginia
$434K +$434K +16,980 New
New York State Common Retirement Fund
117
New York State Common Retirement Fund
New York
$423K -$27K -1,055 -6%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$420K – – –
Mackenzie Financial
119
Mackenzie Financial
Ontario, Canada
$414K +$414K +16,209 New
CB
120
Commerce Bank
Missouri
$407K -$4.35K -170 -1%
ASRS
121
Arizona State Retirement System
Arizona
$405K -$2.28K -89 -0.6%
NA
122
NewEdge Advisors
Louisiana
$395K +$286K +11,181 +263%
GAM
123
Gotham Asset Management
New York
$391K -$67.6K -2,645 -15%
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
$376K – – –
HSBC Holdings
125
HSBC Holdings
United Kingdom
$356K +$29.4K +1,177 +9%
3 4
5
6 7