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 %
Raymond James Financial
126
Raymond James Financial
Florida
$350K -$35.3K -1,382 -9%
II
127
Inspire Investing
Idaho
$347K -$60.9K -2,381 -15%
Mariner
128
Mariner
Kansas
$341K +$341K +13,351 New
MHS
129
M Holdings Securities
Oregon
$332K -$47K -1,840 -12%
Handelsbanken Fonder
130
Handelsbanken Fonder
Sweden
$322K – – –
CWM
131
CIBC World Markets
New York
$318K +$318K +12,435 New
SPA
132
Sherbrooke Park Advisers
New York
$317K -$41.7K -1,630 -12%
CAU
133
Caxton Associates (UK)
$316K +$316K +12,355 New
ProShare Advisors
134
ProShare Advisors
Maryland
$310K -$88.3K -3,453 -22%
PA
135
Probity Advisors
Texas
$308K -$792 -31 -0.3%
IC
136
IEQ Capital
California
$304K +$304K +11,904 New
PFSRSONJ
137
Police & Firemen's Retirement System of New Jersey
New Jersey
$302K – – –
CC
138
Centiva Capital
New York
$286K -$124K -4,854 -30%
Pathstone Holdings
139
Pathstone Holdings
New Jersey
$285K +$285K +11,142 New
QCM
140
QRG Capital Management
Illinois
$284K +$21.1K +827 +8%
BHCM
141
Brevan Howard Capital Management
Jersey
$283K +$283K +11,055 New
DFCM
142
Dark Forest Capital Management
Puerto Rico
$281K +$281K +10,975 New
SO
143
STRS Ohio
Ohio
$271K – – –
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$270K +$45.1K +1,764 +20%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$264K – – –
KK
146
KLP Kapitalforvaltning
Norway
$263K – – –
CCIA
147
Campbell & Co Investment Adviser
Maryland
$257K +$257K +10,049 New
Creative Planning
148
Creative Planning
Kansas
$237K +$235K +9,190 +12,764%
VEA
149
Virtus ETF Advisers
New York
$235K +$235K +9,177 New
RC
150
RBF Capital
California
$231K -$305K -11,952 -57%
4 5
6
7 8