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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.

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

Top Sellers

1
OAM
Ophir Asset Management
Australia
$0
2
Millennium Management
Millennium Management
New York
$13.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$887K
5
WP
Woodline Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
151
Group One Trading
Illinois
$68K +$68K +2,842 New
Walleye Capital
152
Walleye Capital
New York
$41.7K -$131K -5,469 -76%
AB
153
Amalgamated Bank
New York
$41K -$141K -5,863 -78%
NC
154
nVerses Capital
Florida
$40.7K +$40.7K +1,700 New
AssetMark Inc
155
AssetMark Inc
California
$40.3K – – –
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$37.6K +$1.84K +77 +5%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$34.5K +$3.59K +150 +12%
CIBC Private Wealth Group
158
CIBC Private Wealth Group
Georgia
$34.3K +$34.3K +1,485 New
VanEck Associates
159
VanEck Associates
New York
$28K +$1.64K +68 +6%
TRCT
160
Tower Research Capital (TRC)
New York
$23.6K -$137K -5,732 -85%
Comerica Bank
161
Comerica Bank
Texas
$23.3K +$7.8K +326 +50%
Amundi
162
Amundi
France
$22.7K -$18.7K -828 -45%
FHA
163
First Horizon Advisors
Tennessee
$22.1K – – –
PPC
164
Park Place Capital
Alabama
$15.6K +$11.2K +468 +253%
PA
165
Parallel Advisors
California
$14.7K -$9.57K -400 -39%
Allspring Global Investments
166
Allspring Global Investments
North Carolina
$11.1K +$2.32K +97 +27%
WTA
167
Washington Trust Advisors
Massachusetts
$7.71K – – –
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$5K -$7.29K -325 -59%
Osaic Holdings
169
Osaic Holdings
Arizona
$4.59K -$26K -1,086 -85%
MG
170
Mather Group
Illinois
$4.05K +$4.05K +175 New
BAM
171
Bellevue Asset Management
Washington
$2.92K – – –
AWM
172
AllSquare Wealth Management
New York
$2.39K – – –
HIIFS
173
Harel Insurance Investments & Financial Services
Israel
$2K -$5.86K -246 -75%
NA
174
NewEdge Advisors
Louisiana
$1.68K – – –
CTC
175
Central Trust Company
Missouri
$1.32K – – –
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