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Phreesia

176 hedge funds and large institutions have $1.14B invested in Phreesia in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
-14
Holders Change %
-7.37%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
64
Reduced
53
Closed
36
Calls
$4.54M
Puts
$13.4M
Net Calls
-$8.89M
Net Calls Change
-$2.78M
Name Holding Trade Value Shares
Change
Shares
Change %
WTA
151
Washington Trust Advisors
Massachusetts
$6.83K
GI
152
GAMMA Investing
California
$6.38K +$6.02K +284 +1,671%
Walleye Capital
153
Walleye Capital
New York
$5.17K -$31.8K -1,500 -86%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$5K +$661 +34 +15%
HIIFS
155
Harel Insurance Investments & Financial Services
Israel
$5K +$3.18K +147 +175%
CAM
156
ClariVest Asset Management
California
$4.3K -$640K -30,166 -99%
MG
157
Mather Group
Illinois
$4.19K
CA
158
Clearstead Advisors
Ohio
$3.94K +$3.94K +186 New
PPC
159
Park Place Capital
Alabama
$3.92K -$9.92K -468 -72%
Osaic Holdings
160
Osaic Holdings
Arizona
$2.8K -$1.27K -60 -31%
BAM
161
Bellevue Asset Management
Washington
$2.59K
VCM
162
Versant Capital Management
Arizona
$2.23K +$1.34K +63 +150%
AWM
163
AllSquare Wealth Management
New York
$2.12K
IAIM
164
International Assets Investment Management
Florida
$1.36K +$1.36K +64 New
CAM
165
Creekmur Asset Management
Illinois
$1.19K +$1.19K +56 New
LC
166
Lindbrook Capital
California
$1.17K
CAL
167
Capital Advisors Ltd
Ohio
$1K
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$912
AAP
169
Arax Advisory Partners
Colorado
$912 +$594 +28 +187%
FFA
170
Farther Finance Advisors
California
$661
RIL
171
Rothschild Investment LLC
Illinois
$530 +$424 +20 +400%
EWA
172
EverSource Wealth Advisors
Alabama
$424 +$424 +17 New
S
173
SignatureFD
Georgia
$382
AWM
174
Avior Wealth Management
Nebraska
$318 -$212 -10 -40%
HNB
175
Huntington National Bank
Ohio
$21