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Phreesia
PHR

Overview Fund Activity

190 hedge funds and large institutions have $1.25B invested in Phreesia in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+14
Holders Change %
+7.95%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
72
Reduced
47
Closed
19
Calls
$10.6M
Puts
$15.6M
Net Calls
-$5M
Net Calls Change
+$3.88M

Top Buyers

1
GF
Greenhouse Funds
Maryland
$51.2M
2
Millennium Management
Millennium Management
New York
$8.13M
3
DM
Deerfield Management
New York
$12.4M
4
GIM
Granahan Investment Management
Massachusetts
$33.2M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$4M

Top Sellers

1
UBS AM
UBS AM
Illinois
$35M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$37.1M
3
SAM
Silvercrest Asset Management
New York
$6.86M
4
RSCM
Rock Springs Capital Management
Maryland
$52M
5
Axa
Axa
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$36.2K -$638 -28 -2%
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$33.8K – – –
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$32.8K – – –
SAM
154
Smartleaf Asset Management
Massachusetts
$30.7K +$22.9K +1,006 +291%
Comerica Bank
155
Comerica Bank
Texas
$23.2K +$4.63K +203 +25%
FHA
156
First Horizon Advisors
Tennessee
$21K – – –
QL
157
Quarry LP
New York
$20.8K +$20.8K +912 New
VanEck Associates
158
VanEck Associates
New York
$15K -$6.06K -335 -29%
PA
159
Parallel Advisors
California
$14K – – –
TRCT
160
Tower Research Capital (TRC)
New York
$11.5K -$387K -16,978 -97%
Walleye Capital
161
Walleye Capital
New York
$9.46K +$3.9K +171 +70%
BTI
162
Blue Trust Inc
Georgia
$8.86K +$2.33K +110 +36%
WTA
163
Washington Trust Advisors
Massachusetts
$7.34K – – –
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$6K +$453 +21 +8%
JFGIW
165
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.36K +$5.36K +235 New
CAM
166
ClariVest Asset Management
California
$4.3K – – –
PPC
167
Park Place Capital
Alabama
$4.22K – – –
Osaic Holdings
168
Osaic Holdings
Arizona
$3.01K – – –
BAM
169
Bellevue Asset Management
Washington
$2.78K – – –
CFB
170
Cullen/Frost Bankers
Texas
$2.6K +$2.6K +114 New
AWM
171
AllSquare Wealth Management
New York
$2.28K – – –
VCM
172
Versant Capital Management
Arizona
$2.26K -$137 -6 -6%
RIL
173
Rothschild Investment LLC
Illinois
$1.37K +$797 +35 +140%
SCM
174
Sterling Capital Management
North Carolina
$1.32K +$1.32K +58 New
AWM
175
Avior Wealth Management
Nebraska
$1.3K +$957 +42 +280%
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