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Phreesia

189 hedge funds and large institutions have $1.38B invested in Phreesia in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
68
Reduced
64
Closed
26
Calls
$10.9M
Puts
$8.4M
Net Calls
+$2.5M
Net Calls Change
+$7.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$37.7K -$2.21K -88 -6%
BTD
152
BankPlus Trust Department
Mississippi
$33.9K +$33.9K +1,349 New
JFGIW
153
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32.2K +$25.5K +896 +381%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$31K -$5.23K -208 -14%
RS
155
R Squared
Hong Kong
$30.2K +$30.2K +1,200 New
VanEck Associates
156
VanEck Associates
New York
$27K +$5.96K +235 +28%
FHA
157
First Horizon Advisors
Tennessee
$23.2K
Simplex Trading
158
Simplex Trading
Illinois
$23K -$53.5K -2,160 -70%
Comerica Bank
159
Comerica Bank
Texas
$21.2K -$4.48K -178 -17%
ACM
160
Aquatic Capital Management
Illinois
$17.5K +$17.5K +697 New
PA
161
Parallel Advisors
California
$16.2K +$679 +27 +4%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$9K +$2.22K +91 +33%
WTA
163
Washington Trust Advisors
Massachusetts
$8.1K
VCM
164
Versant Capital Management
Arizona
$5.18K +$2.69K +107 +108%
AWM
165
Avior Wealth Management
Nebraska
$4.45K +$3.02K +120 +211%
CFB
166
Cullen/Frost Bankers
Texas
$3.35K +$478 +19 +17%
BAM
167
Bellevue Asset Management
Washington
$3.07K
AWM
168
AllSquare Wealth Management
New York
$2.52K
AAP
169
Arax Advisory Partners
Colorado
$2.34K +$1.76K +70 +304%
Group One Trading
170
Group One Trading
Illinois
$2.32K -$48.3K -1,919 -95%
C
171
Covestor
United Kingdom
$2K +$1.89K +66 +1,650%
Creative Planning
172
Creative Planning
Kansas
$1.81K +$1.81K +72 New
CA
173
Continuum Advisory
Idaho
$1.74K +$503 +20 +41%
SCM
174
Sterling Capital Management
North Carolina
$1.48K +$25 +1 +2%
CAM
175
Creekmur Asset Management
Illinois
$1.41K