PHR icon

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 %
LC
176
Lindbrook Capital
California
$1.32K – – –
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$1.03K – – –
VCM
178
Versant Capital Management
Arizona
$1.01K -$526 -22 -34%
CAL
179
Capital Advisors Ltd
Ohio
$1K – – –
VNA
180
Valley National Advisers
Pennsylvania
$1K +$1K +60 New
WF
181
WoodTrust Financial
Wisconsin
$742 +$347 +14,500 +88%
FFA
182
Farther Finance Advisors
California
$739 – – –
AWM
183
Avior Wealth Management
Nebraska
$598 +$598 +25 New
A
184
AlphaQuest
New York
$479 +$479 +20 New
S
185
SignatureFD
Georgia
$431 – – –
GI
186
GAMMA Investing
California
$407 – – –
AAP
187
Arax Advisory Partners
Colorado
$359 – – –
RIL
188
Rothschild Investment LLC
Illinois
$120 +$120 +5 New
HNB
189
Huntington National Bank
Ohio
$24 – – –
OAM
190
Ophir Asset Management
Australia
– -$25.5M -1,099,505 Closed
Thrivent Financial for Lutherans
191
Thrivent Financial for Lutherans
Minnesota
– -$12.1M -520,872 Closed
WMSA
192
Weiss Multi-Strategy Advisers
New York
– -$9.23M -398,488 Closed
WP
193
Woodline Partners
California
– -$6.78M -292,822 Closed
2C
194
272 Capital
Texas
– -$3.21M -181,187 Closed
D.E. Shaw & Co
195
D.E. Shaw & Co
New York
– -$3.7M -159,631 Closed
BFM
196
Boothbay Fund Management
New York
– -$2.47M -106,511 Closed
SSA
197
Schonfeld Strategic Advisors
New York
– -$1.56M -67,462 Closed
Nomura Holdings
198
Nomura Holdings
Japan
– -$735K -31,743 Closed
Two Sigma Investments
199
Two Sigma Investments
New York
– -$718K -31,015 Closed
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
– -$521K -22,499 Closed
5 6 7
8
9