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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 %
CAM
176
Creekmur Asset Management
Illinois
$1.28K – – –
LC
177
Lindbrook Capital
California
$1.25K – – –
CA
178
Continuum Advisory
Idaho
$1.03K +$1.03K +49 New
CAL
179
Capital Advisors Ltd
Ohio
$1K – – –
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$980 – – –
HNB
181
Huntington National Bank
Ohio
$957 +$934 +41 +4,100%
FFA
182
Farther Finance Advisors
California
$729 – – –
CPA
183
Capital Performance Advisors
California
$706 +$706 +31 New
GI
184
GAMMA Investing
California
$547 -$6.31K -277 -92%
AAP
185
Arax Advisory Partners
Colorado
$525 -$457 -20 -47%
S
186
SignatureFD
Georgia
$410 – – –
EWA
187
EverSource Wealth Advisors
Alabama
$387 – – –
JSAM
188
J. Safra Asset Management
New York
$364 +$364 +16 New
IAIM
189
International Assets Investment Management
Florida
$64 +$61 +1,395 +2,180%
Norges Bank
190
Norges Bank
Norway
– -$4.09M -192,743 Closed
Axa
191
Axa
France
– -$3.01M -142,188 Closed
GGHC
192
Gilder Gagnon Howe & Co
New York
– -$1.8M -85,088 Closed
Jennison Associates
193
Jennison Associates
New York
– -$663K -31,285 Closed
Select Equity Group
194
Select Equity Group
New York
– -$336K -15,858 Closed
D.E. Shaw & Co
195
D.E. Shaw & Co
New York
– -$279K -13,160 Closed
BHCM
196
Brevan Howard Capital Management
Jersey
– -$271K -12,785 Closed
Los Angeles Capital Management
197
Los Angeles Capital Management
California
– -$222K -10,456 Closed
OQS
198
Occudo Quantitative Strategies
Florida
– -$220K -10,361 Closed
PD
199
Point72 (DIFC)
United Arab Emirates
– -$209K -9,882 Closed
LOAMU
200
Lombard Odier Asset Management (USA)
New York
– -$202K -9,505 Closed
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