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Phreesia
PHR

190 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, 69 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $8.4M

10% more capital invested

Capital invested by funds: $1.26B → $1.38B (+$125M)

8% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 64

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

1% less funds holding

Funds holding: 191 → 190 (-1)

1.16% less ownership

Funds ownership: 95.54% → 94.38% (-1.2%)

Holders
190
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
69
Reduced
64
Closed
26
Calls
$10.9M
Puts
$8.4M
Net Calls
+$2.5M
Net Calls Change
+$7.5M

Top Buyers

Rank Fund Capital Flow
1
DM
Deerfield Management
New York
+$15.5M
2
GF
Greenhouse Funds
Maryland
+$13.4M
3
PWAM
Park West Asset Management
California
+$9.05M
4
Millennium Management
Millennium Management
New York
+$6.34M
5
Goldman Sachs
Goldman Sachs
New York
+$4.59M

Top Sellers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
-$19.8M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$15.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.6M
4
William Blair & Company
William Blair & Company
Illinois
-$11.4M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
176
Creekmur Asset Management
Illinois
$1.41K – – –
LC
177
Lindbrook Capital
California
$1.38K – – –
GI
178
GAMMA Investing
California
$1.33K +$620 +29 +121%
AF
179
Allworth Financial
California
$1.25K +$983 +46 New
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$1.08K – – –
RIL
181
Rothschild Investment LLC
Illinois
$1.01K -$427 -20 -33%
HNB
182
Huntington National Bank
Ohio
$1.01K -$43 -2 -5%
CAL
183
Capital Advisors Ltd
Ohio
$1K – – –
FFA
184
Farther Finance Advisors
California
$805 – – –
EWA
185
EverSource Wealth Advisors
Alabama
$579 +$128 +6 +35%
BF
186
BOK Financial
Oklahoma
$480 +$385 +18 New
S
187
SignatureFD
Georgia
$453 – – –
JSAM
188
J. Safra Asset Management
New York
$412 – – –
Osaic Holdings
189
Osaic Holdings
Arizona
$201 -$2.65K -124 -94%
IA
190
IFP Advisors
Florida
$75 – – –
SS
191
SBI Securities
Japan
$25 +$21 +1 New
TCM
192
TimesSquare Capital Management
New York
– -$19.8M -868,409 Closed
Neuberger Berman Group
193
Neuberger Berman Group
New York
– -$7.02M -307,864 Closed
PP
194
PDT Partners
New York
– -$1.72M -75,303 Closed
Voloridge Investment Management
195
Voloridge Investment Management
Florida
– -$1.54M -67,467 Closed
DM
196
Diker Management
New York
– -$1.14M -50,000 Closed
SG Americas Securities
197
SG Americas Securities
New York
– -$954K -41,849 Closed
Tudor Investment Corp
198
Tudor Investment Corp
Connecticut
– -$905K -39,731 Closed
CP
199
CenterBook Partners
Connecticut
– -$751K -32,960 Closed
WF
200
WoodTrust Financial
Wisconsin
– -$706K -31,000 Closed
5 6 7
8
9

PHR Hedge Fund Activity: Q4 2024 in Review

190 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q4 2024, worth a combined $1.38B — up 10% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PHR positions and 26 closed out — a net gain of 2 holders — while 69 added to existing stakes and 64 trimmed.

The largest buyer was Deerfield Management, adding an estimated $15.5M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $19.8M sold.

  • 190 institutional investors held Phreesia (PHR) as of Q4 2024, down from 191 in Q3 2024.
  • Funds reported $1.38B of Phreesia stock for Q4 2024, up 10% quarter-over-quarter.
  • 28 funds opened new Phreesia positions in Q4 2024 and 26 closed out, a net change of +2 holders.
  • The largest Phreesia buyer in Q4 2024 was Deerfield Management, an estimated $15.5M added.
  • The largest Phreesia seller in Q4 2024 was TimesSquare Capital Management, an estimated $19.8M sold.

Based on aggregated 13F filings for Q4 2024.