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Phreesia
PHR

Overview Fund Activity

219 hedge funds and large institutions have $1.44B invested in Phreesia in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 74 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+30
Holders Change %
+15.87%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
49
Increased
74
Reduced
61
Closed
18
Calls
$6.17M
Puts
$12.7M
Net Calls
-$6.57M
Net Calls Change
-$9.06M

Top Buyers

1
UBS AM
UBS AM
Illinois
$67.6M
2
American Century Companies
American Century Companies
Missouri
$25.1M
3
CIP
Champlain Investment Partners
Vermont
$75.3M
4
PWAM
Park West Asset Management
California
$22.9M
5
Victory Capital Management
Victory Capital Management
Texas
$10.8M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
$96.4M
2
RSCM
Rock Springs Capital Management
Maryland
$29.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$7.64M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$147M
5
Millennium Management
Millennium Management
New York
$6.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$40.8K +$2.45K +96 +6%
JFGIW
177
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37.4K +$8.46K +331 +29%
TRCT
178
Tower Research Capital (TRC)
New York
$33.2K -$112K -4,363 -77%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$31.5K – – –
ACM
180
Aster Capital Management
United Arab Emirates
$30.9K +$30.9K +1,164 New
VanEck Associates
181
VanEck Associates
New York
$27K – – –
FHA
182
First Horizon Advisors
Tennessee
$23.6K – – –
BTD
183
BankPlus Trust Department
Mississippi
$23.1K -$11.4K -446 -33%
Comerica Bank
184
Comerica Bank
Texas
$19.8K -$1.69K -66 -8%
PA
185
Parallel Advisors
California
$16.5K +$128 +5 +0.8%
GFPC
186
Global Financial Private Client
Florida
$14K +$14K +548 New
VCM
187
Versant Capital Management
Arizona
$9.99K +$4.73K +185 +90%
Group One Trading
188
Group One Trading
Illinois
$9.28K +$6.93K +271 +295%
WTA
189
Washington Trust Advisors
Massachusetts
$8.23K – – –
LFG
190
Larson Financial Group
Missouri
$6.16K +$6.16K +241 New
GI
191
GAMMA Investing
California
$5.67K +$4.32K +169 +319%
MG
192
Mather Group
Illinois
$4.47K +$4.47K +175 New
CFB
193
Cullen/Frost Bankers
Texas
$4.29K +$895 +35 +26%
PPC
194
Park Place Capital
Alabama
$3.83K +$3.83K +150 New
BAM
195
Bellevue Asset Management
Washington
$3.12K – – –
AAP
196
Arax Advisory Partners
Colorado
$2.97K +$588 +23 +25%
AWM
197
AllSquare Wealth Management
New York
$2.56K – – –
SPIA
198
Steward Partners Investment Advisory
New York
$2.12K +$2.12K +83 New
EWA
199
EverSource Wealth Advisors
Alabama
$2.1K +$1.51K +59 +257%
CA
200
Continuum Advisory
Idaho
$1.66K -$102 -4 -6%
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