Phreesia
PHR
176 hedge funds and large institutions have $1.14B invested in Phreesia in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 36 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 53
0.21% more ownership
Funds ownership: 93.86% → 94.07% (+0.21%)
7% less funds holding
Funds holding: 190 → 176 (-14)
8% less capital invested
Capital invested by funds: $1.25B → $1.14B (-$105M)
36% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 36
66% less call options, than puts
Call options by funds: $4.54M | Put options by funds: $13.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$38.2M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$33.7M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$25.1M |
| 4 |
BlackRock
New York
|
+$20.4M |
| 5 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.5M |
| 2 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
-$17.1M |
| 3 |
Millennium Management
New York
|
-$11.9M |
| 4 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$6.72M |
| 5 |
NCL
Nishkama Capital LLC
Dorado,
Puerto Rico
|
-$5.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
201
Prelude Capital Management
New York
| – | -$235K | -9,838 | Closed |
|
202
Wolverine Trading
Chicago,
Illinois
| – | -$228K | -9,548 | Closed |
|
203
ProShare Advisors
Bethesda,
Maryland
| – | -$228K | -9,522 | Closed |
|
|
VA
204
Vident Advisory
Alpharetta,
Georgia
| – | -$212K | -8,850 | Closed |
|
|
QC
205
Quadrature Capital
London,
United Kingdom
| – | -$202K | -8,433 | Closed |
|
|
EC
206
EntryPoint Capital
New York
| – | -$169K | -7,069 | Closed |
|
|
MLICM
207
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$70.6K | -2,949 | Closed |
|
208
Allspring Global Investments
Charlotte,
North Carolina
| – | -$11.1K | -462 | Closed |
|
|
NA
209
NewEdge Advisors
New Orleans,
Louisiana
| – | -$1.68K | -70 | Closed |
|
|
VNA
210
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$1K | -60 | Closed |
|
|
CTC
211
Central Trust Company
Jefferson City,
Missouri
| – | -$1.32K | -55 | Closed |
|
PHR Hedge Fund Activity: Q2 2024 in Review
176 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q2 2024, worth a combined $1.14B — down 8.4% from $1.25B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of PHR and 23 opened new positions — a net loss of 13 holders — while 53 trimmed existing stakes and 64 added.
The largest buyer was UBS AM, adding an estimated $38.2M. The largest seller was Fidelity Investments, cutting an estimated $20.5M.
- 176 institutional investors held Phreesia (PHR) as of Q2 2024, down from 190 in Q1 2024.
- Funds reported $1.14B of Phreesia stock for Q2 2024, down 8.4% quarter-over-quarter.
- 23 funds opened new Phreesia positions in Q2 2024 and 36 closed out, a net change of -13 holders.
- The largest Phreesia buyer in Q2 2024 was UBS AM, an estimated $38.2M added.
- The largest Phreesia seller in Q2 2024 was Fidelity Investments, an estimated $20.5M sold.
Based on aggregated 13F filings for Q2 2024.