Phreesia
PHR
191 hedge funds and large institutions have $1.26B invested in Phreesia in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 48 reducing their positions, and 18 closing their positions.
83% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 18
50% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 48
10% more capital invested
Capital invested by funds: $1.14B → $1.26B (+$110M)
9% more funds holding
Funds holding: 176 → 191 (+15)
1.47% more ownership
Funds ownership: 94.07% → 95.54% (+1.5%)
32% less call options, than puts
Call options by funds: $10.6M | Put options by funds: $15.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
+$9.42M |
| 2 |
Millennium Management
New York
|
+$8.36M |
| 3 |
DM
Deerfield Management
New York
|
+$8.25M |
| 4 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$6.34M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$3.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$6.52M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$3.74M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
-$3.58M |
| 4 |
RSCM
Rock Springs Capital Management
Baltimore,
Maryland
|
-$3.16M |
| 5 |
Axa
Paris,
France
|
-$3.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CM
201
Caption Management
Oklahoma City,
Oklahoma
| – | -$191K | -8,145 | Closed |
|
202
Point72 Asset Management
Stamford,
Connecticut
| – | -$106K | -5,000 | Closed |
|
|
CSS
203
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$99.6K | -4,700 | Closed |
|
|
NC
204
nVerses Capital
Wellington,
Florida
| – | -$63.6K | -3,000 | Closed |
|
|
PAS
205
Point72 Asia (Singapore)
Singapore
| – | -$23.2K | -1,093 | Closed |
|
|
HIIFS
206
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$5K | -231 | Closed |
|
|
CA
207
Clearstead Advisors
Cleveland,
Ohio
| – | -$3.94K | -186 | Closed |
|
|
MG
208
Mather Group
Chicago,
Illinois
| – | -$4.19K | -175 | Closed |
|
PHR Hedge Fund Activity: Q3 2024 in Review
191 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q3 2024, worth a combined $1.26B — up 9.6% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new PHR positions and 18 closed out — a net gain of 15 holders — while 72 added to existing stakes and 48 trimmed.
The largest buyer was Greenhouse Funds, adding an estimated $9.42M. The largest seller was UBS AM, cutting an estimated $6.52M.
- 191 institutional investors held Phreesia (PHR) as of Q3 2024, up from 176 in Q2 2024.
- Funds reported $1.26B of Phreesia stock for Q3 2024, up 9.6% quarter-over-quarter.
- 33 funds opened new Phreesia positions in Q3 2024 and 18 closed out, a net change of +15 holders.
- The largest Phreesia buyer in Q3 2024 was Greenhouse Funds, an estimated $9.42M added.
- The largest Phreesia seller in Q3 2024 was UBS AM, an estimated $6.52M sold.
Based on aggregated 13F filings for Q3 2024.