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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 %
RIL
201
Rothschild Investment LLC
Illinois
$1.66K +$639 +25 +63%
SCM
202
Sterling Capital Management
North Carolina
$1.51K – – –
LC
203
Lindbrook Capital
California
$1.41K – – –
AF
204
Allworth Financial
California
$1.13K – – –
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$1.1K – – –
C
206
Covestor
United Kingdom
$1K -$429 -21 -30%
CAL
207
Capital Advisors Ltd
Ohio
$1K – – –
HNB
208
Huntington National Bank
Ohio
$972 -$51 -2 -5%
FFA
209
Farther Finance Advisors
California
$815 – – –
BTI
210
Blue Trust Inc
Georgia
$716 +$716 +28 New
TWD
211
True Wealth Design
Ohio
$537 +$537 +21 New
PFBT
212
Parkside Financial Bank & Trust
Missouri
$512 +$512 +20 New
BF
213
BOK Financial
Oklahoma
$460 – – –
S
214
SignatureFD
Georgia
$460 – – –
JSAM
215
J. Safra Asset Management
New York
$409 – – –
SC
216
Stephens Consulting
Michigan
$384 +$384 +15 New
CA
217
CoreCap Advisors
Michigan
$230 +$230 +9 New
Osaic Holdings
218
Osaic Holdings
Arizona
$102 -$102 -4 -50%
SS
219
SBI Securities
Japan
$26 – – –
IECM
220
Intrinsic Edge Capital Management
Illinois
– -$6.58M -261,543 Closed
ECM
221
ExodusPoint Capital Management
New York
– -$4.4M -174,971 Closed
Norges Bank
222
Norges Bank
Norway
– -$2.8M -111,438 Closed
RCAP
223
Resolute Capital Asset Partners
Colorado
– -$1.89M -75,000 Closed
M&T Bank
224
M&T Bank
New York
– -$1.38M -54,939 Closed
XT
225
XTX Topco
Cayman Islands
– -$481K -19,134 Closed
6 7 8
9
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