PHR icon

Phreesia
PHR

Overview Fund Activity

186 hedge funds and large institutions have $1.21B invested in Phreesia in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 50 reducing their positions, and 25 closing their positions.

Holders
186
Holders Change
+12
Holders Change %
+6.9%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
77
Reduced
50
Closed
25
Calls
$12.6M
Puts
$20.7M
Net Calls
-$8.08M
Net Calls Change
-$7.65M

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$91.5M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$12.8M
3
GF
3
Greenhouse Funds
Maryland
$11M
4
RSCM
4
Rock Springs Capital Management
Maryland
$51.1M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$41.9M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$898K
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$7.29M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.24M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$178M 7,692,011 -164,540 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$107M 4,628,441 +194,035 +4%
BlackRock
3
BlackRock
New York
$98.4M 4,251,588 +280,198 +7%
Brown Advisory
4
Brown Advisory
Maryland
$91.5M 3,950,356 +716,374 +22%
RSCM
5
Rock Springs Capital Management
Maryland
$51.1M 2,206,700 +430,309 +24%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$41.9M 1,811,531 +331,701 +22%
CS
7
Credit Suisse
Switzerland
$41.2M 1,778,269 +2,673 +0.2%
Franklin Resources
8
Franklin Resources
California
$34.4M 1,484,663 +193,480 +15%
Millennium Management
9
Millennium Management
New York
$30.6M 1,321,749 +26,754 +2%
GKIM
10
GW&K Investment Management
Massachusetts
$28M 1,208,881 -142,136 -11%
State Street
11
State Street
Massachusetts
$26.7M 1,154,234 +40,962 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$25.9M 1,118,914 +76,913 +7%
OAM
13
Ophir Asset Management
Australia
$25.5M 1,099,505 +213,805 +24%
GIM
14
Granahan Investment Management
Massachusetts
$24.5M 1,060,070 -26,852 -2%
TCM
15
TimesSquare Capital Management
New York
$20.1M 868,850 +94,771 +12%
RP
16
Riverbridge Partners
Minnesota
$19.6M 844,602 -27,094 -3%
Capital International Investors
17
Capital International Investors
California
$18.7M 807,600 – –
SPPAM
18
Summit Partners Public Asset Management
Massachusetts
$12.8M 553,000 +553,000 New
Northern Trust
19
Northern Trust
Illinois
$12.7M 549,724 +11,390 +2%
William Blair & Company
20
William Blair & Company
Illinois
$12.2M 527,750 +49,336 +10%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$12.1M 520,872 +3,366 +0.7%
Morgan Stanley
22
Morgan Stanley
New York
$11.5M 496,058 +321,212 +184%
Lazard Asset Management
23
Lazard Asset Management
New York
$11.3M 488,712 +64,665 +15%
GF
24
Greenhouse Funds
Maryland
$11M 473,055 +473,055 New
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$10.7M 460,640 +1,639 +0.4%
1
2 3 4 5