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Phreesia
PHR

Overview Fund Activity

190 hedge funds and large institutions have $1.25B invested in Phreesia in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 66 reducing their positions, and 24 closing their positions.

Holders
190
Holders Change
+4
Holders Change %
+2.15%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
63
Reduced
66
Closed
24
Calls
$5.64M
Puts
$11.7M
Net Calls
-$6.11M
Net Calls Change
+$1.98M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$62.1M
2
CIP
2
Champlain Investment Partners
Vermont
$29.9M
3
GF
3
Greenhouse Funds
Maryland
$24.6M
4
GIM
4
Granahan Investment Management
Massachusetts
$35.8M
5
Brown Advisory
5
Brown Advisory
Maryland
$101M

Top Sellers

1
OAM
1
Ophir Asset Management
Australia
$0
2
Millennium Management
2
Millennium Management
New York
$13.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$887K
5
WP
5
Woodline Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$184M 7,685,990 -6,021 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$109M 4,567,792 -60,649 -1%
Brown Advisory
3
Brown Advisory
Maryland
$101M 4,215,734 +265,378 +7%
BlackRock
4
BlackRock
New York
$99.5M 4,156,649 -94,939 -2%
Capital International Investors
5
Capital International Investors
California
$62.1M 2,593,063 +1,785,463 +221%
RSCM
6
Rock Springs Capital Management
Maryland
$56.6M 2,365,000 +158,300 +7%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$42.9M 1,793,723 -17,808 -1%
CS
8
Credit Suisse
Switzerland
$42.4M 1,770,805 -7,464 -0.4%
GIM
9
Granahan Investment Management
Massachusetts
$35.8M 1,494,294 +434,224 +41%
Franklin Resources
10
Franklin Resources
California
$35.6M 1,487,527 +2,864 +0.2%
CIP
11
Champlain Investment Partners
Vermont
$29.9M 1,251,200 +1,251,200 New
GKIM
12
GW&K Investment Management
Massachusetts
$29.9M 1,250,626 +41,745 +3%
State Street
13
State Street
Massachusetts
$29.2M 1,219,768 +65,534 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$27.7M 1,157,104 +38,190 +3%
GF
15
Greenhouse Funds
Maryland
$24.6M 1,027,437 +554,382 +117%
RP
16
Riverbridge Partners
Minnesota
$20.2M 844,659 +57 +0%
TCM
17
TimesSquare Capital Management
New York
$19.1M 799,519 -69,331 -8%
William Blair & Company
18
William Blair & Company
Illinois
$18M 752,700 +224,950 +43%
SPPAM
19
Summit Partners Public Asset Management
Massachusetts
$17.1M 713,000 +160,000 +29%
Millennium Management
20
Millennium Management
New York
$13.1M 547,725 -774,024 -59%
Northern Trust
21
Northern Trust
Illinois
$13M 542,272 -7,452 -1%
SAM
22
Silvercrest Asset Management
New York
$10.7M 447,638 +19,454 +5%
BG
23
Bellevue Group
Switzerland
$10.6M 443,341 +21,768 +5%
Bank of America
24
Bank of America
North Carolina
$10.6M 442,382 +142,011 +47%
Charles Schwab
25
Charles Schwab
California
$10.1M 421,257 +8,494 +2%
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