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Phreesia
PHR

Overview Fund Activity

190 hedge funds and large institutions have $1.25B invested in Phreesia in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 47 reducing their positions, and 19 closing their positions.

Holders
190
Holders Change
+14
Holders Change %
+7.95%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
72
Reduced
47
Closed
19
Calls
$10.6M
Puts
$15.6M
Net Calls
-$5M
Net Calls Change
+$3.88M

Top Buyers

1
GF
1
Greenhouse Funds
Maryland
$51.2M
2
Millennium Management
2
Millennium Management
New York
$8.13M
3
DM
3
Deerfield Management
New York
$12.4M
4
GIM
4
Granahan Investment Management
Massachusetts
$33.2M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$4M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$35M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$37.1M
3
SAM
3
Silvercrest Asset Management
New York
$6.86M
4
RSCM
4
Rock Springs Capital Management
Maryland
$52M
5
Axa
5
Axa
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$153M 6,697,395 -44,054 -0.7%
Brown Advisory
2
Brown Advisory
Maryland
$130M 5,686,124 -81,992 -1%
BlackRock
3
BlackRock
New York
$119M 5,240,558 +144,935 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$109M 4,762,062 +93,215 +2%
Capital International Investors
5
Capital International Investors
California
$59.1M 2,593,063 – –
CIP
6
Champlain Investment Partners
Vermont
$57.1M 2,503,837 +97,847 +4%
RSCM
7
Rock Springs Capital Management
Maryland
$52M 2,282,500 -135,000 -6%
GF
8
Greenhouse Funds
Maryland
$51.2M 2,247,313 +402,282 +22%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$37.1M 1,627,965 -159,602 -9%
UBS AM
10
UBS AM
Illinois
$35M 1,535,028 -278,429 -15%
GIM
11
Granahan Investment Management
Massachusetts
$33.2M 1,455,647 +270,895 +23%
Franklin Resources
12
Franklin Resources
California
$31.5M 1,497,631 +42,973 +3%
State Street
13
State Street
Massachusetts
$30.3M 1,327,586 +88,517 +7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$28.4M 1,245,797 +55,934 +5%
GKIM
15
GW&K Investment Management
Massachusetts
$26.4M 1,156,896 -49,099 -4%
TCM
16
TimesSquare Capital Management
New York
$19.8M 868,409 +19,395 +2%
RP
17
Riverbridge Partners
Minnesota
$17.2M 753,229 -25,416 -3%
William Blair & Company
18
William Blair & Company
Illinois
$15.5M 679,974 -45,526 -6%
DM
19
Deerfield Management
New York
$12.4M 544,448 +352,101 +183%
Northern Trust
20
Northern Trust
Illinois
$12.2M 536,415 +12,587 +2%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$11.3M 495,933 +63,991 +15%
Bank of America
22
Bank of America
North Carolina
$10.3M 452,731 +19,413 +4%
Charles Schwab
23
Charles Schwab
California
$10.2M 447,239 +16,112 +4%
BG
24
Bellevue Group
Switzerland
$9.63M 422,406 -20,935 -5%
Goldman Sachs
25
Goldman Sachs
New York
$8.72M 382,804 +60,137 +19%
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