PHR — PHREESIA INC
Reported value held$299.33M
Funds holding (latest)43
SectorConsumer Discretionary
Funds holding (Q2 2026)33
Institutional value$198.28M · 19.38M sh
New / Add / Cut / Exit5 / 15 / 10 / 3
Top-5 / Top-10 concentration72.2% / 86.2%
Institutional holdings change
Accumulating +18.2%
(+2.98M sh)
Institutional value change
Up +45.1%
As of Q2 2026, 33 SEC-registered investment managers reported holding PHR (PHREESIA INC) in their latest 13F filings, with a combined reported value of $198.28M across 19.38M shares. That is +18.2% by share count (+2.98M shares) versus the previous quarter, while reported value moved +45.1%. Ownership is concentrated: the five largest holders account for 72.2% of reported value and the top ten for 86.2%.
Compared with the prior quarter, 5 opened new positions, 15 added to existing stakes, 10 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PHR is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 7.02M | $72.23M | 0.00% | Add |
| AQR Capital Management history | 3.15M | $32.43M | 0.01% | Add |
| Goldman Sachs Group history | 1.44M | $14.77M | 0.00% | Add |
| Geode Capital Management history | 1.31M | $13.50M | 0.00% | Reduce |
| Morgan Stanley history | 1.00M | $10.29M | 0.00% | Add |
| Northern Trust Corp history | 621.69K | $6.40M | 0.00% | Add |
| Bank of America Corp history | 589.51K | $6.07M | 0.00% | Reduce |
| D. E. Shaw & Co history | 524.50K | $5.40M | 0.00% | Add |
| Point72 Asset Management history | 484.12K | $4.98M | 0.02% | New |
| Charles Schwab Investment Management history | 473.46K | $4.87M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 463.00K | $4.76M | 0.00% | Add |
| Moore Capital Management history | 266.68K | $2.74M | 0.04% | Reduce |
| Millennium Management history | 256.11K | $2.64M | 0.00% | New |
| Franklin Resources history | 230.51K | $2.37M | 0.00% | Reduce |
| BNY Mellon history | 184.72K | $1.90M | 0.00% | Hold |
| Principal Global Investors history | 178.37K | $1.84M | 0.00% | Add |
| UBS Group AG history | 170.52K | $1.75M | 0.00% | Reduce |
| Marshall Wace history | 156.10K | $1.61M | 0.00% | Add |
| Balyasny Asset Management history | 143.74K | $1.48M | 0.00% | New |
| Invesco Ltd history | 116.61K | $1.20M | 0.00% | Add |
| Two Sigma Investments history | 87.64K | $901.86K | 0.00% | Add |
| Wells Fargo & Co history | 85.95K | $884.41K | 0.00% | Add |
| Deutsche Bank AG history | 52.33K | $538.45K | 0.00% | Hold |
| Citadel Advisors history | 48.00K | $493.92K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 43.65K | $449.14K | 0.00% | New |
| Legal & General Investment Management America history | 42.43K | $436.62K | 0.00% | Reduce |
| Amundi US history | 35.72K | $367.57K | 0.00% | Reduce |
| Citigroup Inc history | 27.04K | $278.22K | 0.00% | Add |
| Lazard Asset Management history | 23.56K | $242.47K | 0.00% | New |
| CPP Investments history | 18.20K | $187.28K | 0.00% | Hold |
| Manulife Financial history | 13.64K | $140.34K | 0.00% | Reduce |
| PNC Financial Services history | 11.62K | $119.60K | 0.00% | Add |
| T. Rowe Price Associates history | 109.60K | $1.13K | 0.00% | Add |
Q1 2026 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.92M | $49.61M | 0.00% | Add |
| AQR Capital Management history | 1.85M | $15.52M | 0.01% | Add |
| Geode Capital Management history | 1.37M | $11.50M | 0.00% | Add |
| Goldman Sachs Group history | 1.03M | $8.64M | 0.00% | Add |
| Bank of America Corp history | 1.00M | $8.39M | 0.00% | Add |
| Citadel Advisors history | 849.46K | $7.12M | 0.00% | Add |
| Franklin Resources history | 735.96K | $6.17M | 0.00% | Reduce |
| Morgan Stanley history | 729.71K | $6.11M | 0.00% | Add |
| Northern Trust Corp history | 513.30K | $4.30M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 482.96K | $4.05M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 355.68K | $2.98M | 0.00% | Reduce |
| Moore Capital Management history | 291.91K | $2.45M | 0.05% | Add |
| UBS Group AG history | 255.80K | $2.14M | 0.00% | Add |
| BNY Mellon history | 184.79K | $1.55M | 0.00% | Reduce |
| Principal Global Investors history | 165.17K | $1.38M | 0.00% | Add |
| Invesco Ltd history | 101.80K | $853.06K | 0.00% | Add |
| Wells Fargo & Co history | 85.02K | $712.45K | 0.00% | Reduce |
| Marshall Wace history | 54.83K | $459.45K | 0.00% | Add |
| Deutsche Bank AG history | 52.42K | $439.32K | 0.00% | Reduce |
| Legal & General Investment Management America history | 49.19K | $412.23K | 0.00% | Reduce |
| Amundi US history | 47.86K | $401.06K | 0.00% | New |
| Arrowstreet Capital history | 44.92K | $376.41K | 0.00% | New |
| Two Sigma Investments history | 35.80K | $300.00K | 0.00% | New |
| Janus Henderson Group history | 24.53K | $205.45K | 0.00% | Hold |
| CPP Investments history | 18.20K | $152.52K | 0.00% | New |
| Manulife Financial history | 15.81K | $132.47K | 0.00% | Reduce |
| MFS Investment Management history | 13.32K | $111.60K | 0.00% | Reduce |
| D. E. Shaw & Co history | 11.54K | $96.71K | 0.00% | New |
| PNC Financial Services history | 7.61K | $63.80K | 0.00% | Reduce |
| Citigroup Inc history | 6.86K | $57.49K | 0.00% | Add |
| T. Rowe Price Associates history | 89.74K | $753 | 0.00% | Add |
Q4 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.74M | $97.19M | 0.00% | Add |
| BlackRock Inc history | 5.64M | $95.36M | 0.00% | Reduce |
| Franklin Resources history | 2.00M | $33.84M | 0.01% | Add |
| Millennium Management history | 1.57M | $26.58M | 0.01% | Add |
| Geode Capital Management history | 1.33M | $22.50M | 0.00% | Hold |
| Goldman Sachs Group history | 912.90K | $15.45M | 0.00% | Add |
| Northern Trust Corp history | 520.00K | $8.80M | 0.00% | Reduce |
| Morgan Stanley history | 507.79K | $8.59M | 0.00% | Add |
| JPMorgan Chase & Co history | 507.22K | $8.58M | 0.00% | Add |
| Charles Schwab Investment Management history | 487.51K | $8.25M | 0.00% | Reduce |
| AQR Capital Management history | 437.09K | $7.40M | 0.00% | Add |
| Bank of America Corp history | 412.61K | $6.98M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 362.97K | $6.14M | 0.00% | Reduce |
| Point72 Asset Management history | 235.62K | $3.99M | 0.01% | Reduce |
| BNY Mellon history | 215.30K | $3.64M | 0.00% | Add |
| UBS Group AG history | 214.99K | $3.64M | 0.00% | Add |
| Citadel Advisors history | 137.20K | $2.32M | 0.00% | Add |
| Wells Fargo & Co history | 106.06K | $1.79M | 0.00% | Add |
| Invesco Ltd history | 82.18K | $1.39M | 0.00% | Add |
| Moore Capital Management history | 67.76K | $1.15M | 0.02% | New |
| Deutsche Bank AG history | 66.29K | $1.12M | 0.00% | Add |
| Legal & General Investment Management America history | 57.91K | $979.90K | 0.00% | Reduce |
| Principal Global Investors history | 52.66K | $890.96K | 0.00% | Add |
| Manulife Financial history | 25.47K | $430.99K | 0.00% | Reduce |
| Janus Henderson Group history | 24.53K | $414.70K | 0.00% | Hold |
| Marshall Wace history | 20.32K | $343.76K | 0.00% | Reduce |
| MFS Investment Management history | 13.67K | $231.35K | 0.00% | New |
| Bridgewater Associates history | 12.80K | $216.66K | 0.00% | Reduce |
| PNC Financial Services history | 12.76K | $215.85K | 0.00% | Reduce |
| Citigroup Inc history | 3.12K | $52.70K | 0.00% | Reduce |
| T. Rowe Price Associates history | 70.38K | $1.19K | 0.00% | Add |
Q3 2025 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.70M | $134.18M | 0.00% | Add |
| BlackRock Inc history | 5.69M | $133.89M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 3.92M | $92.18M | 0.01% | Reduce |
| Franklin Resources history | 1.55M | $36.53M | 0.01% | Add |
| Geode Capital Management history | 1.32M | $31.16M | 0.00% | Add |
| Millennium Management history | 1.06M | $25.03M | 0.01% | Add |
| Goldman Sachs Group history | 720.60K | $16.95M | 0.00% | Add |
| Northern Trust Corp history | 560.47K | $13.18M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 531.14K | $12.49M | 0.00% | Reduce |
| Bank of America Corp history | 501.09K | $11.79M | 0.00% | Reduce |
| Point72 Asset Management history | 479.99K | $11.29M | 0.02% | New |
| Morgan Stanley history | 375.20K | $8.82M | 0.00% | Add |
| BNY Mellon history | 207.18K | $4.87M | 0.00% | Add |
| UBS Group AG history | 198.46K | $4.67M | 0.00% | Reduce |
| AQR Capital Management history | 181.45K | $4.27M | 0.00% | Reduce |
| Marshall Wace history | 136.85K | $3.22M | 0.00% | Reduce |
| Citadel Advisors history | 108.32K | $2.55M | 0.00% | Reduce |
| Invesco Ltd history | 72.66K | $1.71M | 0.00% | Add |
| Bridgewater Associates history | 72.20K | $1.70M | 0.01% | New |
| Legal & General Investment Management America history | 71.00K | $1.67M | 0.00% | Add |
| Deutsche Bank AG history | 64.75K | $1.52M | 0.00% | Add |
| Wells Fargo & Co history | 63.06K | $1.48M | 0.00% | Add |
| JPMorgan Chase & Co history | 55.88K | $1.31M | 0.00% | Reduce |
| Citigroup Inc history | 55.77K | $1.31M | 0.00% | Add |
| Arrowstreet Capital history | 51.62K | $1.21M | 0.00% | Reduce |
| Principal Global Investors history | 37.02K | $870.66K | 0.00% | Reduce |
| Manulife Financial history | 26.64K | $626.57K | 0.00% | Reduce |
| PNC Financial Services history | 26.05K | $612.58K | 0.00% | Add |
| Janus Henderson Group history | 24.53K | $577.09K | 0.00% | Hold |
| T. Rowe Price Associates history | 64.80K | $1.52K | 0.00% | Add |
Q2 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.40M | $153.79M | 0.00% | Hold |
| BlackRock Inc history | 5.40M | $153.79M | 0.00% | Hold |
| Vanguard Group history | 5.27M | $149.91M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.90M | $139.32M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 4.90M | $139.32M | 0.01% | Reduce |
| Franklin Resources history | 1.52M | $43.38M | 0.01% | Add |
| Geode Capital Management history | 1.31M | $37.35M | 0.00% | Add |
| Goldman Sachs Group history | 594.39K | $16.92M | 0.00% | Reduce |
| Goldman Sachs Group history | 594.39K | $16.92M | 0.00% | Reduce |
| Citadel Advisors history | 592.42K | $16.86M | 0.00% | Reduce |
| Citadel Advisors history | 592.42K | $16.86M | 0.00% | Reduce |
| Northern Trust Corp history | 572.58K | $16.30M | 0.00% | Add |
| Bank of America Corp history | 539.37K | $15.35M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 537.64K | $15.30M | 0.00% | Add |
| Marshall Wace history | 418.48K | $11.91M | 0.01% | Add |
| Morgan Stanley history | 363.26K | $10.34M | 0.00% | Add |
| Morgan Stanley history | 363.26K | $10.34M | 0.00% | Add |
| UBS Group AG history | 227.09K | $6.46M | 0.00% | Add |
| BNY Mellon history | 200.83K | $5.72M | 0.00% | Add |
| AQR Capital Management history | 188.09K | $5.35M | 0.00% | Add |
| D. E. Shaw & Co history | 128.15K | $3.65M | 0.00% | Add |
| Millennium Management history | 128.10K | $3.65M | 0.00% | Reduce |
| Arrowstreet Capital history | 96.79K | $2.75M | 0.00% | New |
| Invesco Ltd history | 66.74K | $1.90M | 0.00% | Reduce |
| Legal & General Investment Management America history | 65.28K | $1.86M | 0.00% | Add |
| Principal Global Investors history | 61.24K | $1.74M | 0.00% | Reduce |
| Deutsche Bank AG history | 58.81K | $1.67M | 0.00% | Reduce |
| Deutsche Bank AG history | 58.81K | $1.67M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 58.02K | $1.65M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 58.02K | $1.65M | 0.00% | Reduce |
| Norges Bank Investment Management history | 44.92K | $1.28M | 0.00% | Reduce |
| Norges Bank Investment Management history | 44.92K | $1.28M | 0.00% | Reduce |
| Wells Fargo & Co history | 36.13K | $1.03M | 0.00% | Add |
| Manulife Financial history | 26.83K | $763.47K | 0.00% | Reduce |
| Janus Henderson Group history | 24.53K | $698.03K | 0.00% | Hold |
| Citigroup Inc history | 24.24K | $689.98K | 0.00% | Reduce |
| PNC Financial Services history | 19.98K | $568.72K | 0.00% | Add |
| Polen Capital Management history | 17.36K | $494.15K | 0.00% | New |
| Prudential Financial history | 10.46K | $256.38K | 0.00% | New |
| T. Rowe Price Associates history | 61.28K | $1.75K | 0.00% | Add |
Q1 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 5.76M | $147.12M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 5.76M | $147.12M | 0.01% | Reduce |
| BlackRock Inc history | 5.41M | $138.18M | 0.00% | Add |
| BlackRock Inc history | 5.41M | $138.18M | 0.00% | Add |
| Vanguard Group history | 4.94M | $126.18M | 0.00% | Add |
| Franklin Resources history | 1.52M | $38.73M | 0.01% | Hold |
| Geode Capital Management history | 1.29M | $32.93M | 0.00% | Add |
| Citadel Advisors history | 624.47K | $15.96M | 0.00% | Add |
| Citadel Advisors history | 624.47K | $15.96M | 0.00% | Add |
| Goldman Sachs Group history | 600.01K | $15.34M | 0.00% | Hold |
| Goldman Sachs Group history | 600.01K | $15.34M | 0.00% | Hold |
| Bank of America Corp history | 570.66K | $14.59M | 0.00% | Add |
| Northern Trust Corp history | 568.24K | $14.52M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 522.38K | $13.35M | 0.00% | Add |
| Millennium Management history | 421.39K | $10.77M | 0.01% | Reduce |
| Morgan Stanley history | 207.32K | $5.30M | 0.00% | Reduce |
| Morgan Stanley history | 207.32K | $5.30M | 0.00% | Reduce |
| BNY Mellon history | 197.31K | $5.04M | 0.00% | Add |
| AQR Capital Management history | 160.03K | $4.09M | 0.00% | Add |
| Marshall Wace history | 137.03K | $3.50M | 0.00% | Add |
| Invesco Ltd history | 132.03K | $3.37M | 0.00% | Add |
| UBS Group AG history | 81.41K | $2.08M | 0.00% | Reduce |
| Deutsche Bank AG history | 74.86K | $1.91M | 0.00% | Add |
| Deutsche Bank AG history | 74.86K | $1.91M | 0.00% | Add |
| JPMorgan Chase & Co history | 66.12K | $1.69M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 66.12K | $1.69M | 0.00% | Reduce |
| Principal Global Investors history | 63.49K | $1.62M | 0.00% | New |
| Legal & General Investment Management America history | 56.71K | $1.45M | 0.00% | Hold |
| Citigroup Inc history | 43.57K | $1.11M | 0.00% | Reduce |
| D. E. Shaw & Co history | 40.45K | $1.03M | 0.00% | Reduce |
| Wells Fargo & Co history | 29.81K | $761.84K | 0.00% | Add |
| Manulife Financial history | 28.02K | $716.29K | 0.00% | Add |
| Janus Henderson Group history | 24.53K | $636.95K | 0.00% | Reduce |
| PNC Financial Services history | 19.44K | $496.96K | 0.00% | Reduce |
| Balyasny Asset Management history | 17.62K | $450.50K | 0.00% | Add |
| Amundi US history | 2.25K | $55.84K | 0.00% | Hold |
| T. Rowe Price Associates history | 57.92K | $1.48K | 0.00% | Reduce |
| Lazard Asset Management history | 38.55K | $985 | 0.00% | Reduce |
New Positions (Q2 2026)
- Point72 Asset Management 484.12K sh · $4.98M
- Millennium Management 256.11K sh · $2.64M
- Balyasny Asset Management 143.74K sh · $1.48M
- JPMorgan Chase & Co 43.65K sh · $449.14K
- Lazard Asset Management 23.56K sh · $242.47K
Fully Exited (vs previous quarter)
- Arrowstreet Capital sold 44.92K sh · $376.41K
- Janus Henderson Group sold 24.53K sh · $205.45K
- MFS Investment Management sold 13.32K sh · $111.60K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 7.02M | 5.92M | 5.64M | 5.69M | 5.40M | 5.41M | 5.28M | 5.24M | — | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 3.15M | 1.85M | 437.09K | 181.45K | 188.09K | 160.03K | 28.02K | — | — | 11.13K | — | 14.02K | 11.91K | — | — | — | — | — | — | 14.28K |
| Goldman Sachs Group | 1.44M | 1.03M | 912.90K | 720.60K | 594.39K | 600.01K | 597.61K | 382.80K | 322.67K | 255.97K | 189.78K | 329.03K | 269.50K | 396.17K | 290.52K | 333.58K | 170.32K | 194.00K | 107.56K | 226.22K |
| Geode Capital Management | 1.31M | 1.37M | 1.33M | 1.32M | 1.31M | 1.29M | 1.24M | 1.25M | 1.19M | 1.16M | 1.12M | 1.04M | 1.02M | 975.98K | 932.47K | 889.26K | 874.22K | 875.08K | 835.92K | 799.57K |
| Morgan Stanley | 1.00M | 729.71K | 507.79K | 375.20K | 363.26K | 207.32K | 266.90K | 348.02K | 239.97K | 278.01K | 248.03K | 174.85K | 272.36K | 277.44K | 215.19K | 236.51K | 166.55K | 178.10K | 180.32K | 138.62K |
| Northern Trust Corp | 621.69K | 513.30K | 520.00K | 560.47K | 572.58K | 568.24K | 571.81K | 536.41K | 523.83K | 542.27K | 549.72K | 538.33K | 539.09K | 516.61K | 516.86K | 513.67K | 519.20K | 535.08K | 569.48K | 579.24K |
| Bank of America Corp | 589.51K | 1.00M | 412.61K | 501.09K | 539.37K | 570.66K | 470.01K | 550.53K | 531.12K | 540.18K | 435.37K | 316.95K | 344.15K | 390.11K | 322.83K | 392.58K | 399.13K | 367.76K | 362.40K | 321.17K |
| D. E. Shaw & Co | 524.50K | 11.54K | — | — | 128.15K | 40.45K | 43.30K | 78.50K | 86.56K | 10.80K | 159.63K | 342.73K | 499.04K | 537.61K | 581.25K | 623.10K | 611.74K | 534.51K | 401.45K | 257.32K |
| Point72 Asset Management | 484.12K | — | 235.62K | 479.99K | — | — | — | — | 5.00K | 71.30K | 315.10K | 665.20K | — | — | 325.65K | 618.53K | 731.70K | 1.35M | — | — |
| Charles Schwab Investment Management | 473.46K | 482.96K | 487.51K | 531.14K | 537.64K | 522.38K | 493.45K | 447.24K | 431.13K | 421.26K | 412.76K | 397.46K | 393.22K | 384.58K | 384.04K | 374.05K | 362.93K | 370.28K | 356.35K | 347.98K |
| Fidelity Management & Research (FMR) | 463.00K | 355.68K | 362.97K | 3.92M | 4.90M | 5.76M | 6.15M | 6.70M | 6.74M | 7.69M | 7.69M | 7.86M | 7.23M | 7.12M | 7.89M | 7.88M | 6.22M | 4.85M | 5.50M | 6.28M |
| Moore Capital Management | 266.68K | 291.91K | 67.76K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | 256.11K | — | 1.57M | 1.06M | 128.10K | 421.39K | 653.63K | 356.77K | 20.00K | 547.73K | 1.32M | 1.29M | 1.25M | 385.50K | 1.10M | 835.68K | 1.31M | 83.21K | 56.29K | 250.16K |
| Franklin Resources | 230.51K | 735.96K | 2.00M | 1.55M | 1.52M | 1.52M | 1.51M | 1.50M | 1.45M | 1.49M | 1.48M | 1.29M | 1.26M | 1.26M | 1.34M | 1.43M | 1.40M | 1.00M | 935.93K | 936.02K |
| BNY Mellon | 184.72K | 184.79K | 215.30K | 207.18K | 200.83K | 197.31K | 195.27K | 180.76K | 214.43K | 197.82K | 207.50K | 195.28K | 185.77K | 187.30K | 201.12K | 198.64K | 175.90K | 219.60K | 217.55K | 216.50K |
| Principal Global Investors | 178.37K | 165.17K | 52.66K | 37.02K | 61.24K | 63.49K | — | — | — | — | — | — | — | 151.77K | — | 11.98K | 10.72K | 47.83K | 64.13K | 82.85K |
| UBS Group AG | 170.52K | 255.80K | 214.99K | 198.46K | 227.09K | 81.41K | 111.24K | 39.65K | 24.06K | 53.59K | 67.07K | 40.09K | 46.45K | 30.19K | 27.42K | 9.73K | 7.79K | 4.32K | 20.74K | 3.35K |
| Marshall Wace | 156.10K | 54.83K | 20.32K | 136.85K | 418.48K | 137.03K | 95.08K | 18.39K | 40.01K | 153.08K | 81.22K | — | — | — | — | — | — | 47.53K | 116.52K | — |
| Balyasny Asset Management | 143.74K | — | — | — | — | 17.62K | 11.26K | 41.62K | — | 13.29K | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 116.61K | 101.80K | 82.18K | 72.66K | 66.74K | 132.03K | 40.25K | 39.89K | 39.09K | 38.45K | 36.44K | 42.81K | 39.13K | 146.19K | 130.54K | 137.29K | 33.38K | 32.33K | 854.16K | 984.99K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details