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Funds Holding PHI

On this page, we present all of the funds holding PHI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PHI, with a link to that fund's top holdings. The next columns indicate the amount of PHI stock held by each of the funds holding PHI, followed by the PHI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 68 funds holding PHI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Renaissance Technologies LLC. For more details on the positions held by Renaissance Technologies LLC (or by any of the other funds holding PHI), click the fund name in the "Holder" column of the funds-holding-PHI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Renaissance Technologies LLC2,628,957$61,596 12/31/2023
     PHI2,628,957$61,596 12/31/2023
BlackRock Inc.733,657$17,190 12/31/2023
     PHI733,657$17,190 12/31/2023
Morgan Stanley565,383$13,247 12/31/2023
     PHI565,383$13,247 12/31/2023
Dimensional Fund Advisors LP203,933$4,775 12/31/2023
     PHI203,933$4,775 12/31/2023
American Century Companies Inc.82,365$1,930 12/31/2023
     PHI82,365$1,930 12/31/2023
Marshall Wace LLP56,171$1,316 12/31/2023
     PHI56,171$1,316 12/31/2023
Oldfield Partners LLP44,500$1,097 03/31/2024
     PHI44,500$1,097 03/31/2024
Gabelli Funds LLC44,500$1,043 12/31/2023
     PHI44,500$1,043 12/31/2023
Creative Planning33,973$796 12/31/2023
     PHI33,973$796 12/31/2023
Ethic Inc.30,235$708 12/31/2023
     PHI30,235$708 12/31/2023
Citigroup Inc.29,185$684 12/31/2023
     PHI29,185$684 12/31/2023
Rhumbline Advisers27,807$652 12/31/2023
     PHI27,807$652 12/31/2023
Wetherby Asset Management Inc.25,201$590 12/31/2023
     PHI25,201$590 12/31/2023
Guggenheim Capital LLC22,382$524 12/31/2023
     PHI22,382$524 12/31/2023
Bank of America Corp DE21,944$514 12/31/2023
     PHI21,944$514 12/31/2023
Quadrant Capital Group LLC21,762$510 12/31/2023
     PHI21,762$510 12/31/2023
Johnson Investment Counsel Inc.20,800$487 12/31/2023
     PHI20,800$487 12/31/2023
State Street Corp20,574$482 12/31/2023
     PHI20,574$482 12/31/2023
Connor Clark & Lunn Investment Management Ltd.15,749$369 12/31/2023
     PHI15,749$369 12/31/2023
Ballentine Partners LLC14,582$360 03/31/2024
     PHI14,582$360 03/31/2024
US Bancorp DE14,402$337 12/31/2023
     PHI14,402$337 12/31/2023
Vident Advisory LLC14,042$329 12/31/2023
     PHI14,042$329 12/31/2023
The PNC Financial Services Group Inc.13,836$324 12/31/2023
     PHI13,836$324 12/31/2023
CI Private Wealth LLC13,641$320 12/31/2023
     PHI13,641$320 12/31/2023
Signaturefd LLC13,578$318 12/31/2023
     PHI13,578$318 12/31/2023
Robeco Institutional Asset Management B.V.12,846$317 03/31/2024
     PHI12,846$317 03/31/2024
Ritholtz Wealth Management12,173$300 03/31/2024
     PHI12,173$300 03/31/2024
Northern Trust Corp11,186$262 12/31/2023
     PHI11,186$262 12/31/2023
Kathmere Capital Management LLC10,479$258 03/31/2024
     PHI10,479$258 03/31/2024
JustInvest LLC10,166$238 12/31/2023
     PHI10,166$238 12/31/2023
M&T Bank Corp10,115$237 12/31/2023
     PHI10,115$237 12/31/2023
FMR LLC10,075$236 12/31/2023
     PHI10,075$236 12/31/2023
West Family Investments Inc.9,388$220 12/31/2023
     PHI9,388$220 12/31/2023
D. E. Shaw & Co. Inc.9,186$215 12/31/2023
     PHI9,186$215 12/31/2023
Cerity Partners LLC9,007$211 12/31/2023
     PHI9,007$211 12/31/2023
O Shaughnessy Asset Management LLC8,652$203 12/31/2023
     PHI8,652$203 12/31/2023
Sequoia Financial Advisors LLC8,648$203 12/31/2023
     PHI8,648$203 12/31/2023
UBS Group AG7,538$177 12/31/2023
     PHI7,538$177 12/31/2023
Legal & General Group Plc6,877$161 12/31/2023
     PHI6,877$161 12/31/2023
Barometer Capital Management Inc.5,000$117 12/31/2023
     PHI5,000$117 12/31/2023
Parallel Advisors LLC3,927$92 12/31/2023
     PHI3,927$92 12/31/2023
Aquatic Capital Management LLC3,400$80 12/31/2023
     PHI3,400$80 12/31/2023
CWM LLC2,872$71 03/31/2024
     PHI2,872$71 03/31/2024
Lindbrook Capital LLC2,344$58 03/31/2024
     PHI2,344$58 03/31/2024
Ronald Blue Trust Inc.1,711$40 12/31/2023
     PHI1,711$40 12/31/2023
EntryPoint Capital LLC1,514$35 12/31/2023
     PHI1,514$35 12/31/2023
Qube Research & Technologies Ltd1,099$26 12/31/2023
     PHI1,099$26 12/31/2023
Banque Cantonale Vaudoise996$25 03/31/2024
     PHI996$25 03/31/2024
Royal Bank of Canada1,082$25 12/31/2023
     PHI1,082$25 12/31/2023
JJJ Advisors Inc.841$21 03/31/2024
     PHI841$21 03/31/2024
GAMMA Investing LLC724$18 03/31/2024
     PHI724$18 03/31/2024
Glassman Wealth Services769$18 12/31/2023
     PHI769$18 12/31/2023
EverSource Wealth Advisors LLC577$14 12/31/2023
     PHI577$14 12/31/2023
Advisory Services Network LLC555$13 12/31/2023
     PHI555$13 12/31/2023
Allworth Financial LP413$10 03/31/2024
     PHI413$10 03/31/2024
WealthCollab LLC251$6 12/31/2023
     PHI251$6 12/31/2023
GPS Wealth Strategies Group LLC202$5 12/31/2023
     PHI202$5 12/31/2023
JFS Wealth Advisors LLC117$3 12/31/2023
     PHI117$3 12/31/2023
Prestige Wealth Management Group LLC68$2 03/31/2024
     PHI68$2 03/31/2024
JPMorgan Chase & Co.86$2 12/31/2023
     PHI86$2 12/31/2023
UMB Bank N A MO32$1 03/31/2024
     PHI32$1 03/31/2024
Harbor Investment Advisory LLC55$1 03/31/2024
     PHI55$1 03/31/2024
Barclays PLC54$1 12/31/2023
     PHI54$1 12/31/2023
Advisor Group Holdings Inc.42$1 12/31/2023
     PHI42$1 12/31/2023
Farther Finance Advisors LLC62$1 12/31/2023
     PHI62$1 12/31/2023
Wells Fargo & Company MN1$0 12/31/2023
     PHI1$0 12/31/2023
Proequities Inc. $0 12/31/2023
     PHI0$0 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
Tower Research Capital LLC TRC 6$0 12/31/2023
     PHI6$0 12/31/2023
True Wealth Design LLC9$0 12/31/2023
     PHI9$0 12/31/2023

See Summary: Institutional Holders of PHI
See Details: Top 10 Hedge Funds Holding PHI
Also See: PHI Holdings Changes

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