Perion Network
PERI
187 hedge funds and large institutions have $889M invested in Perion Network in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 45 closing their positions.
1.28% more ownership
Funds ownership: 60.32% → 61.6% (+1.3%)
3% more capital invested
Capital invested by funds: $862M → $889M (+$27.4M)
0% less call options, than puts
Call options by funds: $45.9M | Put options by funds: $46M
8% less funds holding
Funds holding: 203 → 187 (-16)
21% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 73
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
33% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
+$40M |
| 2 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$31.7M |
| 3 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$12.9M |
| 4 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$11.1M |
| 5 |
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
+$6.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Voloridge Investment Management
Jupiter,
Florida
|
-$8.42M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$8.02M |
| 3 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$7.04M |
| 4 |
GIPM
G2 Investment Partners Management
New York
|
-$5.69M |
| 5 |
Millennium Management
New York
|
-$5.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VAG
226
VisionPoint Advisory Group
Dallas,
Texas
| – | -$3.53K | -115 | Closed |
|
|
UFF
227
USA Financial Formulas
Ada,
Michigan
| – | -$2.52K | -82 | Closed |
|
|
GRP
228
Global Retirement Partners
San Rafael,
California
| – | -$2.18K | -71 | Closed |
|
|
IPW
229
Impact Partnership Wealth
Marietta,
Georgia
| – | -$1.47K | -48 | Closed |
|
|
FGAM
230
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$708 | -31 | Closed |
|
|
ARS
231
Adirondack Retirement Specialists
Queensbury,
New York
| – | -$92 | -3 | Closed |
|
232
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$67 | +2 | New |
|
PERI Hedge Fund Activity: Q3 2023 in Review
187 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Perion Network (PERI) for Q3 2023, worth a combined $889M — up 3.2% from $862M a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of PERI and 30 opened new positions — a net loss of 15 holders — while 73 trimmed existing stakes and 58 added.
The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $40M. The largest seller was Voloridge Investment Management, cutting an estimated $8.42M.
- 187 institutional investors held Perion Network (PERI) as of Q3 2023, down from 203 in Q2 2023.
- Funds reported $889M of Perion Network stock for Q3 2023, up 3.2% quarter-over-quarter.
- 30 funds opened new Perion Network positions in Q3 2023 and 45 closed out, a net change of -15 holders.
- The largest Perion Network buyer in Q3 2023 was Menora Mivtachim Holdings, an estimated $40M added.
- The largest Perion Network seller in Q3 2023 was Voloridge Investment Management, an estimated $8.42M sold.
Based on aggregated 13F filings for Q3 2023.