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Perion Network

183 hedge funds and large institutions have $925M invested in Perion Network in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $51.5M | Put options by funds: $21.5M

1.66% more ownership

Funds ownership: 61.6%63.25% (+1.7%)

4% more capital invested

Capital invested by funds: $889M → $925M (+$35.8M)

0% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 58

6% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 32

2% less funds holding

Funds holding: 187183 (-4)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
183
Holders Change
-4
Holders Change %
-2.14%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
30
Increased
58
Reduced
58
Closed
32
Calls
$51.5M
Puts
$21.5M
Net Calls
+$30M
Net Calls Change
+$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Congress Wealth Management
Massachusetts
$4.83M -$559K -19,664 -11%
N
27
Nuveen
North Carolina
$4.76M +$4.27M +150,388 New
Wells Fargo
28
Wells Fargo
California
$4.6M +$1.63M +57,408 +65%
DCM
29
Driehaus Capital Management
Illinois
$4.52M -$13.3M -467,013 -76%
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$4.4M +$1.74M +61,249 +75%
YLHM
31
Yelin Lapidot Holdings Management
Israel
$4.28M
Citadel Advisors
32
Citadel Advisors
Florida
$3.79M +$3.44M +121,244 +7,863%
OAM
33
Origin Asset Management
United Kingdom
$3.61M
JP Morgan Chase
34
JP Morgan Chase
New York
$3.1M +$706K +24,867 +33%
SCP
35
Seizert Capital Partners
Michigan
$2.95M +$158K +5,552 +6%
Stifel Financial
36
Stifel Financial
Missouri
$2.94M -$35.3K -1,244 -1%
Swiss National Bank
37
Swiss National Bank
Switzerland
$2.94M -$282K -9,938 -10%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$2.92M -$16.1K -568 -0.6%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$2.83M
Citigroup
40
Citigroup
New York
$2.71M -$154K -5,428 -6%
Jane Street
41
Jane Street
New York
$2.53M -$383K -13,480 -14%
AllianceBernstein
42
AllianceBernstein
Tennessee
$2.49M
SC
43
Scotia Capital
Ontario, Canada
$2.48M +$160K +5,639 +8%
SEI Investments
44
SEI Investments
Pennsylvania
$2.43M -$95.7K -3,369 -4%
Group One Trading
45
Group One Trading
Illinois
$2.41M -$613K -21,569 -22%
PCM
46
Prelude Capital Management
New York
$2.38M +$214K +7,529 +11%
AIM
47
ARK Investment Management
Florida
$2.2M +$303K +10,683 +18%
Man Group
48
Man Group
United Kingdom
$2.12M +$1.95M +68,781 New
KHLMTHM
49
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.03M
AF
50
Allworth Financial
California
$1.87M +$13.2K +464 +0.8%

PERI Hedge Fund Activity: Q4 2023 in Review

183 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Perion Network (PERI) for Q4 2023, worth a combined $925M — up 4% from $889M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of PERI and 30 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 58 added.

The largest buyer was Phoenix Financial, adding an estimated $23.5M. The largest seller was Arrowstreet Capital, cutting an estimated $14.5M.

  • 183 institutional investors held Perion Network (PERI) as of Q4 2023, down from 187 in Q3 2023.
  • Funds reported $925M of Perion Network stock for Q4 2023, up 4% quarter-over-quarter.
  • 30 funds opened new Perion Network positions in Q4 2023 and 32 closed out, a net change of -2 holders.
  • The largest Perion Network buyer in Q4 2023 was Phoenix Financial, an estimated $23.5M added.
  • The largest Perion Network seller in Q4 2023 was Arrowstreet Capital, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2023.