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Perion Network

109 hedge funds and large institutions have $217M invested in Perion Network in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 39 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $207M → $217M (+$10.2M)

1.2% less ownership

Funds ownership: 54.93%53.73% (-1.2%)

11% less funds holding

Funds holding: 123109 (-14)

28% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 39

38% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 29

77% less call options, than puts

Call options by funds: $2.37M | Put options by funds: $10.4M

Holders
109
Holders Change
-14
Holders Change %
-11.38%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
28
Reduced
39
Closed
29
Calls
$2.37M
Puts
$10.4M
Net Calls
-$8.02M
Net Calls Change
-$7.02M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
76
O'Shaughnessy Asset Management
Connecticut
$151K -$5.94K -707 -4%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$137K +$94K +11,186 +227%
VanEck Associates
78
VanEck Associates
New York
$135K -$6.93K -825 -5%
PCM
79
Perritt Capital Management
Illinois
$127K +$126K +15,000 New
PEAK6
80
PEAK6
Illinois
$120K +$119K +14,156 New
ACM
81
Aquatic Capital Management
Illinois
$118K -$24.7K -2,936 -17%
Wolverine Trading
82
Wolverine Trading
Illinois
$117K +$116K +13,785 New
ASN
83
Advisory Services Network
Georgia
$116K -$150K -17,800 -57%
RWM
84
Ritholtz Wealth Management
New York
$103K -$2.8K -333 -3%
VPIM
85
Vanguard Personalized Indexing Management
California
$99.1K +$98.3K +11,704 New
Balyasny Asset Management
86
Balyasny Asset Management
Illinois
$88.9K -$12.3K -1,467 -12%
Barclays
87
Barclays
United Kingdom
$86.7K -$85.7K -10,195 -50%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$55.9K
SS
89
SBI Securities
Japan
$44.8K +$44.4K +5,288 New
CI
90
Clal Insurance
Israel
$41K
Russell Investments Group
91
Russell Investments Group
United Kingdom
$40.7K +$40.3K +4,800 New
TRCT
92
Tower Research Capital (TRC)
New York
$27.2K -$14.5K -1,724 -35%
PHK
93
Point72 Hong Kong
Hong Kong
$14.4K +$14.3K +1,700 New
Wells Fargo
94
Wells Fargo
California
$13.6K -$57.3K -6,820 -81%
Osaic Holdings
95
Osaic Holdings
Arizona
$11.5K -$8.88K -1,057 -44%
PWA
96
Physician Wealth Advisors
Utah
$8.34K +$8.27K +984 New
RS
97
R Squared
Hong Kong
$7.88K +$7.81K +930 New
W
98
WealthCollab
Washington
$6.68K -$3.17K -377 -32%
TWC
99
TD Waterhouse Canada
Ontario, Canada
$5.38K -$1.34K -160 -20%
CLOS
100
Compagnie Lombard Odier SCmA
Switzerland
$4.24K

PERI Hedge Fund Activity: Q4 2024 in Review

109 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Perion Network (PERI) for Q4 2024, worth a combined $217M — up 4.9% from $207M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of PERI and 18 opened new positions — a net loss of 11 holders — while 39 trimmed existing stakes and 28 added.

The largest buyer was UBS Group, adding an estimated $2.5M. The largest seller was Morgan Stanley, cutting an estimated $4.67M.

  • 109 institutional investors held Perion Network (PERI) as of Q4 2024, down from 123 in Q3 2024.
  • Funds reported $217M of Perion Network stock for Q4 2024, up 4.9% quarter-over-quarter.
  • 18 funds opened new Perion Network positions in Q4 2024 and 29 closed out, a net change of -11 holders.
  • The largest Perion Network buyer in Q4 2024 was UBS Group, an estimated $2.5M added.
  • The largest Perion Network seller in Q4 2024 was Morgan Stanley, an estimated $4.67M sold.

Based on aggregated 13F filings for Q4 2024.