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Perion Network

203 hedge funds and large institutions have $862M invested in Perion Network in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 76 increasing their positions, 54 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 54

12% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 42

2.9% more ownership

Funds ownership: 57.42%60.32% (+2.9%)

2% more funds holding

Funds holding: 199203 (+4)

10% more call options, than puts

Call options by funds: $48.1M | Put options by funds: $43.9M

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

18% less capital invested

Capital invested by funds: $1.06B → $862M (-$195M)

Holders
203
Holders Change
+4
Holders Change %
+2.01%
% of All Funds
3.19%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
47
Increased
76
Reduced
54
Closed
42
Calls
$48.1M
Puts
$43.9M
Net Calls
+$4.17M
Net Calls Change
+$8.76M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$735K -$63.7K -1,855 -7%
Northern Trust
102
Northern Trust
Illinois
$656K +$735K +21,398 New
JWS
103
Juncture Wealth Strategies
Arizona
$654K +$99.8K +2,905 +16%
Franklin Resources
104
Franklin Resources
California
$646K +$55K +1,600 +8%
E
105
Ergoteles
New York
$641K +$718K +20,902 New
AIM
106
Aigen Investment Management
New York
$634K +$710K +20,674 New
PTC
107
Petrus Trust Company
Texas
$626K +$701K +20,412 New
NRD
108
Nebula Research & Development
New York
$625K +$463K +13,478 +196%
EIM
109
Essex Investment Management
Massachusetts
$621K -$255K -7,432 -27%
TFS
110
Thoroughbred Financial Services
Tennessee
$591K +$663K +19,297 New
IFG
111
Independent Financial Group
California
$555K +$25.9K +755 +4%
Simplex Trading
112
Simplex Trading
Illinois
$543K -$35.2K -1,024 -5%
BCI
113
Brinker Capital Investments
Pennsylvania
$541K -$59.7K -1,739 -9%
OPS
114
Orion Portfolio Solutions
Nebraska
$541K -$59.7K -1,739 -9%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$537K +$16.8K +490 +3%
RWM
116
Ritholtz Wealth Management
New York
$526K -$38.1K -1,109 -6%
IAM
117
Innovis Asset Management
Illinois
$523K +$3.19K +93 +0.5%
TWC
118
TD Waterhouse Canada
Ontario, Canada
$518K +$41.2K +1,200 +8%
LPL Financial
119
LPL Financial
California
$513K +$360K +10,488 +168%
SS
120
Simplicity Solutions
Minnesota
$508K +$84.1K +2,450 +17%
QC
121
Quantedge Capital
Singapore
$497K
Capstone Investment Advisors
122
Capstone Investment Advisors
New York
$493K +$552K +16,082 New
CP
123
CenterBook Partners
Connecticut
$492K +$551K +16,051 New
TSS
124
Two Sigma Securities
New York
$492K +$551K +16,038 New
P
125
Paradiem
Louisiana
$491K -$69.3K -2,019 -11%

PERI Hedge Fund Activity: Q2 2023 in Review

203 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Perion Network (PERI) for Q2 2023, worth a combined $862M — down 18% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new PERI positions and 42 closed out — a net gain of 5 holders — while 76 added to existing stakes and 54 trimmed.

The largest buyer was Clal Insurance, adding an estimated $41.8M. The largest seller was Meitav Investment House, cutting an estimated $29.6M.

  • 203 institutional investors held Perion Network (PERI) as of Q2 2023, up from 199 in Q1 2023.
  • Funds reported $862M of Perion Network stock for Q2 2023, down 18% quarter-over-quarter.
  • 47 funds opened new Perion Network positions in Q2 2023 and 42 closed out, a net change of +5 holders.
  • The largest Perion Network buyer in Q2 2023 was Clal Insurance, an estimated $41.8M added.
  • The largest Perion Network seller in Q2 2023 was Meitav Investment House, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2023.