We are live on ! Find out more
PERI icon

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
TWC
101
TD Waterhouse Canada
Ontario, Canada
$450K -$72.5K -2,553 -14%
CIS
102
Custom Index Systems
New York
$446K +$410K +14,438 New
VanEck Associates
103
VanEck Associates
New York
$444K -$41.2K -1,449 -9%
SS
104
Simplicity Solutions
Minnesota
$438K +$5.25K +185 +1%
EIM
105
Essex Investment Management
Massachusetts
$433K -$159K -5,606 -29%
Point72 Asset Management
106
Point72 Asset Management
Connecticut
$426K +$392K +13,800 New
Osaic Holdings
107
Osaic Holdings
Arizona
$423K -$60.2K -2,121 -13%
SSA
108
Sierra Summit Advisors
Nevada
$421K +$388K +13,652 New
FIM
109
Freedom Investment Management
Connecticut
$421K +$16.5K +581 +4%
ACM
110
Aquatic Capital Management
Illinois
$417K +$56.8K +2,000 +17%
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$409K
Ameriprise
112
Ameriprise
Minnesota
$409K -$1.2M -42,118 -76%
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$403K -$330K -11,626 -47%
GS
114
GTS Securities
New York
$388K +$357K +12,559 New
YIH
115
Y-Intercept (HK)
Hong Kong
$377K +$346K +12,197 New
SWP
116
Stratos Wealth Partners
Ohio
$355K -$406K -14,301 -55%
HighTower Advisors
117
HighTower Advisors
Illinois
$352K +$37K +1,301 +13%
P
118
Pitcairn
Pennsylvania
$351K +$8.8K +310 +3%
BCM
119
Bayesian Capital Management
New York
$348K +$108K +3,800 +51%
RJA
120
Raymond James & Associates
Florida
$316K -$1.66M -58,450 -85%
HSBC Holdings
121
HSBC Holdings
United Kingdom
$314K -$106K -3,747 -27%
AFG
122
Atomi Financial Group
New York
$301K -$19.7K -695 -7%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$297K -$16.8K -593 -6%
GCM
124
Graham Capital Management
Connecticut
$295K +$271K +9,557 New
CL
125
CIM LLC
New York
$290K +$38.6K +1,359 +12%

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.