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Perion Network

123 hedge funds and large institutions have $207M invested in Perion Network in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.56% more ownership

Funds ownership: 54.37%54.93% (+0.56%)

7% less capital invested

Capital invested by funds: $222M → $207M (-$14.8M)

10% less funds holding

Funds holding: 137123 (-14)

11% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 45

19% less call options, than puts

Call options by funds: $4.24M | Put options by funds: $5.23M

52% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 25

Holders
123
Holders Change
-14
Holders Change %
-10.22%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
40
Reduced
45
Closed
25
Calls
$4.24M
Puts
$5.23M
Net Calls
-$996K
Net Calls Change
-$3.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$19K -$2.52K -301 -11%
BTI
102
Blue Trust Inc
Georgia
$17.6K +$11.2K +1,335 +172%
NMM
103
Naples Money Management
Florida
$12.8K +$5.66K +675 +71%
W
104
WealthCollab
Washington
$9.19K +$6.61K +789 +209%
TCPG
105
Trivant Custom Portfolio Group
California
$7.88K
TWC
106
TD Waterhouse Canada
Ontario, Canada
$6.22K -$122K -14,551 -95%
AF
107
Allworth Financial
California
$4.84K -$45.4K -5,421 -90%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$4K +$2.1K +250 +81%
CLOS
109
Compagnie Lombard Odier SCmA
Switzerland
$3.94K
CAS
110
Coppell Advisory Solutions
Texas
$2.95K
NFSG
111
Newbridge Financial Services Group
Florida
$2.76K
CA
112
CoreCap Advisors
Michigan
$1.97K
LFG
113
Larson Financial Group
Missouri
$1.95K +$838 +100 +68%
PCMC
114
Planning Capital Management Corporation
Pennsylvania
$1.18K +$1.26K +150 New
SSG
115
Summit Securities Group
New York
$1K -$12.4K -1,475 -94%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$1K
Lazard Asset Management
117
Lazard Asset Management
New York
$1K +$1.12K +134 New
Mirae Asset Global ETFs Holdings
118
Mirae Asset Global ETFs Holdings
Hong Kong
$909 +$955 +114 New
FFA
119
Farther Finance Advisors
California
$843
CAM
120
Creekmur Asset Management
Illinois
$299 +$318 +38 New
Jones Financial Companies
121
Jones Financial Companies
Missouri
$151 +$75 +9 +90%
Citigroup
122
Citigroup
New York
$8
PGCM
123
Prescott Group Capital Management
Oklahoma
-$1.25M -150,000 Closed
SCP
124
Seizert Capital Partners
Michigan
-$798K -95,552 Closed
Simplex Trading
125
Simplex Trading
Illinois
-$686K -81,909 Closed

PERI Hedge Fund Activity: Q3 2024 in Review

123 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Perion Network (PERI) for Q3 2024, worth a combined $207M — down 6.7% from $222M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PERI and 12 opened new positions — a net loss of 13 holders — while 45 trimmed existing stakes and 40 added.

The largest buyer was Private Capital Management (Florida), adding an estimated $4.95M. The largest seller was Goldman Sachs, cutting an estimated $2.19M.

  • 123 institutional investors held Perion Network (PERI) as of Q3 2024, down from 137 in Q2 2024.
  • Funds reported $207M of Perion Network stock for Q3 2024, down 6.7% quarter-over-quarter.
  • 12 funds opened new Perion Network positions in Q3 2024 and 25 closed out, a net change of -13 holders.
  • The largest Perion Network buyer in Q3 2024 was Private Capital Management (Florida), an estimated $4.95M added.
  • The largest Perion Network seller in Q3 2024 was Goldman Sachs, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2024.