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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
KIA
126
KLR Investment Advisors
Rhode Island
$282K +$2.44K +86 +0.9%
AC
127
AXQ Capital
New Jersey
$281K +$258K +9,100 New
NA
128
NewEdge Advisors
Louisiana
$281K +$268K +9,422 New
Tudor Investment Corp
129
Tudor Investment Corp
Connecticut
$280K +$257K +9,062 New
RP
130
Riverwater Partners
Wisconsin
$274K +$28 +1 +0%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$264K
NA
132
Navellier & Associates
Nevada
$255K -$975K -34,314 -81%
VA
133
Verdad Advisers
Massachusetts
$247K +$227K +8,000 New
CC
134
Centiva Capital
New York
$243K +$223K +7,857 New
Bank of New York Mellon
135
Bank of New York Mellon
New York
$241K +$13.3K +470 +6%
AWM
136
AllSquare Wealth Management
New York
$235K +$56.8K +2,000 +36%
Squarepoint
137
Squarepoint
New York
$231K +$213K +7,498 New
IAA
138
Independent Advisor Alliance
North Carolina
$225K -$104K -3,660 -33%
SPIA
139
Steward Partners Investment Advisory
New York
$224K -$2.84K -100 -1%
VF
140
Virtu Financial
New York
$220K +$203K +7,139 New
Truist Financial
141
Truist Financial
North Carolina
$215K -$47.3K -1,665 -19%
CIP
142
Cornerstone Investment Partners
Georgia
$214K
Fidelity Investments
143
Fidelity Investments
Massachusetts
$209K +$119K +4,194 +163%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$188K +$24.1K +847 +16%
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$144K +$15.4K +541 +13%
TRCT
146
Tower Research Capital (TRC)
New York
$119K -$229K -8,073 -68%
Deutsche Bank
147
Deutsche Bank
Germany
$87.2K
AS
148
Altshuler Shaham
Israel
$62.3K -$4.62M -162,563 -99%
PCM
149
Perritt Capital Management
Illinois
$61.7K
CG
150
Cutler Group
California
$52K -$35K -1,232 -42%

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.