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
C
151
Covestor
United Kingdom
$52K +$9K +317 +23%
BTI
152
Blue Trust Inc
Georgia
$51K +$14K +493 +42%
PS
153
Principal Securities
Iowa
$49.4K +$45.4K +1,600 New
TAM
154
Tucker Asset Management
Colorado
$40.1K
TCPG
155
Trivant Custom Portfolio Group
California
$30.9K
NMM
156
Naples Money Management
Florida
$29.5K +$27.1K +955 New
Legal & General Group
157
Legal & General Group
United Kingdom
$25.1K
BG
158
Bollard Group
Massachusetts
$21K
US Bancorp
159
US Bancorp
Minnesota
$19.1K -$14.9K -523 -46%
SSB
160
Sandy Spring Bank
Maryland
$17.3K
CLOS
161
Compagnie Lombard Odier SCmA
Switzerland
$15.4K
HNB
162
Huntington National Bank
Ohio
$14.8K +$85 +3 +0.6%
NS
163
NBC Securities
Alabama
$13K
TC
164
Truvestments Capital
Florida
$12.3K
UB
165
UMB Bank
Missouri
$12.3K
CAS
166
Coppell Advisory Solutions
Texas
$11.4K +$10.5K +370 New
FHA
167
First Horizon Advisors
Tennessee
$11.3K
NFSG
168
Newbridge Financial Services Group
Florida
$10.8K
PPC
169
Park Place Capital
Alabama
$9.76K +$1.5K +53 +20%
S
170
SignatureFD
Georgia
$9.26K
LFG
171
Larson Financial Group
Missouri
$6.48K
JWM
172
Janiczek Wealth Management
Colorado
$5.09K
FFA
173
Farther Finance Advisors
California
$3.3K
CIA
174
Cape Investment Advisory
Georgia
$3.15K +$2.9K +102 New
TFA
175
Toth Financial Advisory
Virginia
$3.12K

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.