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
CA
176
Crewe Advisors
Utah
$2.47K +$2.27K +80 New
MSWM
177
McGlone Suttner Wealth Management
Wisconsin
$1.79K +$1.65K +58 New
BIA
178
Bell Investment Advisors
California
$1.33K
CFO
179
CVA Family Office
Colorado
$1.2K +$1.11K +39 New
AT
180
Arlington Trust
Alabama
$1.11K +$1.02K +36 New
HFS
181
Hantz Financial Services
Michigan
$1K
AWM
182
Abound Wealth Management
Tennessee
$834 +$767 +27 New
W
183
WealthCollab
Washington
$402 +$369 +13 New
Lord, Abbett & Co
184
Lord, Abbett & Co
New Jersey
-$6.93M -226,368 Closed
GIPM
185
G2 Investment Partners Management
New York
-$5.82M -190,000 Closed
Walleye Capital
186
Walleye Capital
New York
-$3.43M -120,772 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
187
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.57M -84,000 Closed
PI
188
PEAK6 Investments
Illinois
-$1.22M -43,051 Closed
TI
189
Trexquant Investment
Connecticut
-$1.14M -37,233 Closed
Simplex Trading
190
Simplex Trading
Illinois
-$1.01M -35,468 Closed
WP
191
Woodline Partners
California
-$1.01M -32,916 Closed
JF
192
Jump Financial
Illinois
-$957K -31,260 Closed
AR
193
Advisory Research
Illinois
-$951K -31,055 Closed
TFS
194
Thoroughbred Financial Services
Tennessee
-$848K -27,695 Closed
P
195
Paradiem
Louisiana
-$775K -25,304 Closed
Voloridge Investment Management
196
Voloridge Investment Management
Florida
-$636K -20,753 Closed
BFM
197
Boothbay Fund Management
New York
-$589K -19,238 Closed
CP
198
CenterBook Partners
Connecticut
-$577K -18,836 Closed
PTC
199
Petrus Trust Company
Texas
-$495K -16,168 Closed
CM
200
Caption Management
Oklahoma
-$339K -11,082 Closed

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.