We are live on ! Find out more
PERI icon

Perion Network
PERI

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: 187 → 183 (-4)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-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

Top Buyers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
+$23.5M
2
Morgan Stanley
Morgan Stanley
New York
+$22.2M
3
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$9.85M
4
Millennium Management
Millennium Management
New York
+$8.09M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
+$7.38M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$14.5M
2
DCM
Driehaus Capital Management
Illinois
-$13.3M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$6.93M
4
GIPM
G2 Investment Partners Management
New York
-$5.82M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$5.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
DT
201
Diversified Trust
Tennessee
– -$294K -9,589 Closed
BRWA
202
B. Riley Wealth Advisors
Florida
– -$278K -9,065 Closed
XT
203
XTX Topco
Cayman Islands
– -$272K -8,883 Closed
RJFSA
204
Raymond James Financial Services Advisors
Florida
– -$269K -8,780 Closed
Capstone Investment Advisors
205
Capstone Investment Advisors
New York
– -$248K -8,086 Closed
Pictet Asset Management
206
Pictet Asset Management
Switzerland
– -$213K -6,953 Closed
BlackRock
207
BlackRock
New York
– -$198K -6,463 Closed
National Bank of Canada
208
National Bank of Canada
Quebec, Canada
– -$6.22K -200 Closed
SWM
209
Spire Wealth Management
Virginia
– -$6.13K -200 Closed
FCA
210
FinTrust Capital Advisors
South Carolina
– -$2.39K -78 Closed
IA
211
IFP Advisors
Florida
– -$1.84K -60 Closed
VWM
212
Venturi Wealth Management
Texas
– -$1.35K -44 Closed
SS
213
Sunbelt Securities
Texas
– -$1.13K -37 Closed
RF
214
Robinswood Financial
Washington
– -$918 -30 Closed
5 6 7 8
9

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.