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Perion Network

45 hedge funds and large institutions have $97.8M invested in Perion Network in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more capital invested

Capital invested by funds: $39M → $97.8M (+$58.8M)

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

10% more funds holding

Funds holding: 4145 (+4)

74% less call options, than puts

Call options by funds: $2.55M | Put options by funds: $9.69M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
17
Reduced
14
Closed
8
Calls
$2.55M
Puts
$9.69M
Net Calls
-$7.15M
Net Calls Change
-$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$50.8M +$48.4M +1,401,022 New
CCM
2
Corsair Capital Management
New York
$11.8M +$7.19M +208,269 +178%
Group One Trading
3
Group One Trading
Illinois
$3.65M +$2.46M +71,306 +244%
GIPM
4
G2 Investment Partners Management
New York
$3.48M +$3.32M +95,987 New
Morgan Stanley
5
Morgan Stanley
New York
$3.13M +$1.41M +40,851 +90%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.58M -$602K -17,418 -20%
Renaissance Technologies
7
Renaissance Technologies
New York
$2.42M +$1.22M +35,367 +113%
KCM
8
Kennedy Capital Management
Missouri
$2.37M -$46.5K -1,346 -2%
SFM
9
Systematic Financial Management
New Jersey
$2.26M +$803K +23,255 +59%
MMH
10
Menora Mivtachim Holdings
Israel
$1.76M +$656K +19,000 +64%
MCM
11
McKinley Capital Management
Alaska
$1.7M -$2.52K -73 -0.2%
PCP
12
Perimeter Capital Partners
Georgia
$1.63M -$1.7M -49,179 -52%
SRFM
13
Shannon River Fund Management
New York
$1.12M +$1.07M +31,000 New
MC
14
Menta Capital
California
$967K +$96.7K +2,800 +12%
SIM
15
SSI Investment Management
California
$836K +$168K +4,868 +27%
Deutsche Bank
16
Deutsche Bank
Germany
$770K +$158K +4,576 +27%
PG
17
PEAK6 Group
Illinois
$700K +$207K +5,979 +45%
PPA
18
Parametric Portfolio Associates
Washington
$602K +$81.7K +2,366 +17%
CS
19
Credit Suisse
Switzerland
$543K +$518K +14,983 New
JIR
20
James Investment Research
Ohio
$510K +$102K +2,967 +27%
NA
21
Navellier & Associates
Nevada
$492K -$1.31M -37,941 -74%
ACM
22
Ativo Capital Management
Illinois
$477K +$23.2K +671 +5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$397K -$82.7K -2,394 -18%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$382K -$310K -8,960 -46%
Two Sigma Investments
25
Two Sigma Investments
New York
$340K +$323K +9,352 New

PERI Hedge Fund Activity: Q4 2013 in Review

45 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Perion Network (PERI) for Q4 2013, worth a combined $97.8M — up 151% from $39M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PERI positions and 8 closed out — a net gain of 4 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $48.4M. The largest seller was Connective Capital Management, exiting entirely with an estimated $2.44M sold.

  • 45 institutional investors held Perion Network (PERI) as of Q4 2013, up from 41 in Q3 2013.
  • Funds reported $97.8M of Perion Network stock for Q4 2013, up 151% quarter-over-quarter.
  • 12 funds opened new Perion Network positions in Q4 2013 and 8 closed out, a net change of +4 holders.
  • The largest Perion Network buyer in Q4 2013 was JP Morgan Chase, an estimated $48.4M added.
  • The largest Perion Network seller in Q4 2013 was Connective Capital Management, an estimated $2.44M sold.

Based on aggregated 13F filings for Q4 2013.