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Perion Network

42 hedge funds and large institutions have $30.9M invested in Perion Network in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

39% more capital invested

Capital invested by funds: $22.3M → $30.9M (+$8.6M)

24% more funds holding

Funds holding: 3442 (+8)

1.41% more ownership

Funds ownership: 17.51%18.92% (+1.4%)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

92% less call options, than puts

Call options by funds: $8K | Put options by funds: $97K

Holders
42
Holders Change
+8
Holders Change %
+23.53%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
6
Reduced
9
Closed
9
Calls
$8K
Puts
$97K
Net Calls
-$89K
Net Calls Change
-$63K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$11.3M -$138K -26,208 -1%
JP Morgan Chase
2
JP Morgan Chase
New York
$9.31M +$502K +95,295 +7%
Man Group
3
Man Group
United Kingdom
$1.7M +$1.44M +273,140 New
EIM
4
Essex Investment Management
Massachusetts
$1.02M +$30.5K +5,792 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$898K +$330K +62,632 +76%
OAM
6
Oxford Asset Management
United Kingdom
$689K +$584K +110,827 New
Jane Street
7
Jane Street
New York
$605K +$23.9K +4,542 +5%
SCP
8
Seizert Capital Partners
Michigan
$597K +$140K +26,476 +38%
PCMF
9
Private Capital Management (Florida)
Florida
$546K +$463K +87,825 New
AIM
10
ARK Investment Management
Florida
$426K +$361K +68,451 New
GCP
11
GSA Capital Partners
United Kingdom
$401K +$340K +64,500 New
Walleye Trading
12
Walleye Trading
New York
$385K -$498K -94,489 -60%
Walleye Capital
13
Walleye Capital
New York
$363K -$244K -46,289 -44%
State of Tennessee, Department of Treasury
14
State of Tennessee, Department of Treasury
Tennessee
$285K -$89.9K -17,045 -27%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$272K +$230K +43,700 New
COPPSERS
16
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$225K
PP
17
PDT Partners
New York
$191K +$46.6K +8,835 +40%
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$184K +$156K +29,650 New
Two Sigma Investments
19
Two Sigma Investments
New York
$167K -$11.7K -2,212 -8%
BlackRock
20
BlackRock
New York
$165K
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$146K
ET
22
Equitable Trust
Tennessee
$138K +$117K +22,160 New
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$101K
Barclays
24
Barclays
United Kingdom
$100K
Morgan Stanley
25
Morgan Stanley
New York
$93K -$71.1K -13,485 -47%

PERI Hedge Fund Activity: Q4 2019 in Review

42 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Perion Network (PERI) for Q4 2019, worth a combined $30.9M — up 39% from $22.3M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PERI positions and 9 closed out — a net gain of 8 holders — while 6 added to existing stakes and 9 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $1.44M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $552K sold.

  • 42 institutional investors held Perion Network (PERI) as of Q4 2019, up from 34 in Q3 2019.
  • Funds reported $30.9M of Perion Network stock for Q4 2019, up 39% quarter-over-quarter.
  • 17 funds opened new Perion Network positions in Q4 2019 and 9 closed out, a net change of +8 holders.
  • The largest Perion Network buyer in Q4 2019 was Man Group, an estimated $1.44M added.
  • The largest Perion Network seller in Q4 2019 was Systematic Financial Management, an estimated $552K sold.

Based on aggregated 13F filings for Q4 2019.