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Perion Network

199 hedge funds and large institutions have $1.06B invested in Perion Network in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 55 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 14

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

68% more capital invested

Capital invested by funds: $631M → $1.06B (+$426M)

28% more funds holding

Funds holding: 156199 (+43)

1.73% more ownership

Funds ownership: 55.69%57.42% (+1.7%)

6% less call options, than puts

Call options by funds: $72.5M | Put options by funds: $77.1M

8% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 60

Holders
199
Holders Change
+43
Holders Change %
+27.56%
% of All Funds
3.17%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
61
Increased
55
Reduced
60
Closed
14
Calls
$72.5M
Puts
$77.1M
Net Calls
-$4.58M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$76M
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$71.4M +$495K +14,868 +0.8%
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$63.6M +$9.63M +289,154 +22%
Renaissance Technologies
4
Renaissance Technologies
New York
$61M +$7.18M +215,772 +16%
PCMF
5
Private Capital Management (Florida)
Florida
$59.8M -$6.54M -196,416 -11%
Vanguard Group
6
Vanguard Group
Pennsylvania
$52.4M +$1.01M +30,225 +2%
MIH
7
Meitav Investment House
Israel
$51.9M -$12.6M -377,163 -20%
Victory Capital Management
8
Victory Capital Management
Texas
$50M -$450K -13,521 -1%
CI
9
Clal Insurance
Israel
$43.7M +$58.2K +1,748 +0.2%
DCM
10
Driehaus Capital Management
Illinois
$29.2M +$3.27M +98,314 +15%
CAM
11
Congress Asset Management
Massachusetts
$27.6M +$19.5M +586,065 +522%
PCM
12
Portolan Capital Management
Massachusetts
$17.1M +$14.4M +433,230 New
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$16.8M +$12.4M +373,145 +718%
GIPM
14
G2 Investment Partners Management
New York
$16.4M +$2.43M +73,044 +21%
SPPAM
15
Summit Partners Public Asset Management
Massachusetts
$15.8M +$13.3M +398,036 New
SFM
16
Systematic Financial Management
New Jersey
$15.7M -$213K -6,387 -2%
OAM
17
Oberweis Asset Management
Illinois
$15.3M +$4.65M +139,770 +56%
AS
18
Altshuler Shaham
Israel
$10.4M -$2.85M -85,453 -24%
AIM
19
Artemis Investment Management
United Kingdom
$10.2M +$3.12M +93,685 +57%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$10.1M +$4.6M +138,190 +118%
Morgan Stanley
21
Morgan Stanley
New York
$10.1M +$5.13M +154,021 +152%
KHLMVGHM
22
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$10M
Goldman Sachs
23
Goldman Sachs
New York
$9.9M -$1.95M -58,678 -19%
Group One Trading
24
Group One Trading
Illinois
$8.49M -$1.44M -43,259 -17%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$7.91M +$6.66M +199,906 New

PERI Hedge Fund Activity: Q1 2023 in Review

199 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Perion Network (PERI) for Q1 2023, worth a combined $1.06B — up 68% from $631M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new PERI positions and 14 closed out — a net gain of 47 holders — while 55 added to existing stakes and 60 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $19.5M. The largest seller was Phoenix Financial, cutting an estimated $71.7M.

  • 199 institutional investors held Perion Network (PERI) as of Q1 2023, up from 156 in Q4 2022.
  • Funds reported $1.06B of Perion Network stock for Q1 2023, up 68% quarter-over-quarter.
  • 61 funds opened new Perion Network positions in Q1 2023 and 14 closed out, a net change of +47 holders.
  • The largest Perion Network buyer in Q1 2023 was Congress Asset Management, an estimated $19.5M added.
  • The largest Perion Network seller in Q1 2023 was Phoenix Financial, an estimated $71.7M sold.

Based on aggregated 13F filings for Q1 2023.