Perma-Fix Environmental Services
PESI
43 hedge funds and large institutions have $34.9M invested in Perma-Fix Environmental Services in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 11 closing their positions.
95% more call options, than puts
Call options by funds: $880K | Put options by funds: $451K
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
16% more funds holding
Funds holding: 37 → 43 (+6)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
0.52% more ownership
Funds ownership: 24.15% → 24.67% (+0.52%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $35.9M → $34.9M (-$1.01M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$1.6M |
| 2 |
Millennium Management
New York
|
+$774K |
| 3 |
LCM
Legato Capital Management
San Francisco,
California
|
+$602K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$500K |
| 5 |
Citigroup
New York
|
+$404K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
-$1.78M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
-$996K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$749K |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$373K |
| 5 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$337K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Simplex Trading
Chicago,
Illinois
| – | -$105K | -9,573 | Closed |
|
|
TRCT
52
Tower Research Capital (TRC)
New York
| – | -$32.6K | -2,969 | Closed |
|
|
DWA
53
Dorsey Wright & Associates
Pasadena,
California
| – | -$21.3K | -1,938 | Closed |
|
54
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1K | -60 | Closed |
|
PESI Hedge Fund Activity: Q3 2023 in Review
43 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Perma-Fix Environmental Services (PESI) for Q3 2023, worth a combined $34.9M — down 2.8% from $35.9M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PESI positions and 11 closed out — a net gain of 6 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Essex Investment Management, opening a new position worth an estimated $1.6M. The largest seller was Morgan Dempsey Capital Management, cutting an estimated $1.78M.
- 43 institutional investors held Perma-Fix Environmental Services (PESI) as of Q3 2023, up from 37 in Q2 2023.
- Funds reported $34.9M of Perma-Fix Environmental Services stock for Q3 2023, down 2.8% quarter-over-quarter.
- 17 funds opened new Perma-Fix Environmental Services positions in Q3 2023 and 11 closed out, a net change of +6 holders.
- The largest Perma-Fix Environmental Services buyer in Q3 2023 was Essex Investment Management, an estimated $1.6M added.
- The largest Perma-Fix Environmental Services seller in Q3 2023 was Morgan Dempsey Capital Management, an estimated $1.78M sold.
Based on aggregated 13F filings for Q3 2023.