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Perma-Fix Environmental Services

32 hedge funds and large institutions have $41.6M invested in Perma-Fix Environmental Services in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more capital invested

Capital invested by funds: $12.5M → $41.6M (+$29.2M)

91% more call options, than puts

Call options by funds: $920K | Put options by funds: $482K

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

7% more funds holding

Funds holding: 3032 (+2)

0.45% less ownership

Funds ownership: 26.94%26.49% (-0.45%)

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
11
Reduced
6
Closed
7
Calls
$920K
Puts
$482K
Net Calls
+$438K
Net Calls Change
+$438K
Name Holding Trade Value Shares
Change
Change in
Stake
HA
1
Heartland Advisors
Wisconsin
$7.99M -$2.81M -432,200 -39%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.81M +$338K +52,020 +12%
PCM
3
Potomac Capital Management
New York
$3.82M +$542K +83,320 +35%
BlackRock
4
BlackRock
New York
$3.54M -$9.03K -1,388 -0.5%
PCM
5
Perritt Capital Management
Illinois
$2.78M -$70.8K -10,877 -4%
MDCM
6
Morgan Dempsey Capital Management
Wisconsin
$2.39M +$114K +17,598 +9%
AA
7
Ancora Advisors
Ohio
$2.08M +$39.3K +6,046 +4%
AIP
8
ARS Investment Partners
New York
$1.83M -$113K -17,384 -10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.62M +$275K +42,217 +44%
EI
10
EAM Investors
California
$1.53M +$845K +129,921 New
Renaissance Technologies
11
Renaissance Technologies
New York
$1.32M -$89.8K -13,800 -11%
ACA
12
Apis Capital Advisors
New York
$1.23M +$677K +104,000 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$798K +$296K +45,441 +203%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$795K +$18.5K +2,849 +4%
State Street
15
State Street
Massachusetts
$721K
Belvedere Trading
16
Belvedere Trading
Illinois
$664K +$367K +56,364 New
UCFA
17
United Capital Financial Advisors
Texas
$412K +$228K +35,000 New
Jane Street
18
Jane Street
New York
$361K +$200K +30,669 New
Northern Trust
19
Northern Trust
Illinois
$297K +$13.1K +2,010 +9%
CTA
20
Chesley Taft & Associates
Illinois
$283K
CC
21
Commons Capital
Massachusetts
$259K
Simplex Trading
22
Simplex Trading
Illinois
$250K +$138K +21,246 New
Group One Trading
23
Group One Trading
Illinois
$241K +$133K +20,490 New
Wolverine Trading
24
Wolverine Trading
Illinois
$200K +$111K +17,076 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$198K +$109K +16,796 New

PESI Hedge Fund Activity: Q1 2023 in Review

32 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Perma-Fix Environmental Services (PESI) for Q1 2023, worth a combined $41.6M — up 234% from $12.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PESI positions and 7 closed out — a net gain of 3 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was EAM Investors, opening a new position worth an estimated $845K. The largest seller was Heartland Advisors, cutting an estimated $2.81M.

  • 32 institutional investors held Perma-Fix Environmental Services (PESI) as of Q1 2023, up from 30 in Q4 2022.
  • Funds reported $41.6M of Perma-Fix Environmental Services stock for Q1 2023, up 234% quarter-over-quarter.
  • 10 funds opened new Perma-Fix Environmental Services positions in Q1 2023 and 7 closed out, a net change of +3 holders.
  • The largest Perma-Fix Environmental Services buyer in Q1 2023 was EAM Investors, an estimated $845K added.
  • The largest Perma-Fix Environmental Services seller in Q1 2023 was Heartland Advisors, an estimated $2.81M sold.

Based on aggregated 13F filings for Q1 2023.