Perimeter Solutions
68 hedge funds and large institutions have $1.78B invested in Perimeter Solutions in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 7 closing their positions.
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
24% more funds holding
Funds holding: 55 → 68 (+13)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
5.2% less ownership
Funds ownership: 95.29% → 90.09% (-5.2%)
12% less capital invested
Capital invested by funds: $2.02B → $1.78B (-$240M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RP
Repertoire Partners
New York
|
+$20.7M |
| 2 |
Millennium Management
New York
|
+$11.2M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$10.7M |
| 4 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$9.24M |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
+$5.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tiger Global Management
New York
|
-$33.8M |
| 2 |
EC
Eminence Capital
New York
|
-$23M |
| 3 |
SIG
Senator Investment Group
New York
|
-$18.3M |
| 4 |
LCG
Luxor Capital Group
New York
|
-$11.2M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$9.77M |
PRM Hedge Fund Activity: Q1 2022 in Review
68 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Perimeter Solutions (PRM) for Q1 2022, worth a combined $1.78B — down 12% from $2.02B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new PRM positions and 7 closed out — a net gain of 13 holders — while 22 added to existing stakes and 15 trimmed.
The largest buyer was Repertoire Partners, adding an estimated $20.7M. The largest seller was Tiger Global Management, cutting an estimated $33.8M.
- 68 institutional investors held Perimeter Solutions (PRM) as of Q1 2022, up from 55 in Q4 2021.
- Funds reported $1.78B of Perimeter Solutions stock for Q1 2022, down 12% quarter-over-quarter.
- 20 funds opened new Perimeter Solutions positions in Q1 2022 and 7 closed out, a net change of +13 holders.
- The largest Perimeter Solutions buyer in Q1 2022 was Repertoire Partners, an estimated $20.7M added.
- The largest Perimeter Solutions seller in Q1 2022 was Tiger Global Management, an estimated $33.8M sold.
Based on aggregated 13F filings for Q1 2022.