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Perimeter Solutions
PRM

104 hedge funds and large institutions have $1.69B invested in Perimeter Solutions in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 18

53% more funds holding

Funds holding: 68 → 104 (+36)

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

5.43% more ownership

Funds ownership: 90.09% → 95.52% (+5.4%)

5% less capital invested

Capital invested by funds: $1.78B → $1.69B (-$90.3M)

Holders
104
Holders Change
+36
Holders Change %
+52.94%
% of All Funds
1.75%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
55
Increased
23
Reduced
17
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$66.5M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$24.7M
3
BBHC
Brown Brothers Harriman & Co
New York
+$20.4M
4
State Street
State Street
Massachusetts
+$19M
5
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$17.1M

Top Sellers

Rank Fund Capital Flow
1
Tiger Global Management
Tiger Global Management
New York
-$88.6M
2
TEC
Tiger Eye Capital
Tennessee
-$22.8M
3
RP
Repertoire Partners
New York
-$15.7M
4
SIG
Senator Investment Group
New York
-$14.2M
5
Millennium Management
Millennium Management
New York
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WPL
1
WINDACRE PARTNERSHIP LLC
Texas
$234M +$17.1M +1,600,000 +8%
Select Equity Group
2
Select Equity Group
New York
$148M -$3.47M -325,493 -2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$126M +$24.7M +2,318,457 +25%
Principal Financial Group
4
Principal Financial Group
Iowa
$109M -$131K -12,289 -0.1%
TEC
5
Tiger Eye Capital
Tennessee
$87.1M -$22.8M -2,136,774 -21%
MG
6
Meritage Group
California
$86.7M – – –
MCMC
7
Matrix Capital Management Company
New Hampshire
$80.9M – – –
BBHC
8
Brown Brothers Harriman & Co
New York
$75.1M +$20.4M +1,909,500 +38%
Alyeska Investment Group
9
Alyeska Investment Group
Illinois
$68.7M +$1.63M +153,025 +2%
BlackRock
10
BlackRock
New York
$67.6M +$66.5M +6,239,986 New
SPC
11
Slate Path Capital
New York
$65M – – –
TP
12
Third Point
New York
$63.4M -$3.62M -340,000 -5%
SIG
13
Senator Investment Group
New York
$61M -$14.2M -1,335,000 -19%
Capital World Investors
14
Capital World Investors
California
$48.9M -$1.99M -187,000 -4%
SP
15
Stockbridge Partners
Massachusetts
$47.8M -$1.3M -122,316 -3%
ECAM
16
East Coast Asset Management
Massachusetts
$31M +$8.72M +818,606 +40%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$29.5M +$13.5M +1,263,367 +87%
PTC
18
Petrus Trust Company
Texas
$29.3M – – –
Primecap Management
19
Primecap Management
California
$25.2M -$2.15M -201,630 -8%
WIM
20
Weitz Investment Management
Nebraska
$22.8M +$959K +90,000 +4%
State Street
21
State Street
Massachusetts
$19.3M +$19M +1,784,308 New
Vanguard Group
22
Vanguard Group
Pennsylvania
$12.9M +$12.6M +1,186,182 New
RP
23
Repertoire Partners
New York
$12.5M -$15.7M -1,477,047 -56%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$11.9M +$11.7M +1,102,158 New
ECM
25
Ensemble Capital Management
California
$11.4M +$11.2M +1,048,698 New
1
2 3 4 5

PRM Hedge Fund Activity: Q2 2022 in Review

104 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Perimeter Solutions (PRM) for Q2 2022, worth a combined $1.69B — down 5.1% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new PRM positions and 18 closed out — a net gain of 37 holders — while 23 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $66.5M. The largest seller was Tiger Global Management, exiting entirely with an estimated $88.6M sold.

  • 104 institutional investors held Perimeter Solutions (PRM) as of Q2 2022, up from 68 in Q1 2022.
  • Funds reported $1.69B of Perimeter Solutions stock for Q2 2022, down 5.1% quarter-over-quarter.
  • 55 funds opened new Perimeter Solutions positions in Q2 2022 and 18 closed out, a net change of +37 holders.
  • The largest Perimeter Solutions buyer in Q2 2022 was BlackRock, an estimated $66.5M added.
  • The largest Perimeter Solutions seller in Q2 2022 was Tiger Global Management, an estimated $88.6M sold.

Based on aggregated 13F filings for Q2 2022.