Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PERMA-FIX ENVIRONMENTAL SVCS COM NEW (PESI)

82 + Investors. Track Smart Money conviction in PESI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — PESI

Based on 81 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PESI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
81 hedge funds hold PESI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

37 buying36 selling
Last quarter: 37 funds bought or added vs 36 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 9 → 15 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 35% medium ■ 26% new
32 out of 81 hedge funds have held PESI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +29% but shares only +3% — price-driven

Value
+28%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +29%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

14 → 13 → 9 → 15 → 12 new funds/Q
New funds entering each quarter: 13 → 9 → 15 → 12. A growing number of institutions are discovering PESI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 18% 1-2yr ■ 33% new
Of 85 current holders: 42 (49%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
28 of 81 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PESI

In 2025 Q4, 37 hedge funds were net buyers of PESI (12 opened a new position, 25 added to an existing one), while 36 reduced or exited (28 trimmed, 8 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 37% of total institutional value in PESI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 81.

Hedge Fund Ownership: PESI

How many hedge funds hold PESI — quarterly history vs. share price
Quarterly hedge fund ownership of PESI vs. share price

Market Analysis: PESI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PESI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 0 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: PESI
2026 Q1 Stats Unlock in 1 days 82 + Investors

Track Smart Money conviction in PESI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 82 78 5.13%
13F Shares 8M 8M 3.33%
Total Value $98M $76M 28.6%
New Positions 11 15 -4
Increased Positions 29 29 -
Closed Positions 8 8 -
Reduced Positions 34 27 +7
Total Calls 2 3 -33.33%
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 0.33 Neutral

Statistics: PESI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

82 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PESI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of PESI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Potomac Capital Management, Inc. 2.76% 296,700 $3.2M
2 MAK CAPITAL ONE LLC 1.45% 918,673 $9.8M
3 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 0.83% 777,142 $8.3M
4 HEARTLAND ADVISORS INC 0.22% 400,000 $4.3M
5 MYDA Advisors LLC 0.21% 120,000 $1.3M
6 GatePass Capital, LLC 0.15% 29,742 $318K
7 Greenhaven Road Investment Management, L.P. 0.08% 11,303 $120K
8 North Star Investment Management Corp. 0.08% 120,532 $1.3M
9 CORSAIR CAPITAL MANAGEMENT, L.P. 0.06% 37,649 $402K
10 Oxler Private Wealth LLC 0.06% 17,005 $182K
11 GUIDANCE CAPITAL, INC 0.05% 16,302 $211K
12 Pale Fire Capital SE 0.05% 48,626 $520K
13 Fermata Advisors, LLC 0.03% 12,936 $138K
14 DIAMOND HILL CAPITAL MANAGEMENT INC 0.02% 355,978 $3.8M
15 Rothschild Wealth LLC 0.02% 20,600 $220K
16 Quent Capital, LLC 0.01% 16,199 $173K
17 GSA CAPITAL PARTNERS LLP 0.01% 16,097 —
18 Capital Advisors, Ltd. LLC 0.01% 5,000 —
19 GROUP ONE TRADING LLC 0.01% 247,674 $2.6M
20 BAILARD, INC. 0.00% 17,800 $190K
21 XTX Topco Ltd 0.00% 23,227 $248K
22 Vident Advisory, LLC 0.00% 10,390 $111K
23 Squarepoint Ops LLC 0.00% 51,940 $555K
24 Police & Firemen's Retirement System of New Jersey 0.00% 5,649 $60K
25 Tower Research Capital LLC (TRC) 0.00% 1,528 $16K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PERMA-FIX ENVIRONMENTAL SVCS COM NEW (PESI)

What does the Smart Money Trend signal show for PESI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PESI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PESI?

Slight buying edge — 51% buying: Last quarter: 37 funds bought or added vs 36 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PESI holders?

Strong quality — 37% AUM from major funds: 28 of 81 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PESI?

40% of holders stayed for 2+ years: 32 out of 81 hedge funds have held PESI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.