Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Perma-Fix Environmental Svcs (PESI)

88 + 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
↑ +5
Streak
4Q ▲
Buyers last Q
62%

Smart Money Signals — PESI

Based on 89 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
89 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.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+27% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

51 buying31 selling
Last quarter: 51 funds were net buyers (17 opened a brand new position + 34 added to an existing one). Only 31 were sellers (19 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 13 → 18 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 29% medium ■ 29% new
37 out of 89 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 +65% but shares only +23% — price-driven

Value
+65%
Shares
+23%
Last quarter: the total dollar value of institutional holdings rose +65%, but actual share count only changed +23%. 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

9 → 15 → 13 → 18 → 17 new funds/Q
New funds entering each quarter: 15 → 13 → 18 → 17. A growing number of institutions are discovering PESI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 41% veterans vs 35% newcomers

■ 41% veterans ■ 24% 1-2yr ■ 35% new
Entry-cohort mix of 92 holders: 38 (41%) are 2+ year veterans, 22 entered 1–2 years ago, and 32 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
28 of 89 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 2026 Q2, 51 hedge funds were net buyers of PESI (17 opened a new position, 34 added to an existing one), while 31 reduced or exited (19 trimmed, 12 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 33% of total institutional value in PESI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 89.

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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: PESI
88 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 88 84 4.76%
13F Shares 10M 8M 23.13%
Total Value $136M $83M 64.79%
New Positions 17 18 -1
Increased Positions 32 21 +11
Closed Positions 13 16 -3
Reduced Positions 17 23 -6
Total Calls 1 1 -
Total Puts 2 2 -
PUT/CALL Ratio 2.0 2.0 Bearish

Statistics: PESI

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Institutional Holders (2026 Q2)

88 + 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 PESI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fifth Lane Capital, LP 15.77% 18,000 $257K
2 Potomac Capital Management, Inc. 4.65% 477,000 $6.8M
3 Mak Capital One LLC 2.07% 1,032,958 $14.8M
4 Prescott Group Capital Management, L.L.C. 0.96% 777,142 $11.1M
5 Owls Nest Partners IA, LLC 0.26% 56,555 $808K
6 Heartland Advisors Inc 0.25% 400,000 $5.7M
7 GatePass Capital, LLC 0.24% 44,742 $639K
8 Cm Wealth Advisors LLC 0.23% 87,839 $1.3M
9 MYDA Advisors LLC 0.19% 90,000 $1.3M
10 Diametric Capital, LP 0.17% 114,714 $1.6M
11 Kennedy Capital Management LLC 0.15% 610,903 $8.7M
12 North Star Investment Management Corp. 0.09% 120,532 $1.7M
13 Corsair Capital Management, L.P. 0.08% 42,649 $609K
14 Diamond Hill Capital Management, LLC (Investment Advisor) 0.07% 642,533 $9.2M
15 Oxler Private Wealth LLC 0.07% 17,005 $243K
16 Pale Fire Capital SE 0.06% 55,627 $795K
17 Guidance Capital, Inc 0.05% 16,683 $256K
18 Rothschild Wealth LLC 0.02% 20,600 $294K
19 Persistent Asset Partners Ltd 0.02% 3,912 $56K
20 Quent Capital, LLC 0.01% 16,199 $231K
21 XTX Topco Ltd 0.01% 62,888 $899K
22 Bailard, INC. 0.01% 17,800 $254K
23 Group One Trading LLC 0.00% 122,611 $1.8M
24 Quadrature Capital Ltd 0.00% 18,967 $271K
25 Trexquant Investment LP 0.00% 21,948 $314K
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 (PESI)

What does the Smart Money Trend signal show for PESI?

Buying streak — 4 quarters in a row: For 4 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?

More buyers than sellers — 62% buying: Last quarter: 51 funds were net buyers (17 opened a brand new position + 34 added to an existing one). Only 31 were sellers (19 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PESI holders?

Strong quality — 33% AUM from major funds: 28 of 89 holders rank in the top 100 by AUM, accounting for 33% 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?

42% of holders stayed for 2+ years: 37 out of 89 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.

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