Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Perma-Fix Environmental Svcs (PESI)

83 + 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
↑ +3
Streak
3Q ▲
Buyers last Q
49%

Smart Money Signals — PESI

Based on 84 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
84 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 — +14% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

39 buying40 selling
Last quarter: 40 funds reduced or exited vs 39 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new PESI position: 9 → 15 → 12 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 37% long-term, 32% new

■ 37% conviction (2yr+) ■ 31% medium ■ 32% new
Of the 84 current holders: 31 (37%) held >2 years, 26 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares -0%, value -16%

Value
-15%
Shares
0%
Last quarter: funds added -0% more shares while total portfolio value only changed -16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

13 → 9 → 15 → 12 → 18 new funds/Q
New funds entering each quarter: 9 → 15 → 12 → 18. A growing number of institutions are discovering PESI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 43% veterans vs 38% newcomers

■ 43% veterans ■ 20% 1-2yr ■ 38% new
Entry-cohort mix of 87 holders: 37 (43%) are 2+ year veterans, 17 entered 1–2 years ago, and 33 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
29 of 84 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 Q1, 39 hedge funds were net buyers of PESI (18 opened a new position, 21 added to an existing one), while 40 reduced or exited (25 trimmed, 15 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 23% of total institutional value in PESI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 84.

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.

Is It Too Late to Buy Perma-Fix Environmental Svcs (PESI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PESI has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
PESI
+2.9%
XLI
+11.0%

PESI outperformed XLI by -8.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
PESI
+12.9%
XLI
+4.8%

Since the filing became public, PESI outperformed XLI by +8.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: PESI
83 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 83 81 2.47%
13F Shares 8M 8M -0.44%
Total Value $83M $98M -15.72%
New Positions 17 12 +5
Increased Positions 21 25 -4
Closed Positions 15 8 +7
Reduced Positions 23 26 -3
Total Calls 1 2 -50.0%
Total Puts 2 2 -
PUT/CALL Ratio 2.0 1.0 Bearish

Statistics: PESI

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

83 + 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 Q1 · 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 Group One Trading LLC 0.01% 247,674 $2.6M
18 Bailard, INC. 0.00% 17,800 $190K
19 XTX Topco Ltd 0.00% 23,227 $248K
20 Vident Advisory, LLC 0.00% 10,390 $111K
21 Squarepoint Ops LLC 0.00% 51,940 $555K
22 Police & Firemen's Retirement System of New Jersey 0.00% 5,649 $60K
23 Tower Research Capital LLC (TRC) 0.00% 1,528 $16K
24 D. E. Shaw & Co., Inc. 0.00% 62,989 $673K
25 Ameritas Investment Partners, Inc. 0.00% 1,232 $13K
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 — 3 quarters in a row: For 3 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 sellers than buyers — 49% buying: Last quarter: 40 funds reduced or exited vs 39 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PESI holders?

Strong quality — 23% AUM from major funds: 29 of 84 holders rank in the top 100 by AUM, accounting for 23% 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?

Mixed — 37% long-term, 32% new: Of the 84 current holders: 31 (37%) held >2 years, 26 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Perma-Fix Environmental Svcs (PESI) following the 2026 Q1 hedge fund 13F filings?

As of today, PESI has moved +12.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of +8.1%. Since the quarter end (March 31, 2026), PESI has gained +2.9% vs +11.0% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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