PERMA-FIX ENVIRONMENTAL SVCS COM NEW (PESI): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

PERMA-FIX ENVIRONMENTAL SVCS COM NEW (PESI)

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

Smart Money Signals — PESI

Based on 78 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

78 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 — +11% more funds vs a year ago

fund count last 6Q

+8 new funds entered over the past year (+11% 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

35 buying36 selling

Last quarter: 36 funds reduced or exited vs 35 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.

➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 12 → 9 → 15 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 33% medium ■ 26% new

32 out of 78 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%

+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

12 → 12 → 9 → 15 → 11 new funds/Q

New funds entering each quarter: 12 → 9 → 15 → 11. A growing number of institutions are discovering PESI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 18% 1-2yr ■ 30% new

Of 82 current holders: 42 (51%) 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 — 31% AUM from major funds

31% from top-100 AUM funds

19 of 78 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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.

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

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

5.13%

13F Shares

3.33%

Total Value

$98M

$76M

28.6%

New Positions

-4

Increased Positions

Closed Positions

Reduced Positions

Total Calls

-33.33%

Total Puts

100.0%

PUT/CALL Ratio

1.0

0.33

Neutral

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.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 14 institutional holders of PESI — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	North Star Investment Management Corp.	0.08%	120,532	$1.3M
2	Oxler Private Wealth LLC	0.06%	17,005	$182K
3	Fermata Advisors, LLC	0.03%	12,936	$138K
4	Quent Capital, LLC	0.01%	16,199	$173K
5	Capital Advisors, Ltd. LLC	0.01%	5,000	—
6	Police & Firemen's Retirement System of New Jersey	0.00%	5,649	$60K
7	Torren Management, LLC	0.00%	53	—
8	GAMMA Investing LLC	0.00%	214	$2K
9	Sterling Capital Management LLC	0.00%	501	$5K
10	NISA INVESTMENT ADVISORS, LLC	0.00%	71	—
11	CoreCap Advisors, LLC	0.00%	5	—
12	AlphaQuest LLC	0.00%	1	—
13	SBI Securities Co., Ltd.	0.00%	1	—
14	Farther Finance Advisors, LLC	0.00%	2	—

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?

More sellers than buyers — 49% buying: Last quarter: 36 funds reduced or exited vs 35 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 — 31% AUM from major funds: 19 of 78 holders rank in the top 100 by AUM, accounting for 31% 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?

41% of holders stayed for 2+ years: 32 out of 78 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.

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PERMA-FIX ENVIRONMENTAL SVCS COM NEW (PESI)

Smart Money Signals — PESI

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +11% more funds vs a year ago

More sellers than buyers — 49% buying

Steady new buyers — ~11 new funds per quarter

41% of holders stayed for 2+ years

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

Growing discovery — still being found

Deep conviction — 51% of holders stayed 2+ years

Strong quality — 31% AUM from major funds

Hedge Fund Ownership: PESI

Market Analysis: PESI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PESI

Hedge Fund Positioning: PESI

Statistics: PESI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

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

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