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Evolution Petroleum
EPM

Overview Fund Activity

75 hedge funds and large institutions have $107M invested in Evolution Petroleum in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
75
Holders Change
-3
Holders Change %
-3.85%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
30
Reduced
20
Closed
12
Calls
$509K
Puts
$279K
Net Calls
+$230K
Net Calls Change
-$257K

Top Buyers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$4.36M
2
WA
2
Wasatch Advisors
Utah
$10.7M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$1.08M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.65M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$967K

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$0
2
AMI
2
Amica Mutual Insurance
Rhode Island
$5.24M
3
E
3
Ergoteles
New York
$0
4
HF
4
HRT Financial
New York
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$4.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$706K 139,887 +90,959 +186%
BCM
27
Bridgeway Capital Management
Texas
$703K 139,300 – –
BGIM
28
Brandywine Global Investment Management
Pennsylvania
$666K 131,902 -4,000 -3%
Two Sigma Investments
29
Two Sigma Investments
New York
$662K 131,007 +68,802 +111%
State Street
30
State Street
Massachusetts
$656K 129,903 +27,700 +27%
PPA
31
Parametric Portfolio Associates
Washington
$625K 123,799 -67,975 -35%
ARMT
32
Amica Retiree Medical Trust
Rhode Island
$615K 121,799 -35,612 -23%
Northern Trust
33
Northern Trust
Illinois
$528K 104,472 +1,874 +2%
RJA
34
Raymond James & Associates
Florida
$475K 94,104 +80,262 +580%
Goldman Sachs
35
Goldman Sachs
New York
$432K 85,549 -2,656 -3%
Man Group
36
Man Group
United Kingdom
$395K 78,152 +26,000 +50%
Grantham, Mayo, Van Otterloo & Co (GMO)
37
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$384K 76,060 +28,800 +61%
AWE
38
Avidian Wealth Enterprises
Texas
$354K 70,000 – –
CCIA
39
Campbell & Co Investment Adviser
Maryland
$339K 67,100 +7,845 +13%
AA
40
Ancora Advisors
Ohio
$264K 52,303 +52,303 New
CIS
41
Connors Investor Services
Pennsylvania
$257K 50,815 – –
American Century Companies
42
American Century Companies
Missouri
$249K 49,243 +1,917 +4%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$202K 39,984 +10,636 +36%
LSV Asset Management
44
LSV Asset Management
Illinois
$177K 35,059 +15,559 +80%
Marshall Wace
45
Marshall Wace
United Kingdom
$164K 32,414 +32,414 New
Barclays
46
Barclays
United Kingdom
$136K 26,896 +23,106 +610%
OQS
47
Occudo Quantitative Strategies
Florida
$111K 22,063 +5,793 +36%
JF
48
Jump Financial
Illinois
$110K 21,826 +10,926 +100%
VF
49
Virtu Financial
New York
$109K 21,620 +21,620 New
NA
50
NewEdge Advisors
Louisiana
$101K 19,925 +19,925 New
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