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Evolution Petroleum
EPM

Overview Fund Activity

78 hedge funds and large institutions have $118M invested in Evolution Petroleum in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
19
Reduced
33
Closed
10
Calls
$647K
Puts
$160K
Net Calls
+$487K
Net Calls Change
+$335K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.17M
2
EI
2
EAM Investors
California
$1.62M
3
WA
3
Wasatch Advisors
Utah
$10.1M
4
GPGA
4
Grandeur Peak Global Advisors
Utah
$3.52M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$772K

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$7.72M
2
Millennium Management
2
Millennium Management
New York
$2.24M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$11.4M
4
AR
4
Advisory Research
Illinois
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.54M
Name Market Value Shares Shares
Change 		Shares
Change %
MAFM
51
Mid Atlantic Financial Management
Pennsylvania
$113K 19,925 -2,125 -10%
LSV Asset Management
52
LSV Asset Management
Illinois
$110K 19,500 +19,500 New
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$95K 16,800 +16,800 New
OQS
54
Occudo Quantitative Strategies
Florida
$92K 16,270 +1,257 +8%
WC
55
Woodstock Corp
Massachusetts
$82K 14,496 – –
DRZID
56
DePrince Race & Zollo Inc (DRZ)
Florida
$81K 14,200 -800 -5%
RJA
57
Raymond James & Associates
Florida
$79K 13,842 -51 -0.4%
Jane Street
58
Jane Street
New York
$68K 11,973 -70,588 -85%
SSA
59
Schonfeld Strategic Advisors
New York
$64K 11,200 -400 -3%
JF
60
Jump Financial
Illinois
$62K 10,900 +10,900 New
Simplex Trading
61
Simplex Trading
Illinois
$38K 7,726 – –
AP
62
Atwood & Palmer
Missouri
$28K 5,000 – –
UBS Group
63
UBS Group
Switzerland
$23K 4,000 -25 -0.6%
Barclays
64
Barclays
United Kingdom
$22K 3,790 -7,893 -68%
TRCT
65
Tower Research Capital (TRC)
New York
$16K 2,848 +400 +16%
EI
66
Ellevest Inc
New York
$13K 2,303 -212 -8%
TWA
67
TCI Wealth Advisors
Arizona
$11K 1,888 -56 -3%
GWM
68
Geneos Wealth Management
Colorado
$10K 1,800 – –
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$7K 1,266 – –
TCWM
70
Total Clarity Wealth Management
Illinois
$7K 1,200 +1,200 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$6K 1,009 – –
Osaic Holdings
72
Osaic Holdings
Arizona
$5K 856 – –
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$3.02K 531 – –
Wells Fargo
74
Wells Fargo
California
$2K 436 -13 -3%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$1K 154 -49,267 -100%
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