EPM icon

Evolution Petroleum
EPM

Overview Fund Activity

77 hedge funds and large institutions have $106M invested in Evolution Petroleum in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 16 closing their positions.

Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
23
Reduced
28
Closed
16
Calls
$356K
Puts
$204K
Net Calls
+$152K
Net Calls Change
+$235K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$7.55M
2
Millennium Management
2
Millennium Management
New York
$3.11M
3
GPGA
3
Grandeur Peak Global Advisors
Utah
$2.21M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.2M
5
WA
5
WealthTrust Axiom
Pennsylvania
$7.19M

Top Sellers

1
BlackRock
1
BlackRock
New York
$11.2M
2
AR
2
Advisory Research
Illinois
$915K
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$10.1M
4
State Street
4
State Street
Massachusetts
$430K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$11.2M 2,250,748 -1,638,186 -42%
Renaissance Technologies
2
Renaissance Technologies
New York
$10.8M 2,184,217 -293,305 -12%
ACH
3
ArrowMark Colorado Holdings
Colorado
$10.1M 2,028,972 -563,029 -22%
WA
4
Wasatch Advisors
Utah
$7.55M 1,522,190 +1,522,190 New
WA
5
WealthTrust Axiom
Pennsylvania
$7.19M 1,450,239 +213,967 +17%
RRAM
6
River Road Asset Management
Kentucky
$6.65M 1,339,958 -74,500 -5%
Vanguard Group
7
Vanguard Group
Pennsylvania
$6.37M 1,284,833 +50,477 +4%
AMI
8
Amica Mutual Insurance
Rhode Island
$6.22M 1,253,026 +144,007 +13%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$5.45M 1,097,852 -60,821 -5%
NSIM
10
North Star Investment Management
Illinois
$4.87M 981,775 +5,000 +0.5%
Millennium Management
11
Millennium Management
New York
$3.11M 626,735 +556,659 +794%
FP
12
Foundry Partners
Minnesota
$2.24M 451,800 -87,528 -16%
GPGA
13
Grandeur Peak Global Advisors
Utah
$2.21M 446,011 +446,011 New
Fidelity Investments
14
Fidelity Investments
Massachusetts
$2.2M 444,048 +444,048 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.25M 251,867 -156,930 -38%
BA
16
Bard Associates
Illinois
$1.17M 235,048 +28,125 +14%
PCM
17
Perritt Capital Management
Illinois
$1.13M 227,066 +65,766 +41%
PPA
18
Parametric Portfolio Associates
Washington
$1.13M 226,874 -28,302 -11%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$1.09M 219,094 -13,022 -6%
YAM
20
Yacktman Asset Management
Texas
$1.02M 205,000 +40,000 +24%
ARMT
21
Amica Retiree Medical Trust
Rhode Island
$1.02M 204,771 +30,049 +17%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$974K 196,451 -111,391 -36%
Morgan Stanley
23
Morgan Stanley
New York
$948K 191,232 +114,433 +149%
AR
24
Advisory Research
Illinois
$915K 184,500 -1,102,581 -86%
BCM
25
Bridgeway Capital Management
Texas
$902K 181,800 +26,900 +17%
1
2 3 4