We are live on ! Find out more
EPM icon

Evolution Petroleum

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.

New
Increased
Maintained
Reduced
Closed

304% more call options, than puts

Call options by funds: $647K | Put options by funds: $160K

12% more capital invested

Capital invested by funds: $106M → $118M (+$12.4M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 7778 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.75% less ownership

Funds ownership: 63.79%62.04% (-1.8%)

42% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 33

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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$12.8M -$9.12K -2,041 -0.1%
Renaissance Technologies
2
Renaissance Technologies
New York
$11.4M -$768K -171,864 -8%
WA
3
Wasatch Advisors
Utah
$10.1M +$1.17M +261,878 +17%
WA
4
WealthTrust Axiom
Pennsylvania
$8.36M +$95.7K +21,423 +1%
ACH
5
ArrowMark Colorado Holdings
Colorado
$7.72M -$2.99M -669,352 -33%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.3M
AMI
7
Amica Mutual Insurance
Rhode Island
$7.12M
RRAM
8
River Road Asset Management
Kentucky
$7.04M -$450K -100,656 -8%
NSIM
9
North Star Investment Management
Illinois
$5.6M +$17.3K +3,875 +0.4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$5.54M -$549K -122,886 -11%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$4.17M +$1.3M +289,895 +65%
GPGA
12
Grandeur Peak Global Advisors
Utah
$3.52M +$778K +174,171 +39%
FP
13
Foundry Partners
Minnesota
$3.16M +$466K +104,337 +23%
Millennium Management
14
Millennium Management
New York
$2.24M -$1.04M -232,446 -37%
EI
15
EAM Investors
California
$1.62M +$1.27M +284,835 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.6M +$136K +30,391 +12%
BA
17
Bard Associates
Illinois
$1.36M +$17.2K +3,850 +2%
YAM
18
Yacktman Asset Management
Texas
$1.16M
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$1.14M -$78.9K -17,661 -8%
PCM
20
Perritt Capital Management
Illinois
$1.14M -$117K -26,266 -12%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.1M -$9.53K -2,134 -1%
PPA
22
Parametric Portfolio Associates
Washington
$1.09M -$157K -35,100 -15%
ARMT
23
Amica Retiree Medical Trust
Rhode Island
$894K -$212K -47,360 -23%
Morgan Stanley
24
Morgan Stanley
New York
$884K -$159K -35,622 -19%
BCM
25
Bridgeway Capital Management
Texas
$791K -$190K -42,500 -23%