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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 %
BlackRock
1
BlackRock
New York
$12.8M 2,248,707 -2,041 -0.1%
Renaissance Technologies
2
Renaissance Technologies
New York
$11.4M 2,012,353 -171,864 -8%
WA
3
Wasatch Advisors
Utah
$10.1M 1,784,068 +261,878 +17%
WA
4
WealthTrust Axiom
Pennsylvania
$8.36M 1,471,662 +21,423 +1%
ACH
5
ArrowMark Colorado Holdings
Colorado
$7.72M 1,359,620 -669,352 -33%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.3M 1,284,833 – –
AMI
7
Amica Mutual Insurance
Rhode Island
$7.12M 1,253,026 – –
RRAM
8
River Road Asset Management
Kentucky
$7.04M 1,239,302 -100,656 -8%
NSIM
9
North Star Investment Management
Illinois
$5.6M 985,650 +3,875 +0.4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$5.54M 974,966 -122,886 -11%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$4.17M 733,943 +289,895 +65%
GPGA
12
Grandeur Peak Global Advisors
Utah
$3.52M 620,182 +174,171 +39%
FP
13
Foundry Partners
Minnesota
$3.16M 556,137 +104,337 +23%
Millennium Management
14
Millennium Management
New York
$2.24M 394,289 -232,446 -37%
EI
15
EAM Investors
California
$1.62M 284,835 +284,835 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.6M 282,258 +30,391 +12%
BA
17
Bard Associates
Illinois
$1.36M 238,898 +3,850 +2%
YAM
18
Yacktman Asset Management
Texas
$1.16M 205,000 – –
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$1.14M 201,433 -17,661 -8%
PCM
20
Perritt Capital Management
Illinois
$1.14M 200,800 -26,266 -12%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.1M 194,317 -2,134 -1%
PPA
22
Parametric Portfolio Associates
Washington
$1.09M 191,774 -35,100 -15%
ARMT
23
Amica Retiree Medical Trust
Rhode Island
$894K 157,411 -47,360 -23%
Morgan Stanley
24
Morgan Stanley
New York
$884K 155,610 -35,622 -19%
BCM
25
Bridgeway Capital Management
Texas
$791K 139,300 -42,500 -23%
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