EPM icon

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 %
BlackRock
1
BlackRock
New York
$11.3M 2,238,132 -10,575 -0.5%
WA
2
Wasatch Advisors
Utah
$10.7M 2,125,221 +341,153 +19%
Renaissance Technologies
3
Renaissance Technologies
New York
$10.5M 2,087,613 +75,260 +4%
WA
4
WealthTrust Axiom
Pennsylvania
$7.51M 1,487,867 +16,205 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.48M 1,283,034 -1,799 -0.1%
RRAM
6
River Road Asset Management
Kentucky
$6.3M 1,246,994 +7,692 +0.6%
AMI
7
Amica Mutual Insurance
Rhode Island
$5.24M 1,036,926 -216,100 -17%
NSIM
8
North Star Investment Management
Illinois
$4.98M 985,650 – –
Fidelity Investments
9
Fidelity Investments
Massachusetts
$4.65M 920,087 +186,144 +25%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$4.54M 899,623 -75,343 -8%
DRZID
11
DePrince Race & Zollo Inc (DRZ)
Florida
$4.36M 863,993 +849,793 +5,984%
GPGA
12
Grandeur Peak Global Advisors
Utah
$3.08M 610,482 -9,700 -2%
FP
13
Foundry Partners
Minnesota
$2.72M 537,722 -18,415 -3%
Millennium Management
14
Millennium Management
New York
$2.07M 409,454 +15,165 +4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.42M 281,983 -275 -0.1%
EI
16
EAM Investors
California
$1.4M 276,572 -8,263 -3%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$1.38M 272,412 +70,979 +35%
BA
18
Bard Associates
Illinois
$1.19M 236,398 -2,500 -1%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$1.11M 220,327 +132,038 +150%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$1.08M 214,332 +214,332 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.07M 211,731 +17,414 +9%
PCM
22
Perritt Capital Management
Illinois
$1.06M 210,667 +9,867 +5%
YAM
23
Yacktman Asset Management
Texas
$1.04M 205,000 – –
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$967K 191,829 +169,756 +769%
Morgan Stanley
25
Morgan Stanley
New York
$725K 143,371 -12,239 -8%
1
2 3 4