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Evolution Petroleum
EPM

Overview Fund Activity

96 hedge funds and large institutions have $143M invested in Evolution Petroleum in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
96
Holders Change
+16
Holders Change %
+20%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
29
Reduced
27
Closed
11
Calls
$1.66M
Puts
$756K
Net Calls
+$904K
Net Calls Change
+$425K

Top Buyers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$6.17M
2
EI
2
EAM Investors
California
$2.4M
3
EGI
3
EAM Global Investors
California
$1.36M
4
Millennium Management
4
Millennium Management
New York
$2.52M
5
PMAM
5
Penn Mutual Asset Management
Pennsylvania
$997K

Top Sellers

1
BlackRock
1
BlackRock
New York
$9.95M
2
AMI
2
Amica Mutual Insurance
Rhode Island
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$11.9M
4
WA
4
Wasatch Advisors
Utah
$14.3M
5
Invesco
5
Invesco
Georgia
$328K
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Wasatch Advisors
Utah
$14.3M 2,050,553 -297,839 -13%
Renaissance Technologies
2
Renaissance Technologies
New York
$11.9M 1,707,313 -351,880 -17%
WA
3
WealthTrust Axiom
Pennsylvania
$11.6M 1,666,373 +51,361 +3%
BlackRock
4
BlackRock
New York
$9.95M 1,429,618 -756,632 -35%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.82M 1,267,485 +7,800 +0.6%
RRAM
6
River Road Asset Management
Kentucky
$8.53M 1,226,070 +14,102 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.29M 1,047,887 +47,022 +5%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$6.17M 887,261 +493,144 +125%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$6.08M 872,854 -28,172 -3%
RIM
10
Ranger Investment Management
Texas
$5.57M 800,866 +140,540 +21%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$4.52M 649,255 -30,892 -5%
GPGA
12
Grandeur Peak Global Advisors
Utah
$4.2M 603,709 +68,933 +13%
NSIM
13
North Star Investment Management
Illinois
$4.05M 582,000 – –
FP
14
Foundry Partners
Minnesota
$2.9M 416,673 -42,356 -9%
Millennium Management
15
Millennium Management
New York
$2.52M 361,836 +159,797 +79%
EI
16
EAM Investors
California
$2.4M 344,960 +199,604 +137%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$2.06M 296,427 +12,900 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.87M 268,676 +5,554 +2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.84M 263,948 -1,115 -0.4%
BA
20
Bard Associates
Illinois
$1.79M 257,463 -4,435 -2%
PCM
21
Perritt Capital Management
Illinois
$1.5M 215,382 -300 -0.1%
Two Sigma Investments
22
Two Sigma Investments
New York
$1.48M 212,606 +96,608 +83%
EGI
23
EAM Global Investors
California
$1.36M 195,381 +195,381 New
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$1.35M 194,396 +10,294 +6%
YAM
25
Yacktman Asset Management
Texas
$1.18M 170,000 – –
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