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Evolution Petroleum
EPM

Overview Fund Activity

102 hedge funds and large institutions have $143M invested in Evolution Petroleum in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 11 closing their positions.

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
28
Reduced
43
Closed
11
Calls
$1.54M
Puts
$431K
Net Calls
+$1.11M
Net Calls Change
+$202K

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$2.82M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$2.07M
3
PMAM
3
Penn Mutual Asset Management
Pennsylvania
$2.41M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$5.94M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$813K

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$13M
2
Millennium Management
2
Millennium Management
New York
$451K
3
BlackRock
3
BlackRock
New York
$8.72M
4
GPGA
4
Grandeur Peak Global Advisors
Utah
$3.02M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$803K
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Wasatch Advisors
Utah
$13M 1,725,391 -325,162 -16%
WA
2
WealthTrust Axiom
Pennsylvania
$12.6M 1,666,741 +368 +0%
Renaissance Technologies
3
Renaissance Technologies
New York
$12.5M 1,660,297 -47,016 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.57M 1,268,155 +670 +0.1%
RRAM
5
River Road Asset Management
Kentucky
$8.93M 1,183,360 -42,710 -3%
BlackRock
6
BlackRock
New York
$8.72M 1,154,937 -274,681 -19%
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$6.55M 867,922 -4,932 -0.6%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$6.35M 841,002 -46,259 -5%
RIM
9
Ranger Investment Management
Texas
$6.21M 822,715 +21,849 +3%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$5.94M 786,726 +137,471 +21%
NSIM
11
North Star Investment Management
Illinois
$4.39M 582,000 – –
FP
12
Foundry Partners
Minnesota
$3.14M 416,403 -270 -0.1%
GPGA
13
Grandeur Peak Global Advisors
Utah
$3.02M 399,506 -204,203 -34%
PAIM
14
Punch & Associates Investment Management
Minnesota
$2.82M 373,620 +353,655 +1,771%
PMAM
15
Penn Mutual Asset Management
Pennsylvania
$2.41M 318,980 +175,712 +123%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.17M 287,344 +18,668 +7%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$2.15M 284,527 -11,900 -4%
First Trust Advisors
18
First Trust Advisors
Illinois
$2.07M 274,673 +193,911 +240%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.06M 273,502 +9,554 +4%
EI
20
EAM Investors
California
$1.95M 257,952 -87,008 -25%
BA
21
Bard Associates
Illinois
$1.91M 252,463 -5,000 -2%
American Century Companies
22
American Century Companies
Missouri
$1.85M 244,718 +90,485 +59%
PCM
23
Perritt Capital Management
Illinois
$1.62M 215,115 -267 -0.1%
Two Sigma Investments
24
Two Sigma Investments
New York
$1.39M 184,273 -28,333 -13%
EGI
25
EAM Global Investors
California
$1.17M 154,519 -40,862 -21%
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