Energy Recovery (ERII)

• Market cap: $808M
• 1 day: 0.32%
• 5 days: 4.75%
• 1 month: -2.77%
• 3 months: 6.11%
• 6 months: -13.49%
• Year to date: 3.76%
• 1 year: 3.69%
• 5 years: 89.80%
• 10 years: 420.20%
• Sector: Industrials
• Industry: Pollution & Treatment Controls

About: Energy Recovery Inc is an engineering-driven technology company. It is engaged in engineering, designing, manufacturing and supplying solutions that make industrial processes more efficient and sustainable. The company operates in three segments, Water, Emerging Technologies and Corporate. It offers energy recovery devices (ERDs) and pumps as well as related products and services to the global reverse osmosis desalination market. The company derives a majority of the revenue from the Water segment. Geographically, the company operates in the U.S. and other international countries.

Employees: 254

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

81% more call options, than puts

Call options by funds: $769K | Put options by funds: $425K

10% more funds holding

Funds holding: 168 [Q3] → 185 (+17) [Q4]

4% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 56

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

6.05% less ownership

Funds ownership: 83.23% [Q3] → 77.18% (-6.05%) [Q4]

21% less capital invested

Capital invested by funds: $836M [Q3] → $657M (-$179M) [Q4]