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Energy Recovery

197 hedge funds and large institutions have $446M invested in Energy Recovery in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $890K | Put options by funds: $279K

26% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 35

3% more funds holding

Funds holding: 191197 (+6)

1.23% more ownership

Funds ownership: 82.65%83.87% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 64

24% less capital invested

Capital invested by funds: $591M → $446M (-$144M)

Holders
197
Holders Change
+6
Holders Change %
+3.14%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
66
Reduced
64
Closed
35
Calls
$890K
Puts
$279K
Net Calls
+$611K
Net Calls Change
-$794K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$61.3M -$3.23M -246,465 -4%
Ameriprise
2
Ameriprise
Minnesota
$53M +$9.11M +696,468 +15%
Amundi
3
Amundi
France
$37.6M +$11.6M +888,618 +31%
VCM
4
Vanguard Capital Management
Pennsylvania
$22.5M +$29.2M +2,230,270 New
Fidelity International
5
Fidelity International
Bermuda
$20M -$73.1K -5,587 -0.3%
Legal & General Group
6
Legal & General Group
United Kingdom
$19.2M +$7.31M +558,678 +42%
State Street
7
State Street
Massachusetts
$17.9M +$110K +8,426 +0.5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13M +$448K +34,214 +3%
VPM
9
Vanguard Portfolio Management
Pennsylvania
$12.7M +$16.5M +1,261,661 New
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$8.84M -$943K -72,058 -8%
Invesco
11
Invesco
Georgia
$8.32M +$1.05M +80,260 +11%
AC
12
Avenir Corporation
Virginia
$8.23M -$1.99M -151,825 -16%
Morgan Stanley
13
Morgan Stanley
New York
$7.98M -$2.36M -180,603 -19%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$6.78M -$2.82M -215,323 -24%
6CM
15
683 Capital Management
New York
$5.54M +$7.2M +550,000 New
BCM
16
Brown Capital Management
Maryland
$5.42M -$2.97M -226,730 -30%
ACH
17
ArrowMark Colorado Holdings
Colorado
$5.2M +$1.82M +139,000 +37%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$5.18M +$2.17M +165,915 +48%
KAM
19
Kopion Asset Management
Texas
$5.11M +$2.26M +172,496 +52%
RA
20
Royce & Associates
New York
$4.86M +$1.97M +150,771 +45%
Goldman Sachs
21
Goldman Sachs
New York
$4.72M -$1.81M -138,641 -23%
SLAM
22
Swiss Life Asset Management
$4.61M +$309K +23,652 +5%
Northern Trust
23
Northern Trust
Illinois
$4.54M +$158K +12,040 +3%
Citadel Advisors
24
Citadel Advisors
Florida
$4.53M +$404K +30,849 +7%
Charles Schwab
25
Charles Schwab
California
$4.34M -$174K -13,302 -3%