Energy Recovery
ERII
199 hedge funds and large institutions have $396M invested in Energy Recovery in 2026 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 81 increasing their positions, 45 reducing their positions, and 38 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 45
1.24% more ownership
Funds ownership: 83.89% → 85.13% (+1.2%)
8% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 38
1% more funds holding
Funds holding: 198 → 199 (+1)
6% less capital inflows, than outflows
Capital inflows: $88.9M | Capital outflows: $94.6M
46% less call options, than puts
Call options by funds: $4.28M | Put options by funds: $7.93M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$11.3M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$5.43M |
| 3 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$4.48M |
| 4 |
Morgan Stanley
New York
|
+$4.22M |
| 5 |
Lazard Asset Management
New York
|
+$4.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$43.5M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$6.78M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$5.18M |
| 4 |
Select Equity Group
New York
|
-$3.97M |
| 5 |
Millennium Management
New York
|
-$3.25M |
ERII Hedge Fund Activity: Q2 2026 in Review
199 of the 8,358 institutional investors tracked by Wall St. Rank reported a position in Energy Recovery (ERII) for Q2 2026, worth a combined $396M — down 11% from $446M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new ERII positions and 38 closed out — a net gain of 3 holders — while 81 added to existing stakes and 45 trimmed.
The largest buyer was Mackenzie Financial, opening a new position worth an estimated $11.3M. The largest seller was Ameriprise, cutting an estimated $43.5M.
- 199 institutional investors held Energy Recovery (ERII) as of Q2 2026, up from 198 in Q1 2026.
- Funds reported $396M of Energy Recovery stock for Q2 2026, down 11% quarter-over-quarter.
- 41 funds opened new Energy Recovery positions in Q2 2026 and 38 closed out, a net change of +3 holders.
- The largest Energy Recovery buyer in Q2 2026 was Mackenzie Financial, an estimated $11.3M added.
- The largest Energy Recovery seller in Q2 2026 was Ameriprise, an estimated $43.5M sold.
Based on aggregated 13F filings for Q2 2026.