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Energy Recovery
ERII

Overview Fund Activity

182 hedge funds and large institutions have $575M invested in Energy Recovery in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-18
Holders Change %
-9%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
70
Reduced
64
Closed
35
Calls
$1.27M
Puts
$869K
Net Calls
+$397K
Net Calls Change
-$86K

Top Buyers

1
AWG
Alpha Wave Global
New York
+$5.2M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$5.15M
3
UBS Group
UBS Group
Switzerland
+$4.13M
4
KAM
Kopion Asset Management
Texas
+$3.87M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$3.48M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$17.5M
2
BlackRock
BlackRock
New York
-$4.47M
3
UM
UniSuper Management
Australia
-$3.42M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.12M
5
Goldman Sachs
Goldman Sachs
New York
-$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
Pinnacle Associates
New York
$5.1M +$1.53M +119,445 +43%
UBS Group
27
UBS Group
Switzerland
$4.93M +$4.13M +323,329 +519%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$4.78M +$1.42M +111,053 +42%
Amundi
29
Amundi
France
$4.62M +$144K +11,144 +3%
Raymond James Financial
30
Raymond James Financial
Florida
$4.2M -$275K -21,490 -6%
KAM
31
Kopion Asset Management
Texas
$3.87M +$3.87M +302,837 New
DPIM
32
Duff & Phelps Investment Management
Illinois
$3.18M – – –
RBI
33
Raiffeisen Bank International
Austria
$3.15M +$182K +15,000 +6%
RAM
34
Redmond Asset Management
Virginia
$3.09M +$43.6K +3,415 +1%
UBS AM
35
UBS AM
Illinois
$3.06M +$423K +33,076 +16%
Deutsche Bank
36
Deutsche Bank
Germany
$2.85M -$930K -72,734 -25%
RHJA
37
Rice Hall James & Associates
California
$2.81M -$248K -19,441 -8%
Assenagon Asset Management
38
Assenagon Asset Management
Luxembourg
$2.66M +$783K +61,264 +42%
NL
39
Nuveen LLC
North Carolina
$2.63M -$430K -33,613 -14%
MAM
40
Montanaro Asset Management
United Kingdom
$2.63M -$142K -11,140 -5%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$2.56M -$468K -36,636 -15%
Bank of America
42
Bank of America
North Carolina
$2.55M -$200K -15,671 -7%
JAM
43
Jupiter Asset Management
United Kingdom
$2.38M +$2.38M +186,315 New
CS
44
Candriam SCA
Luxembourg
$2.09M +$2.31K +181 +0.1%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$2.08M +$11K +863 +0.5%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$1.98M +$468K +36,639 +31%
EIM
47
Essex Investment Management
Massachusetts
$1.86M -$430K -33,660 -19%
Renaissance Technologies
48
Renaissance Technologies
New York
$1.8M -$1.28M -100,400 -42%
VanEck Associates
49
VanEck Associates
New York
$1.79M +$529K +41,375 +42%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$1.78M +$36.7K +2,875 +2%
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