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Energy Recovery
ERII

Overview Fund Activity

200 hedge funds and large institutions have $706M invested in Energy Recovery in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 53 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+14
Holders Change %
+7.53%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
37
Increased
53
Reduced
71
Closed
20
Calls
$1.84M
Puts
$1.35M
Net Calls
+$483K
Net Calls Change
+$139K

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$8.5M
2
BlackRock
BlackRock
New York
+$6.03M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.85M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.72M
5
Legal & General Group
Legal & General Group
United Kingdom
+$3.07M

Top Sellers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$6.71M
2
UM
UniSuper Management
Australia
-$6.02M
3
BCM
Brown Capital Management
Maryland
-$5.14M
4
Invesco
Invesco
Georgia
-$4.04M
5
MAM
Montanaro Asset Management
United Kingdom
-$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$856K – – –
Two Sigma Investments
77
Two Sigma Investments
New York
$849K +$602K +37,876 +243%
SG Americas Securities
78
SG Americas Securities
New York
$794K -$895K -56,332 -53%
Two Sigma Advisers
79
Two Sigma Advisers
New York
$788K +$594K +37,400 +306%
Lazard Asset Management
80
Lazard Asset Management
New York
$784K +$240K +15,105 +44%
Citigroup
81
Citigroup
New York
$755K -$16.7K -1,053 -2%
Marshall Wace
82
Marshall Wace
United Kingdom
$751K -$2.07M -130,346 -73%
AG
83
Algert Global
California
$748K +$748K +47,050 New
Wells Fargo
84
Wells Fargo
California
$725K -$191K -12,001 -21%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$723K -$61.7K -3,880 -8%
Mirae Asset Global ETFs Holdings
86
Mirae Asset Global ETFs Holdings
Hong Kong
$714K +$50.6K +3,185 +8%
MWM
87
Mission Wealth Management
California
$707K – – –
GCM
88
Graham Capital Management
Connecticut
$697K +$50.9K +3,206 +8%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$693K -$18.3K -1,151 -3%
OWIM
90
Old West Investment Management
California
$663K +$663K +41,742 New
T. Rowe Price Associates
91
T. Rowe Price Associates
Maryland
$656K +$47.3K +2,971 +8%
DnB Asset Management
92
DnB Asset Management
Norway
$607K +$12.7K +801 +2%
CSP
93
Cary Street Partners
Virginia
$540K +$540K +33,974 New
Canada Life
94
Canada Life
Manitoba, Canada
$535K – – –
MIM
95
MetLife Investment Management
New Jersey
$534K -$8.45K -532 -2%
HighTower Advisors
96
HighTower Advisors
Illinois
$524K – – –
Franklin Resources
97
Franklin Resources
California
$506K +$9.63K +606 +2%
SFI
98
Susquehanna Fundamental Investments
Pennsylvania
$503K -$426K -26,796 -46%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$484K +$484K +30,424 New
MCM
100
Manchester Capital Management
Vermont
$464K – – –
2 3
4
5 6