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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 %
MC
126
Martin Currie
United Kingdom
$270K -$20.5K -1,293 -7%
DADC
127
D.A. Davidson & Co
Montana
$264K – – –
ASRS
128
Arizona State Retirement System
Arizona
$264K -$2.32K -146 -0.9%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$258K +$77.7K +4,899 +43%
State Board of Administration of Florida Retirement System
130
State Board of Administration of Florida Retirement System
Florida
$253K – – –
VOYA Investment Management
131
VOYA Investment Management
Georgia
$250K -$29K -1,822 -10%
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$247K -$8.96K -564 -4%
CCFM
133
Clear Creek Financial Management
Washington
$242K +$13.5K +850 +6%
BHPW
134
Beverly Hills Private Wealth
California
$238K – – –
AAP
135
Aristotle Atlantic Partners
Florida
$238K – – –
SOW
136
State of Wyoming
Wyoming
$236K -$131K -8,267 -36%
NRD
137
Nebula Research & Development
New York
$231K +$46.5K +2,929 +25%
SWP
138
Stratos Wealth Partners
Ohio
$230K -$41.5K -2,609 -15%
DZ Bank
139
DZ Bank
Germany
$228K – – –
GCP
140
GSA Capital Partners
United Kingdom
$227K +$227K +14,290 New
PCM
141
Polymer Capital Management
New York
$224K -$4.34K -273 -2%
MF
142
Magnetar Financial
Illinois
$223K +$223K +14,063 New
AQR Capital Management
143
AQR Capital Management
Connecticut
$213K -$1.18M -74,352 -85%
PFSRSONJ
144
Police & Firemen's Retirement System of New Jersey
New Jersey
$203K – – –
CWM
145
CIBC World Markets
New York
$200K +$200K +12,600 New
ProShare Advisors
146
ProShare Advisors
Maryland
$195K -$58.8K -3,701 -23%
JWS
147
Juncture Wealth Strategies
Arizona
$178K +$178K +11,211 New
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$177K +$3.18K +200 +2%
Pathstone Holdings
149
Pathstone Holdings
New Jersey
$176K +$176K +11,092 New
SCI
150
S&CO Inc
Massachusetts
$174K – – –
4 5
6
7 8