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Energy Recovery
ERII

Overview Fund Activity

186 hedge funds and large institutions have $657M invested in Energy Recovery in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+17
Holders Change %
+10.06%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
40
Increased
58
Reduced
56
Closed
22
Calls
$769K
Puts
$425K
Net Calls
+$344K
Net Calls Change
-$317K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$72.8M
2
PA
2
Pinnacle Associates
New York
$4.28M
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$3.8M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$16.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.38M
2
AWG
2
Alpha Wave Global
New York
$6.15M
3
BCM
3
Brown Capital Management
Maryland
$42.9M
4
DCM
4
Driehaus Capital Management
Illinois
$0
5
OAM
5
Oberweis Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
176
NewEdge Advisors
Louisiana
$1.47K +$1.47K +100 New
S
177
SignatureFD
Georgia
$897 – – –
SCM
178
Sterling Capital Management
North Carolina
$853 – – –
SS
179
SBI Securities
Japan
$691 +$691 +47 New
RIL
180
Rothschild Investment LLC
Illinois
$662 -$515 -35 -44%
FFA
181
Farther Finance Advisors
California
$279 – – –
CIAM
182
Caitong International Asset Management
Hong Kong
$235 +$235 +16 New
EWA
183
EverSource Wealth Advisors
Alabama
$176 +$176 +12 New
AF
184
Allworth Financial
California
$163 – – –
TWD
185
True Wealth Design
Ohio
$133 -$4.51K -305 -97%
IA
186
IFP Advisors
Florida
$88 +$88 +6 New
KA
187
Kozak & Associates
Colorado
$7 – – –
DCM
188
Driehaus Capital Management
Illinois
– -$8.13M -467,227 Closed
OAM
189
Oberweis Asset Management
Illinois
– -$6.32M -363,700 Closed
TAM
190
Trillium Asset Management
Massachusetts
– -$3.84M -220,748 Closed
SGI
191
Summit Global Investments
Utah
– -$939K -54,019 Closed
ECM
192
ExodusPoint Capital Management
New York
– -$835K -48,008 Closed
PL
193
Perpetual Ltd
Australia
– -$711K -40,875 Closed
Balyasny Asset Management
194
Balyasny Asset Management
Illinois
– -$567K -32,584 Closed
HCA
195
Harbour Capital Advisors
Virginia
– -$565K -30,160 Closed
Envestnet Asset Management
196
Envestnet Asset Management
Illinois
– -$373K -21,477 Closed
Cambridge Investment Research Advisors
197
Cambridge Investment Research Advisors
Iowa
– -$364K -20,927 Closed
SPA
198
Sherbrooke Park Advisers
New York
– -$301K -17,320 Closed
SIC
199
SFE Investment Counsel
California
– -$286K -16,433 Closed
Man Group
200
Man Group
United Kingdom
– -$206K -11,823 Closed
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