ERII icon

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 %
KA
201
Kozak & Associates
Colorado
$7 -$7 – –
Wellington Management Group
202
Wellington Management Group
Massachusetts
– -$2.15M -146,024 Closed
Point72 Asset Management
203
Point72 Asset Management
Connecticut
– -$909K -61,851 Closed
CSS
204
Cubist Systematic Strategies
Connecticut
– -$879K -59,800 Closed
AA
205
ALPS Advisors
Colorado
– -$321K -21,850 Closed
FRM
206
Fox Run Management
Connecticut
– -$305K -20,728 Closed
TSS
207
Two Sigma Securities
New York
– -$275K -18,691 Closed
DTL
208
Dynamic Technology Lab
Singapore
– -$234K -15,924 Closed
VI
209
Versor Investments
New York
– -$211K -14,376 Closed
LPL Financial
210
LPL Financial
California
– -$196K -13,358 Closed
Schroder Investment Management Group
211
Schroder Investment Management Group
United Kingdom
– -$160K -10,873 Closed
SPIA
212
Steward Partners Investment Advisory
New York
– -$20.9K -1,425 Closed
CCA
213
Catalyst Capital Advisors
New York
– -$19.7K -1,341 Closed
QL
214
Quarry LP
New York
– -$15.8K -1,073 Closed
SSG
215
Summit Securities Group
New York
– -$9.82K -668 Closed
RS
216
R Squared
Hong Kong
– -$9.26K -630 Closed
ACM
217
Aster Capital Management
United Arab Emirates
– -$4.34K -295 Closed
VWM
218
Venturi Wealth Management
Texas
– -$3.82K -260 Closed
CFGS
219
Concourse Financial Group Securities
Alabama
– -$1.47K -100 Closed
TWD
220
True Wealth Design
Ohio
– -$133 -9 Closed
IA
221
IFP Advisors
Florida
– -$88 -6 Closed
5 6 7 8
9