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Energy Recovery

168 hedge funds and large institutions have $755M invested in Energy Recovery in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17,513% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $16K

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

35% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 46

4.77% more ownership

Funds ownership: 61.19%65.97% (+4.8%)

4% more funds holding

Funds holding: 162168 (+6)

1% more capital invested

Capital invested by funds: $745M → $755M (+$9.26M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
62
Reduced
46
Closed
18
Calls
$2.82M
Puts
$16K
Net Calls
+$2.8M
Net Calls Change
+$86K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$67.9M -$576K -29,590 -0.9%
TI
2
Trigran Investments
Illinois
$59.6M +$4M +205,662 +7%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$48.3M +$2.25M +115,739 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$47.2M -$338K -17,375 -0.7%
Fidelity International
5
Fidelity International
Bermuda
$43.2M +$12.7M +653,311 +44%
Diamond Hill Capital Management
6
Diamond Hill Capital Management
Ohio
$37.6M +$15.4M +791,518 +74%
AC
7
Avenir Corporation
Virginia
$34.9M +$50.9K +2,614 +0.2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$23.3M -$458K -23,528 -2%
Handelsbanken Fonder
9
Handelsbanken Fonder
Sweden
$20.7M -$1.36M -70,000 -6%
State Street
10
State Street
Massachusetts
$20.7M +$386K +19,814 +2%
MAM
11
Montanaro Asset Management
United Kingdom
$17.8M -$3.41M -175,000 -17%
First Trust Advisors
12
First Trust Advisors
Illinois
$17.4M -$1.33M -68,068 -7%
KBC Group
13
KBC Group
Belgium
$15.2M -$178K -9,156 -1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$14.4M +$466K +23,920 +3%
Invesco
15
Invesco
Georgia
$14.3M -$6.76M -347,408 -33%
DCM
16
Driehaus Capital Management
Illinois
$11.4M -$5.06M -259,913 -32%
MFIMFI
17
Mesirow Financial Investment Management - Fixed Income
Illinois
$10.7M -$3.12K -160 -0%
Jennison Associates
18
Jennison Associates
New York
$10.5M +$10.2M +522,155 New
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$10.4M +$556K +28,563 +6%
Millennium Management
20
Millennium Management
New York
$10.3M +$9.95M +510,959 New
MGM
21
Miura Global Management
New York
$9.67M -$10.7M -550,000 -53%
PM
22
Pembroke Management
Quebec, Canada
$9.13M +$184K +9,438 +2%
EIM
23
Essex Investment Management
Massachusetts
$9.05M +$1.12M +57,357 +15%
SAM
24
Silvercrest Asset Management
New York
$8.73M +$79.1K +4,061 +0.9%
Northern Trust
25
Northern Trust
Illinois
$8.34M -$389K -19,985 -5%

ERII Hedge Fund Activity: Q1 2022 in Review

168 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Energy Recovery (ERII) for Q1 2022, worth a combined $755M — up 1.2% from $745M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ERII positions and 18 closed out — a net gain of 9 holders — while 62 added to existing stakes and 46 trimmed.

The largest buyer was Diamond Hill Capital Management, adding an estimated $15.4M. The largest seller was Miura Global Management, cutting an estimated $10.7M.

  • 168 institutional investors held Energy Recovery (ERII) as of Q1 2022, up from 162 in Q4 2021.
  • Funds reported $755M of Energy Recovery stock for Q1 2022, up 1.2% quarter-over-quarter.
  • 27 funds opened new Energy Recovery positions in Q1 2022 and 18 closed out, a net change of +9 holders.
  • The largest Energy Recovery buyer in Q1 2022 was Diamond Hill Capital Management, an estimated $15.4M added.
  • The largest Energy Recovery seller in Q1 2022 was Miura Global Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2022.