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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 %
BlackRock
1
BlackRock
New York
$95.2M +$6.03M +379,575 +7%
Ameriprise
2
Ameriprise
Minnesota
$81.7M +$2.94M +184,942 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$55.5M +$3.85M +242,494 +7%
BCM
4
Brown Capital Management
Maryland
$41.2M -$5.14M -323,502 -11%
Fidelity International
5
Fidelity International
Bermuda
$31M -$2.11M -132,678 -6%
State Street
6
State Street
Massachusetts
$22.8M -$282K -17,765 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$22.1M +$496K +31,181 +2%
KBC Group
8
KBC Group
Belgium
$19.8M – – –
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$18.8M -$6.71M -422,308 -26%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$17.5M -$327K -20,565 -2%
AC
11
Avenir Corporation
Virginia
$16.9M -$1.03M -64,719 -6%
Morgan Stanley
12
Morgan Stanley
New York
$14.5M +$2.76M +173,519 +24%
Legal & General Group
13
Legal & General Group
United Kingdom
$13.9M +$3.07M +193,375 +28%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$12.8M +$608K +38,280 +5%
Select Equity Group
15
Select Equity Group
New York
$10.6M +$8.5M +534,662 +404%
Goldman Sachs
16
Goldman Sachs
New York
$10.2M -$1.66M -104,268 -14%
RS
17
Robeco Schweiz
Switzerland
$9.74M -$88.7K -5,580 -0.9%
Invesco
18
Invesco
Georgia
$9.6M -$4.04M -254,231 -30%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$9.19M -$54K -3,400 -0.6%
Northern Trust
20
Northern Trust
Illinois
$8.61M -$286K -18,026 -3%
SAM
21
Silvercrest Asset Management
New York
$7.86M -$45K -2,832 -0.6%
Charles Schwab
22
Charles Schwab
California
$7.49M -$63.3K -3,983 -0.8%
Raymond James Financial
23
Raymond James Financial
Florida
$5.56M -$643K -40,451 -10%
Amundi
24
Amundi
France
$5.19M -$75.1K -5,023 -1%
KK
25
KLP Kapitalforvaltning
Norway
$4.92M -$129K -8,100 -3%
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