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Enerpac Tool Group
EPAC

143 hedge funds and large institutions have $1.59B invested in Enerpac Tool Group in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $1.39B → $1.59B (+$194M)

6% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 50

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

1% less funds holding

Funds holding: 144 → 143 (-1)

1.44% less ownership

Funds ownership: 102.94% → 101.5% (-1.4%)

Holders
143
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
53
Reduced
50
Closed
17
Calls
$214K
Puts
–
Net Calls
+$214K
Net Calls Change
-$712K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$13.7M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$4.02M
3
SAM
Southernsun Asset Management
Tennessee
+$3.92M
4
Jennison Associates
Jennison Associates
New York
+$3.52M
5
CB
Cooke & Bieler
Pennsylvania
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$13M
2
Norges Bank
Norges Bank
Norway
-$12.1M
3
Invesco
Invesco
Georgia
-$11.6M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$4.83M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ensign Peak Advisors
51
Ensign Peak Advisors
Utah
$1.35M – – –
IP
52
Isthmus Partners
Wisconsin
$1.32M +$55.7K +2,340 +5%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$1.31M – – –
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$1.28M -$8.04K -338 -0.7%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$1.22M +$26.5K +1,113 +2%
UBS AM
56
UBS AM
Illinois
$1.22M – – –
COPPSERS
57
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.21M -$4.09K -172 -0.4%
TPSF
58
Texas Permanent School Fund
Texas
$1.17M -$78.7K -3,308 -7%
UBS Group
59
UBS Group
Switzerland
$1.14M +$976K +41,029 +1,569%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$1.08M -$35.7K -1,500 -3%
SOADOR
61
State of Alaska Department of Revenue
Alaska
$1.06M -$144K -6,040 -13%
APP
62
Alpha Paradigm Partners
Illinois
$951K -$93.9K -3,949 -10%
Citadel Advisors
63
Citadel Advisors
Florida
$935K +$851K +35,790 New
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$886K +$36.8K +1,546 +5%
GI
65
GAMCO Investors
Connecticut
$784K +$428K +18,000 +150%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$775K -$323K -13,570 -31%
American Century Companies
67
American Century Companies
Missouri
$754K – – –
First Trust Advisors
68
First Trust Advisors
Illinois
$748K +$681K +28,655 New
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$710K -$264K -11,109 -29%
LSERS
70
Louisiana State Employees Retirement System
Louisiana
$710K -$7.13K -300 -1%
PRCP
71
Pacific Ridge Capital Partners
Oregon
$656K – – –
OPERF
72
Oregon Public Employees Retirement Fund
Oregon
$643K +$11.9K +500 +2%
DA
73
Duality Advisers
Florida
$642K -$9.28K -390 -2%
AC
74
Allstate Corporation
Illinois
$601K – – –
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$557K -$5.54K -233 -1%
1 2
3
4 5

EPAC Hedge Fund Activity: Q1 2021 in Review

143 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q1 2021, worth a combined $1.59B — up 14% from $1.39B a quarter earlier.

Fund positioning in EPAC was balanced in Q1 2021: 17 funds opened new positions, 17 closed out, 53 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $13.7M. The largest seller was Wellington Management Group, cutting an estimated $13M.

  • 143 institutional investors held Enerpac Tool Group (EPAC) as of Q1 2021, down from 144 in Q4 2020.
  • Funds reported $1.59B of Enerpac Tool Group stock for Q1 2021, up 14% quarter-over-quarter.
  • 17 funds opened new Enerpac Tool Group positions in Q1 2021 and 17 closed out, a net change of 0 holders.
  • The largest Enerpac Tool Group buyer in Q1 2021 was BlackRock, an estimated $13.7M added.
  • The largest Enerpac Tool Group seller in Q1 2021 was Wellington Management Group, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2021.