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Enerpac Tool Group

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: 144143 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$528K +$50.3K +2,115 +11%
MIM
77
MetLife Investment Management
New Jersey
$526K -$103K -4,325 -18%
FHB
78
First Hawaiian Bank
Hawaii
$483K
RJT
79
Raymond James Trust
Florida
$470K +$21.2K +892 +5%
ProShare Advisors
80
ProShare Advisors
Maryland
$466K +$111K +4,672 +36%
ASRS
81
Arizona State Retirement System
Arizona
$455K +$1.78K +75 +0.4%
ANTB
82
AMG National Trust Bank
Colorado
$445K +$405K +17,049 New
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$420K -$15K -631 -4%
TRSOTSOK
84
Teachers Retirement System of the State of Kentucky
Kentucky
$410K
II
85
Inspire Investing
Idaho
$410K +$373K +15,680 New
SFI
86
Susquehanna Fundamental Investments
Pennsylvania
$391K -$241K -10,125 -40%
IRC
87
Investors Research Corp
Georgia
$384K -$595K -25,025 -63%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$378K -$17.8K -748 -5%
Millennium Management
89
Millennium Management
New York
$373K +$340K +14,286 New
OC
90
Oppenheimer & Co
New York
$372K -$18.8K -792 -5%
CSS
91
Cubist Systematic Strategies
Connecticut
$370K +$133K +5,573 +65%
JF
92
Jump Financial
Illinois
$366K +$333K +14,019 New
Handelsbanken Fonder
93
Handelsbanken Fonder
Sweden
$360K
Two Sigma Advisers
94
Two Sigma Advisers
New York
$358K -$76.1K -3,200 -19%
Victory Capital Management
95
Victory Capital Management
Texas
$352K +$320K +13,468 New
Public Employees Retirement Association of Colorado
96
Public Employees Retirement Association of Colorado
Colorado
$329K
CIM
97
CIM Investment Management
Pennsylvania
$315K -$17.1K -718 -6%
WANY
98
Wealthspire Advisors (New York)
New York
$294K +$38.3K +1,611 +17%
HSBC Holdings
99
HSBC Holdings
United Kingdom
$283K -$149K -6,266 -37%
VCA
100
Verdence Capital Advisors
Maryland
$275K +$5.97K +251 +2%

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.