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Enerpac Tool Group
EPAC

142 hedge funds and large institutions have $1.14B invested in Enerpac Tool Group in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,967% more call options, than puts

Call options by funds: $456K | Put options by funds: $9K

9% more capital invested

Capital invested by funds: $1.05B → $1.14B (+$91.5M)

1.68% more ownership

Funds ownership: 99.99% → 101.67% (+1.7%)

10% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 52

12% less funds holding

Funds holding: 161 → 142 (-19)

66% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 29

Holders
142
Holders Change
-19
Holders Change %
-11.8%
% of All Funds
2.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
47
Reduced
52
Closed
29
Calls
$456K
Puts
$9K
Net Calls
+$447K
Net Calls Change
+$71K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$52.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.72M
3
BlackRock
BlackRock
New York
+$5.3M
4
HA
Heartland Advisors
Wisconsin
+$3.54M
5
ICOM
Investment Counselors of Maryland
Maryland
+$2.23M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$6.79M
2
CB
Cooke & Bieler
Pennsylvania
-$6.55M
3
CSC
Cove Street Capital
California
-$6.47M
4
Norges Bank
Norges Bank
Norway
-$4.44M
5
Jennison Associates
Jennison Associates
New York
-$3.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
126
Glassman Wealth Services
Virginia
$19K – – –
FQ
127
First Quadrant
California
$15K – – –
UBS Group
128
UBS Group
Switzerland
$13K +$2.35K +118 +20%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$8K – – –
GT
130
Glenmede Trust
Pennsylvania
$7K -$3.03K -152 -27%
EFSCE
131
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$5K – – –
S
133
SignatureFD
Georgia
$3K -$4.01K -201 -53%
PA
134
Parallel Advisors
California
$3K – – –
LWANC
135
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
Lazard Asset Management
136
Lazard Asset Management
New York
$2K – – –
AF
137
Allworth Financial
California
$1K – – –
SIM
138
Sonora Investment Management
Arizona
$1K – – –
MAM
139
Meeder Asset Management
Ohio
$1K +$479 +24 +104%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$1K +$1.4K +70 New
CSC
141
Cove Street Capital
California
– -$6.47M -367,595 Closed
PCM
142
Penn Capital Management
Pennsylvania
– -$2.77M -157,084 Closed
CCPM
143
Cooper Creek Partners Management
New York
– -$2.51M -142,834 Closed
GAM
144
Gotham Asset Management
New York
– -$731K -41,520 Closed
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
– -$475K -26,963 Closed
Tudor Investment Corp
146
Tudor Investment Corp
Connecticut
– -$419K -23,813 Closed
LCM
147
Laurion Capital Management
New York
– -$398K -22,589 Closed
First Trust Advisors
148
First Trust Advisors
Illinois
– -$393K -22,302 Closed
EGM
149
Engineers Gate Manager
New York
– -$383K -21,759 Closed
WCM
150
Weld Capital Management
New York
– -$356K -20,254 Closed
3 4 5
6
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EPAC Hedge Fund Activity: Q3 2020 in Review

142 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q3 2020, worth a combined $1.14B — up 8.7% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of EPAC and 10 opened new positions — a net loss of 19 holders — while 52 trimmed existing stakes and 47 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $52.1M. The largest seller was Goldman Sachs, cutting an estimated $6.79M.

  • 142 institutional investors held Enerpac Tool Group (EPAC) as of Q3 2020, down from 161 in Q2 2020.
  • Funds reported $1.14B of Enerpac Tool Group stock for Q3 2020, up 8.7% quarter-over-quarter.
  • 10 funds opened new Enerpac Tool Group positions in Q3 2020 and 29 closed out, a net change of -19 holders.
  • The largest Enerpac Tool Group buyer in Q3 2020 was T. Rowe Price Associates, an estimated $52.1M added.
  • The largest Enerpac Tool Group seller in Q3 2020 was Goldman Sachs, an estimated $6.79M sold.

Based on aggregated 13F filings for Q3 2020.