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Enerpac Tool Group
EPAC

143 hedge funds and large institutions have $1.62B invested in Enerpac Tool Group in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $456K | Put options by funds: $232K

2% more capital invested

Capital invested by funds: $1.59B → $1.62B (+$29.9M)

0% more funds holding

Funds holding: 143 → 143 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.38% less ownership

Funds ownership: 101.5% → 101.12% (-0.38%)

35% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 57

Holders
143
Holders Change
–
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
37
Reduced
57
Closed
15
Calls
$456K
Puts
$232K
Net Calls
+$224K
Net Calls Change
+$10K

Top Buyers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
+$18.4M
2
Morgan Stanley
Morgan Stanley
New York
+$6.76M
3
SCM
SG Capital Management
Illinois
+$6.15M
4
Norges Bank
Norges Bank
Norway
+$5.18M
5
State Street
State Street
Massachusetts
+$3.61M

Top Sellers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
-$9.45M
2
BlackRock
BlackRock
New York
-$8.69M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$7.31M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$3.81M
5
JP Morgan Chase
JP Morgan Chase
New York
-$3.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
126
Harbour Investments
Wisconsin
$7K – – –
SWM
127
Spire Wealth Management
Virginia
$5K – – –
LWANC
128
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
S
129
SignatureFD
Georgia
$3K – – –
AF
130
Allworth Financial
California
$2K – – –
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$2K – – –
VCM
132
Versant Capital Management
Arizona
$2K – – –
AIG
133
American International Group
New York
$1.04K -$20.7K -776 -2%
FPS
134
Fieldpoint Private Securities
Connecticut
$1K – – –
MAM
135
Meeder Asset Management
Ohio
$1K – – –
Simplex Trading
136
Simplex Trading
Illinois
$1K – – –
BCA
137
Berman Capital Advisors
Georgia
$1K +$1.28K +48 New
BBHC
138
Brown Brothers Harriman & Co
New York
$413 +$62.4K +2,336 +18%
Walleye Capital
139
Walleye Capital
New York
$251 – – –
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$96 – – –
IP
141
Isthmus Partners
Wisconsin
– -$1.32M -50,673 Closed
APP
142
Alpha Paradigm Partners
Illinois
– -$951K -36,422 Closed
American Century Companies
143
American Century Companies
Missouri
– -$754K -28,872 Closed
Balyasny Asset Management
144
Balyasny Asset Management
Illinois
– -$710K -27,165 Closed
DA
145
Duality Advisers
Florida
– -$642K -24,574 Closed
CSS
146
Cubist Systematic Strategies
Connecticut
– -$370K -14,159 Closed
JF
147
Jump Financial
Illinois
– -$366K -14,019 Closed
WANY
148
Wealthspire Advisors (New York)
New York
– -$294K -11,271 Closed
William Blair & Company
149
William Blair & Company
Illinois
– -$265K -10,160 Closed
SG Americas Securities
150
SG Americas Securities
New York
– -$251K -9,618 Closed
3 4 5
6
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EPAC Hedge Fund Activity: Q2 2021 in Review

143 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q2 2021, worth a combined $1.62B — up 1.9% from $1.59B a quarter earlier.

Fund positioning in EPAC was balanced in Q2 2021: 15 funds opened new positions, 15 closed out, 37 added to existing stakes and 57 trimmed.

The largest buyer was Jennison Associates, adding an estimated $18.4M. The largest seller was Pzena Investment Management, cutting an estimated $9.45M.

  • 143 institutional investors held Enerpac Tool Group (EPAC) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $1.62B of Enerpac Tool Group stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 15 funds opened new Enerpac Tool Group positions in Q2 2021 and 15 closed out, a net change of 0 holders.
  • The largest Enerpac Tool Group buyer in Q2 2021 was Jennison Associates, an estimated $18.4M added.
  • The largest Enerpac Tool Group seller in Q2 2021 was Pzena Investment Management, an estimated $9.45M sold.

Based on aggregated 13F filings for Q2 2021.