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Enerpac Tool Group

150 hedge funds and large institutions have $1.24B invested in Enerpac Tool Group in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

5% more funds holding

Funds holding: 143150 (+7)

2.14% less ownership

Funds ownership: 101.12%98.99% (-2.1%)

16% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 51

24% less capital invested

Capital invested by funds: $1.62B → $1.24B (-$380M)

70% less call options, than puts

Call options by funds: $160K | Put options by funds: $539K

Holders
150
Holders Change
+7
Holders Change %
+4.9%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
43
Reduced
51
Closed
13
Calls
$160K
Puts
$539K
Net Calls
-$379K
Net Calls Change
-$603K
Name Holding Trade Value Shares
Change
Change in
Stake
PK
126
Pflug Koory
Nebraska
$9K
QCG
127
Quadrant Capital Group
Ohio
$8K +$9.11K +366 +7,320%
PHK
128
Point72 Hong Kong
Hong Kong
$7K +$8.61K +346 New
UBS Group
129
UBS Group
Switzerland
$5K -$242K -9,706 -97%
US Bancorp
130
US Bancorp
Minnesota
$5K -$2.54K -102 -29%
HI
131
Harbour Investments
Wisconsin
$5K
SWM
132
Spire Wealth Management
Virginia
$4K
EVM
133
Eaton Vance Management
Massachusetts
$4K +$3.46K +139 +30%
LWANC
134
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$2K
S
136
SignatureFD
Georgia
$2K
KIG
137
Kowal Investment Group
Wisconsin
$2K +$2.14K +86 New
MCM
138
Manchester Capital Management
Vermont
$2K +$2.19K +88 New
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$2K +$2.81K +113 New
AF
140
Allworth Financial
California
$1K
FPS
141
Fieldpoint Private Securities
Connecticut
$1K
MAM
142
Meeder Asset Management
Ohio
$1K
Simplex Trading
143
Simplex Trading
Illinois
$1K
BCA
144
Berman Capital Advisors
Georgia
$1K +$199 +8 +17%
PFBT
145
Parkside Financial Bank & Trust
Missouri
$1K +$448 +18 +150%
BBHC
146
Brown Brothers Harriman & Co
New York
$321
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$75
SCM
148
SG Capital Management
Illinois
-$6.14M -230,547 Closed
California Public Employees Retirement System
149
California Public Employees Retirement System
California
-$691K -25,959 Closed
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
-$647K -24,318 Closed

EPAC Hedge Fund Activity: Q3 2021 in Review

150 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q3 2021, worth a combined $1.24B — down 24% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EPAC positions and 13 closed out — a net gain of 8 holders — while 43 added to existing stakes and 51 trimmed.

The largest buyer was Jennison Associates, adding an estimated $8.75M. The largest seller was Advisory Research, cutting an estimated $6.18M.

  • 150 institutional investors held Enerpac Tool Group (EPAC) as of Q3 2021, up from 143 in Q2 2021.
  • Funds reported $1.24B of Enerpac Tool Group stock for Q3 2021, down 24% quarter-over-quarter.
  • 21 funds opened new Enerpac Tool Group positions in Q3 2021 and 13 closed out, a net change of +8 holders.
  • The largest Enerpac Tool Group buyer in Q3 2021 was Jennison Associates, an estimated $8.75M added.
  • The largest Enerpac Tool Group seller in Q3 2021 was Advisory Research, an estimated $6.18M sold.

Based on aggregated 13F filings for Q3 2021.