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Enerpac Tool Group
EPAC

Overview Fund Activity

194 hedge funds and large institutions have $1.38B invested in Enerpac Tool Group in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 52 increasing their positions, 74 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+21
Holders Change %
+12.14%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
42
Increased
52
Reduced
74
Closed
21
Calls
$275K
Puts
$114K
Net Calls
+$161K
Net Calls Change
+$255K

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$24.8M
2
Capital International Investors
2
Capital International Investors
California
$14M
3
MIIM
3
Mesirow Institutional Investment Management
Illinois
$9.11M
4
Millennium Management
4
Millennium Management
New York
$12.1M
5
Norges Bank
5
Norges Bank
Norway
$21.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$329K
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$138M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$6.02M
4
Pzena Investment Management
4
Pzena Investment Management
New York
$86.5M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$2K
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$62.7K +$62.7K +2,466 New
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$47K +$17K +663 +56%
Dimensional Fund Advisors
153
Dimensional Fund Advisors
Texas
$40.5K +$783 +30,763 +2%
QCG
154
Quadrant Capital Group
Ohio
$38.7K +$2.11K +83 +6%
NA
155
NewEdge Advisors
Louisiana
$31.6K +$31.6K +1,426 New
SOW
156
State of Wyoming
Wyoming
$30.9K +$30.9K +1,216 New
GWS
157
Glassman Wealth Services
Virginia
$26K +$51 +2 +0.2%
IA
158
IFP Advisors
Florida
$23K +$2.92K +108 +15%
ASN
159
Advisory Services Network
Georgia
$18.8K +$18.8K +737 New
QL
160
Quarry LP
New York
$18.2K +$18.2K +717 New
AF
161
Allworth Financial
California
$18.1K – – –
SN
162
Sittner & Nelson
Oregon
$17.8K – – –
SWA
163
Sutton Wealth Advisors
Florida
$16.4K – – –
Ohio Public Employees Retirement System (OPERS)
164
Ohio Public Employees Retirement System (OPERS)
Ohio
$15K -$41.4K -1,679 -73%
PPC
165
Park Place Capital
Alabama
$15K +$15K +572 New
AAG
166
Armstrong Advisory Group
Massachusetts
$13.5K +$13.5K +530 New
Osaic Holdings
167
Osaic Holdings
Arizona
$13K +$855 +33 +7%
VCM
168
Versant Capital Management
Arizona
$11.6K – – –
US Bancorp
169
US Bancorp
Minnesota
$11K +$1.15K +45 +12%
TWA
170
TCI Wealth Advisors
Arizona
$9.6K – – –
WT
171
Whittier Trust
California
$9.16K – – –
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$6.16K +$1.35K +53 +28%
PFBT
173
Parkside Financial Bank & Trust
Missouri
$6.13K – – –
CAS
174
Coppell Advisory Solutions
Texas
$6.11K +$6.11K +240 New
CASC
175
Coppell Advisory Solutions Corp
Texas
$6.11K +$6.11K +240 New
5 6
7
8 9