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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
BlackRock
1
BlackRock
New York
$245M +$13.7M +575,481 +7%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$203M +$1.01M +42,538 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$165M +$2.11M +88,665 +1%
CCP
4
Clarkston Capital Partners
Michigan
$125M -$744K -31,286 -0.6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$124M -$13M -545,902 -10%
Pzena Investment Management
6
Pzena Investment Management
New York
$111M +$1.23M +51,914 +1%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$55M -$4.83M -203,198 -9%
State Street
8
State Street
Massachusetts
$47.6M +$1.41M +59,323 +3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$43.2M -$4.5M -189,112 -10%
CB
10
Cooke & Bieler
Pennsylvania
$33.1M +$2.32M +97,581 +8%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$31.8M +$4.02M +169,133 +16%
ICOM
12
Investment Counselors of Maryland
Maryland
$27.7M +$865K +36,388 +4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$24.9M +$2.23M +93,943 +11%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$24.8M -$3.9M -164,193 -15%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$24.6M -$853K -35,863 -4%
SAM
16
Southernsun Asset Management
Tennessee
$24.6M +$3.92M +164,684 +21%
Jennison Associates
17
Jennison Associates
New York
$21.6M +$3.52M +148,152 +22%
Northern Trust
18
Northern Trust
Illinois
$18.3M +$195K +8,198 +1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$17.3M -$642K -26,997 -4%
Charles Schwab
20
Charles Schwab
California
$15.4M +$323K +13,601 +2%
RJA
21
Raymond James & Associates
Florida
$14.5M +$263K +11,045 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$13.5M -$817K -34,355 -6%
AR
23
Advisory Research
Illinois
$11.1M -$302K -12,715 -3%
Principal Financial Group
24
Principal Financial Group
Iowa
$11M +$203K +8,551 +2%
HA
25
Heartland Advisors
Wisconsin
$10.8M +$1.06M +44,545 +12%

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.