We are live on ! Find out more
EPAC icon

Enerpac Tool Group

173 hedge funds and large institutions have $1B invested in Enerpac Tool Group in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 8

16% more funds holding

Funds holding: 149173 (+24)

0.93% less ownership

Funds ownership: 97.78%96.85% (-0.93%)

11% less capital invested

Capital invested by funds: $1.13B → $1B (-$122M)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

57% less call options, than puts

Call options by funds: $71K | Put options by funds: $165K

Holders
173
Holders Change
+24
Holders Change %
+16.11%
% of All Funds
2.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
53
Reduced
64
Closed
8
Calls
$71K
Puts
$165K
Net Calls
-$94K
Net Calls Change
+$144K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$158M -$6.16M -316,743 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$113M -$4.23M -217,708 -3%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$110M +$120M +6,150,425 New
CCP
4
Clarkston Capital Partners
Michigan
$90.2M +$4.18M +214,976 +4%
Pzena Investment Management
5
Pzena Investment Management
New York
$69M -$1.1M -56,470 -1%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$43.5M -$6.3M -323,886 -12%
State Street
7
State Street
Massachusetts
$36.5M -$725K -37,277 -2%
SAM
8
Southernsun Asset Management
Tennessee
$33.1M +$2.9M +149,154 +9%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$30.4M -$57.4M -2,950,366 -63%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$27.8M +$105K +5,406 +0.3%
CB
11
Cooke & Bieler
Pennsylvania
$24.4M -$397K -20,430 -1%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$19.6M +$1.14M +58,648 +6%
Jennison Associates
13
Jennison Associates
New York
$19.2M -$19.2M -985,131 -48%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$17.8M -$406K -20,873 -2%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$13.1M -$1.53M -78,760 -10%
Northern Trust
16
Northern Trust
Illinois
$11.6M -$467K -24,024 -4%
Charles Schwab
17
Charles Schwab
California
$10.3M -$295K -15,176 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$10.3M +$14.5K +743 +0.1%
RJA
19
Raymond James & Associates
Florida
$9.85M -$263K -13,510 -2%
Norges Bank
20
Norges Bank
Norway
$9.82M +$963K +49,503 +10%
Morgan Stanley
21
Morgan Stanley
New York
$8.34M -$1.03M -53,041 -10%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$8.12M -$4.85M -249,114 -35%
Citadel Advisors
23
Citadel Advisors
Florida
$7.86M +$7.88M +405,156 +1,134%
HA
24
Heartland Advisors
Wisconsin
$6.86M +$1.1M +56,471 +17%
Principal Financial Group
25
Principal Financial Group
Iowa
$6.44M -$370K -19,044 -5%

EPAC Hedge Fund Activity: Q3 2022 in Review

173 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q3 2022, worth a combined $1B — down 11% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EPAC positions and 8 closed out — a net gain of 25 holders — while 53 added to existing stakes and 64 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $7.88M. The largest seller was T. Rowe Price Associates, cutting an estimated $122M.

  • 173 institutional investors held Enerpac Tool Group (EPAC) as of Q3 2022, up from 149 in Q2 2022.
  • Funds reported $1B of Enerpac Tool Group stock for Q3 2022, down 11% quarter-over-quarter.
  • 33 funds opened new Enerpac Tool Group positions in Q3 2022 and 8 closed out, a net change of +25 holders.
  • The largest Enerpac Tool Group buyer in Q3 2022 was Citadel Advisors, an estimated $7.88M added.
  • The largest Enerpac Tool Group seller in Q3 2022 was T. Rowe Price Associates, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2022.