Enerpac Tool Group
EPAC
182 hedge funds and large institutions have $1.48B invested in Enerpac Tool Group in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 68 reducing their positions, and 17 closing their positions.
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
2% more funds holding
Funds holding: 179 → 182 (+3)
2% more capital invested
Capital invested by funds: $1.44B → $1.48B (+$31M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less call options, than puts
Call options by funds: $289K | Put options by funds: $307K
1.64% less ownership
Funds ownership: 99.06% → 97.42% (-1.6%)
13% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$18.7M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$3.44M |
| 3 |
Morgan Stanley
New York
|
+$2.52M |
| 4 |
MIIM
Mesirow Institutional Investment Management
Chicago,
Illinois
|
+$2.07M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
-$32.9M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$25.7M |
| 3 |
Millennium Management
New York
|
-$6.81M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$5.04M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$3.25M |
EPAC Hedge Fund Activity: Q2 2023 in Review
182 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q2 2023, worth a combined $1.48B — up 2.1% from $1.44B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new EPAC positions and 17 closed out — a net gain of 3 holders — while 59 added to existing stakes and 68 trimmed.
The largest buyer was Jennison Associates, adding an estimated $18.7M. The largest seller was Pzena Investment Management, cutting an estimated $32.9M.
- 182 institutional investors held Enerpac Tool Group (EPAC) as of Q2 2023, up from 179 in Q1 2023.
- Funds reported $1.48B of Enerpac Tool Group stock for Q2 2023, up 2.1% quarter-over-quarter.
- 20 funds opened new Enerpac Tool Group positions in Q2 2023 and 17 closed out, a net change of +3 holders.
- The largest Enerpac Tool Group buyer in Q2 2023 was Jennison Associates, an estimated $18.7M added.
- The largest Enerpac Tool Group seller in Q2 2023 was Pzena Investment Management, an estimated $32.9M sold.
Based on aggregated 13F filings for Q2 2023.