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Enerpac Tool Group

234 hedge funds and large institutions have $2.28B invested in Enerpac Tool Group in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 68 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,905% more call options, than puts

Call options by funds: $762K | Put options by funds: $38K

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

9% more capital invested

Capital invested by funds: $2.08B → $2.28B (+$194M)

7% more funds holding

Funds holding: 219234 (+15)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.41% less ownership

Funds ownership: 100.47%100.06% (-0.41%)

25% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 91

Holders
234
Holders Change
+15
Holders Change %
+6.85%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
68
Reduced
91
Closed
22
Calls
$762K
Puts
$38K
Net Calls
+$724K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$348M +$2.7M +67,222 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$256M +$1.22M +30,371 +0.5%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$204M +$33.3M +829,447 +21%
Capital International Investors
4
Capital International Investors
California
$182M
State Street
5
State Street
Massachusetts
$100M +$13.5M +336,323 +16%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$98.7M -$943K -23,525 -1%
Jennison Associates
7
Jennison Associates
New York
$90.2M -$815K -20,328 -0.9%
CIP
8
Champlain Investment Partners
Vermont
$85.9M -$43.1M -1,075,459 -34%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$84.1M -$1.16M -28,930 -1%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$78.3M +$371K +9,241 +0.5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$64.4M -$150K -3,737 -0.2%
CB
12
Cooke & Bieler
Pennsylvania
$56.7M -$1.22M -30,330 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$51.8M +$844K +21,056 +2%
SAM
14
Southernsun Asset Management
Tennessee
$40.1M -$6.22M -155,065 -14%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$31.3M -$2.33M -58,190 -7%
Morgan Stanley
16
Morgan Stanley
New York
$26.5M +$3.49M +86,917 +16%
N
17
Nuveen
North Carolina
$26.3M -$2.44M -60,833 -9%
Charles Schwab
18
Charles Schwab
California
$26M +$277K +6,903 +1%
Northern Trust
19
Northern Trust
Illinois
$23.3M +$47.7K +1,189 +0.2%
KCM
20
Kennedy Capital Management
Missouri
$17.8M -$5.85M -145,837 -26%
Invesco
21
Invesco
Georgia
$17.3M +$4.93M +123,029 +42%
BAMCO Inc
22
BAMCO Inc
New York
$17.2M
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$14.2M -$5.03M -125,463 -27%
MIIM
24
Mesirow Institutional Investment Management
Illinois
$13.1M +$388K +9,685 +3%
LI
25
Leeward Investments
Massachusetts
$12.5M -$40.3K -1,005 -0.3%

EPAC Hedge Fund Activity: Q3 2024 in Review

234 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q3 2024, worth a combined $2.28B — up 9.3% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EPAC positions and 22 closed out — a net gain of 16 holders — while 68 added to existing stakes and 91 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $33.3M. The largest seller was Champlain Investment Partners, cutting an estimated $43.1M.

  • 234 institutional investors held Enerpac Tool Group (EPAC) as of Q3 2024, up from 219 in Q2 2024.
  • Funds reported $2.28B of Enerpac Tool Group stock for Q3 2024, up 9.3% quarter-over-quarter.
  • 38 funds opened new Enerpac Tool Group positions in Q3 2024 and 22 closed out, a net change of +16 holders.
  • The largest Enerpac Tool Group buyer in Q3 2024 was Kayne Anderson Rudnick Investment Management, an estimated $33.3M added.
  • The largest Enerpac Tool Group seller in Q3 2024 was Champlain Investment Partners, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2024.