EPAC icon

Enerpac Tool Group
EPAC

Overview Fund Activity

242 hedge funds and large institutions have $2.27B invested in Enerpac Tool Group in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 42 closing their positions.

Holders
242
Holders Change
+10
Holders Change %
+4.31%
% of All Funds
3.22%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
52
Increased
72
Reduced
80
Closed
42
Calls
$616K
Puts
$197K
Net Calls
+$419K
Net Calls Change
-$305K

Top Buyers

1
GKIM
1
GW&K Investment Management
Massachusetts
$21.4M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$20.4M
3
Wells Fargo
3
Wells Fargo
California
$16.8M
4
Ameriprise
4
Ameriprise
Minnesota
$22M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$89.9M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$50.1M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$61.3M
3
CB
3
Cooke & Bieler
Pennsylvania
$44.7M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$90.8M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$25.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$349M 8,503,198 +189,902 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$251M 6,120,411 +10,915 +0.2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$205M 4,980,906 +117,203 +2%
Capital International Investors
4
Capital International Investors
California
$179M 4,347,380 – –
State Street
5
State Street
Massachusetts
$98.9M 2,407,722 +14,250 +0.6%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$90.8M 2,209,176 -145,897 -6%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$89.9M 2,188,883 +320,785 +17%
Jennison Associates
8
Jennison Associates
New York
$84.3M 2,052,095 -99,979 -5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$62.3M 1,516,887 -21,376 -1%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$61.3M 1,490,674 -516,826 -26%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$50.9M 1,237,336 +1,077 +0.1%
CIP
12
Champlain Investment Partners
Vermont
$50.1M 1,218,077 -831,884 -41%
CB
13
Cooke & Bieler
Pennsylvania
$44.7M 1,088,476 -266,146 -20%
SAM
14
Southernsun Asset Management
Tennessee
$34.7M 843,394 -114,992 -12%
Morgan Stanley
15
Morgan Stanley
New York
$25.8M 626,954 -5,271 -0.8%
Charles Schwab
16
Charles Schwab
California
$25.7M 626,058 +4,602 +0.7%
Northern Trust
17
Northern Trust
Illinois
$25.4M 617,474 +60,905 +11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$25.3M 616,499 -130,908 -18%
Invesco
19
Invesco
Georgia
$23.6M 574,894 +161,794 +39%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$23.4M 569,683 -57,261 -9%
Ameriprise
21
Ameriprise
Minnesota
$22M 535,310 +373,372 +231%
GKIM
22
GW&K Investment Management
Massachusetts
$21.4M 521,803 +521,803 New
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$20.4M 495,282 +452,641 +1,062%
BAMCO Inc
24
BAMCO Inc
New York
$16.9M 410,369 – –
Wells Fargo
25
Wells Fargo
California
$16.8M 409,263 +389,121 +1,932%
1
2 3 4 5