Enerpac Tool Group Ownership 2024 | Who Owns Enerpac Tool Group Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

97.21%

Insider Ownership

0.91%

Retail Ownership

1.88%

Institutional Holders

212.00

Enerpac Tool Group Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.15.35%0.01%8,322,060-103,187-1.22%296,764,661Mar 31, 2024
VANGUARD GROUP INC11.45%0.00%6,209,298-128,219-2.02%221,423,567Mar 31, 2024
CAPITAL INTERNATIONAL INVESTORS8.02%0.03%4,347,380--155,027,571Mar 31, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC5.89%0.65%3,191,590186,3356.20%113,812,099Mar 31, 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC4.59%0.30%2,487,514-20,867-0.83%88,704,749Mar 31, 2024
JENNISON ASSOCIATES LLC4.55%0.06%2,468,722-275,741-10.05%88,034,626Mar 31, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.4.43%0.05%2,403,282-953,538-28.41%85,702,000Mar 31, 2024
STATE STREET CORP3.84%0.00%2,081,05840,6641.99%74,210,528Mar 31, 2024
COOKE & BIELER LP3.08%0.55%1,668,397190,48412.89%59,495,037Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP2.75%0.01%1,488,945-58,572-3.78%53,095,779Mar 31, 2024
NEUBERGER BERMAN GROUP LLC2.52%0.04%1,365,127221,09319.33%48,675,331Mar 31, 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2.41%0.11%1,307,9631,307,963100.00%46,641,960,000Mar 31, 2024
SOUTHERNSUN ASSET MANAGEMENT, LLC2.19%4.72%1,189,550-104,865-8.10%42,419,353Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.18%0.00%1,184,16335,2053.06%42,233,561Mar 31, 2024
BANK OF NEW YORK MELLON CORP1.84%0.01%995,87463,7376.84%35,512,866Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC1.28%0.01%693,5137,5091.09%24,730,674Mar 31, 2024
NORTHERN TRUST CORP1.11%0.00%602,217-15,356-2.49%21,475,059Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.11%0.00%600,96013,2692.26%21,430,234Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC1.10%0.44%594,327109,46322.58%21,193,701Mar 31, 2024
MORGAN STANLEY1.05%0.00%568,151-92,664-14.02%20,260,308Mar 31, 2024

Enerpac Tool Group's largest institutional shareholder is BLACKROCK INC., holding 15.35% of the company's total share outstanding, currently valued at $296.76M. The top 10 institutional shareholders own together 63.95% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SOUTHERNSUN ASSET MANAGEMENT, LLC2.19%4.72%1,189,550-104,865-8.10%42,419,353Mar 31, 2024
RK CAPITAL MANAGEMENT, LLC0.77%3.01%417,700164,80065.16%14,895,182Mar 31, 2024
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.0.80%1.37%433,065-74,342-14.65%15,443,098Mar 31, 2024
MANATUCK HILL PARTNERS, LLC0.14%1.18%75,00025,00050.00%2,674,500Mar 31, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC5.89%0.65%3,191,590186,3356.20%113,812,099Mar 31, 2024
KINGDON CAPITAL MANAGEMENT, L.L.C.0.28%0.58%150,000150,000100.00%5,349,000Mar 31, 2024
COOKE & BIELER LP3.08%0.55%1,668,397190,48412.89%59,495,037Mar 31, 2024
CHESAPEAKE CAPITAL CORP /IL/0.03%0.50%18,846-6,554-25.80%672,048Mar 31, 2024
LEEWARD INVESTMENTS, LLC - MA0.52%0.45%284,535-12,223-4.12%10,146,518Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC1.10%0.44%594,327109,46322.58%21,193,701Mar 31, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.0.27%0.41%146,80011,6208.60%5,234,888Mar 31, 2024
LISANTI CAPITAL GROWTH, LLC0.09%0.40%46,10546,105100.00%1,644,104Mar 31, 2024
HEARTLAND ADVISORS INC0.34%0.35%185,641-23,974-11.44%6,619,958Mar 31, 2024
SEGALL BRYANT & HAMILL, LLC0.94%0.34%510,414-21,473-4.04%18,201,363Mar 31, 2024
ANDINA CAPITAL MANAGEMENT, LLC0.02%0.30%10,93910,939100.00%390,085Mar 31, 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC4.59%0.30%2,487,514-20,867-0.83%88,704,749Mar 31, 2024
CENTERBOOK PARTNERS LP0.17%0.22%91,07029,50047.91%3,247,556Mar 31, 2024
OBERWEIS ASSET MANAGEMENT INC/0.14%0.20%77,3006,0008.42%2,756,518Mar 31, 2024
KEELEY-TETON ADVISORS, LLC0.08%0.18%41,900--1,494,154Mar 31, 2024
COUNTERPOINT MUTUAL FUNDS LLC0.04%0.17%19,22119,221100.00%685,421Mar 31, 2024

The largest Enerpac Tool Group shareholder by % of total assets is SOUTHERNSUN ASSET MANAGEMENT, LLC. The company owns 1.19M shares of Enerpac Tool Group (EPAC), representing 4.72% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2.41%0.11%1,307,9631,307,963100.00%46,641,960,000Mar 31, 2024
NEUBERGER BERMAN GROUP LLC2.52%0.04%1,365,127221,09319.33%48,675,331Mar 31, 2024
COOKE & BIELER LP3.08%0.55%1,668,397190,48412.89%59,495,037Mar 31, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC5.89%0.65%3,191,590186,3356.20%113,812,099Mar 31, 2024
RK CAPITAL MANAGEMENT, LLC0.77%3.01%417,700164,80065.16%14,895,182Mar 31, 2024
KINGDON CAPITAL MANAGEMENT, L.L.C.0.28%0.58%150,000150,000100.00%5,349,000Mar 31, 2024
ROYAL BANK OF CANADA0.27%0.00%146,672129,545756.38%5,230,000Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC1.10%0.44%594,327109,46322.58%21,193,701Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.20%0.02%108,94668,677170.55%3,885,014Mar 31, 2024
BANK OF NEW YORK MELLON CORP1.84%0.01%995,87463,7376.84%35,512,866Mar 31, 2024
DEUTSCHE BANK AG\0.31%0.00%166,43558,02553.52%5,935,072Mar 31, 2024
LISANTI CAPITAL GROWTH, LLC0.09%0.40%46,10546,105100.00%1,644,104Mar 31, 2024
FMR LLC0.12%0.00%64,19742,268192.75%2,289,278Mar 31, 2024
WOLVERINE ASSET MANAGEMENT LLC0.08%0.02%42,00042,000100.00%1,497,719Mar 31, 2024
STATE STREET CORP3.84%0.00%2,081,05840,6641.99%74,210,528Mar 31, 2024
STATE OF WISCONSIN INVESTMENT BOARD0.12%0.01%64,86640,245163.46%2,313,122Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.07%0.00%39,05239,052100.00%1,393,000Mar 31, 2024
ZACKS INVESTMENT MANAGEMENT0.07%0.01%36,30236,302100.00%1,294,518Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.18%0.00%1,184,16335,2053.06%42,233,561Mar 31, 2024
BANK OF AMERICA CORP /DE/0.22%0.00%121,10532,34436.44%4,318,605,000Mar 31, 2024

As of Mar 31 2024, Enerpac Tool Group's largest institutional buyer is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC. The company purchased 1.31M stocks of EPAC, valued at $46.64B.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.4.43%0.05%2,403,282-953,538-28.41%85,702,000Mar 31, 2024
JENNISON ASSOCIATES LLC4.55%0.06%2,468,722-275,741-10.05%88,034,626Mar 31, 2024
VANGUARD GROUP INC11.45%0.00%6,209,298-128,219-2.02%221,423,567Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.07%0.00%39,697-125,920-76.03%1,415,595Mar 31, 2024
SOUTHERNSUN ASSET MANAGEMENT, LLC2.19%4.72%1,189,550-104,865-8.10%42,419,353Mar 31, 2024
BLACKROCK INC.15.35%0.01%8,322,060-103,187-1.22%296,764,661Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.14%0.00%76,969-100,400-56.61%2,745,000Mar 31, 2024
MORGAN STANLEY1.05%0.00%568,151-92,664-14.02%20,260,308Mar 31, 2024
CITADEL ADVISORS LLC0.06%0.00%34,265-87,882-71.95%1,221,889Mar 31, 2024
AQR CAPITAL MANAGEMENT LLC0.11%0.00%59,829-76,941-56.26%2,133,503Mar 31, 2024
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.0.80%1.37%433,065-74,342-14.65%15,443,098Mar 31, 2024
TWO SIGMA ADVISERS, LP0.03%0.00%16,000-61,400-79.33%570,560Mar 31, 2024
HRT FINANCIAL LP----61,166-100.00%-Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP2.75%0.01%1,488,945-58,572-3.78%53,095,779Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----57,422-100.00%-Mar 31, 2024
D. E. SHAW & CO., INC.0.81%0.01%438,561-54,652-11.08%15,639,085Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.27%0.01%148,525-43,681-22.73%5,296,402Mar 31, 2024
TWO SIGMA INVESTMENTS, LP0.03%0.00%15,714-39,483-71.53%560,361Mar 31, 2024
BARCLAYS PLC0.11%0.00%58,590-37,247-38.86%2,089,000Mar 31, 2024
INVESCO LTD.0.39%0.00%211,053-36,709-14.82%7,526,150Mar 31, 2024

As of Mar 31 2024, Enerpac Tool Group's biggest institutional seller is T. ROWE PRICE INVESTMENT MANAGEMENT, INC.. The company sold -0.95M shares of EPAC, valued at $85.70M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2.41%0.11%1,307,9631,307,963100.00%46,641,960,000Mar 31, 2024
KINGDON CAPITAL MANAGEMENT, L.L.C.0.28%0.58%150,000150,000100.00%5,349,000Mar 31, 2024
LISANTI CAPITAL GROWTH, LLC0.09%0.40%46,10546,105100.00%1,644,104Mar 31, 2024
WOLVERINE ASSET MANAGEMENT LLC0.08%0.02%42,00042,000100.00%1,497,719Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.07%0.00%39,05239,052100.00%1,393,000Mar 31, 2024
ZACKS INVESTMENT MANAGEMENT0.07%0.01%36,30236,302100.00%1,294,518Mar 31, 2024
JEFFERIES FINANCIAL GROUP INC.0.06%0.01%29,79229,792100.00%1,062,383Mar 31, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC0.04%0.02%23,17623,176100.00%826,456Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.0.04%0.00%20,57820,578100.00%733,811Mar 31, 2024
COUNTERPOINT MUTUAL FUNDS LLC0.04%0.17%19,22119,221100.00%685,421Mar 31, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.03%0.03%17,79717,797100.00%634,641Mar 31, 2024
CAPTRUST FINANCIAL ADVISORS0.03%0.00%17,09217,092100.00%609,501Mar 31, 2024
CENTRAL PACIFIC BANK - TRUST DIVISION0.03%0.07%16,33816,338100.00%579,999Mar 31, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD0.03%0.05%13,65813,658100.00%487,000Mar 31, 2024
DAIWA SECURITIES GROUP INC.0.02%0.00%11,53211,532100.00%411,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.02%0.00%11,30011,300100.00%402,958Mar 31, 2024
ANDINA CAPITAL MANAGEMENT, LLC0.02%0.30%10,93910,939100.00%390,085Mar 31, 2024
UNISUPER MANAGEMENT PTY LTD0.02%0.00%10,22810,228100.00%364,730Mar 31, 2024
XTX TOPCO LTD0.01%0.03%7,2467,246100.00%258,392Mar 31, 2024
LEGATO CAPITAL MANAGEMENT LLC0.01%0.03%6,9756,975100.00%248,728Mar 31, 2024
INCEPTIONR LLC0.01%0.06%6,8276,827100.00%243,451Mar 31, 2024
PICTET ASSET MANAGEMENT HOLDING SA0.01%0.00%6,6756,675100.00%238,030Mar 31, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC0.01%0.02%6,4676,467100.00%230,613Mar 31, 2024
FOUNDRY PARTNERS, LLC0.01%0.01%6,3256,325100.00%225,549Mar 31, 2024
JOHNSON FINANCIAL GROUP, INC.0.01%0.01%6,2756,275100.00%223,767,000Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.01%0.00%4,3434,343100.00%154,177,000Mar 31, 2024
0.00%0.00%2,3512,351100.00%83,837Mar 31, 2024
PEAK6 INVESTMENTS LLC0.00%0.00%1,8001,800100.00%64,188Mar 31, 2024
POINT72 HONG KONG LTD0.00%0.00%1,7001,700100.00%60,622Mar 31, 2024
GLADIUS CAPITAL MANAGEMENT LP0.00%0.01%1,0901,090100.00%38,870Mar 31, 2024
USA FINANCIAL PORTFORMULAS CORP0.00%0.00%748748100.00%26,674Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC0.00%0.00%118118100.00%4,207Mar 31, 2024
CONTINUUM ADVISORY, LLC0.00%0.00%4747100.00%1,764,000Mar 31, 2024
HUNTINGTON NATIONAL BANK0.00%-3939100.00%1,391Mar 31, 2024
UMB BANK, N.A.--2121100.00%749Mar 31, 2024
COVESTOR LTD-0.00%1414100.00%1,000Mar 31, 2024

Enerpac Tool Group's largest new institutional shareholder by number of shares is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, purchased 1.31M shares, valued at $46.64B, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HRT FINANCIAL LP----61,166-100.00%-Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----57,422-100.00%-Mar 31, 2024
EDGESTREAM PARTNERS, L.P.----20,751-100.00%-Mar 31, 2024
SEMANTEON CAPITAL MANAGEMENT, LP----12,116-100.00%-Mar 31, 2024
VERITION FUND MANAGEMENT LLC----10,442-100.00%-Mar 31, 2024
THOROUGHBRED FINANCIAL SERVICES, LLC----7,900-100.00%-Mar 31, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----7,652-100.00%-Mar 31, 2024
FOX RUN MANAGEMENT, L.L.C.----7,488-100.00%-Mar 31, 2024
SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)----6,900-100.00%-Mar 31, 2024
GUGGENHEIM CAPITAL LLC----6,859-100.00%-Mar 31, 2024
WEST TOWER GROUP, LLC----1,497-100.00%-Mar 31, 2024
ADVISORY SERVICES NETWORK, LLC----737-100.00%-Mar 31, 2024
BOKF, NA----84-100.00%-Mar 31, 2024
RONALD BLUE TRUST, INC.----49-100.00%-Mar 31, 2024

Enerpac Tool Group's largest sold out institutional shareholder by shares sold is HRT FINANCIAL LP, sold -61.17K shares, valued at -, as of undefined.

Enerpac Tool Group Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
GREENSPRING FUND INC7.44%1,037,000--Jun 30, 2023
AMG FUNDS2.29%255,980--Jan 31, 2024
AMG FUNDS2.11%235,872--Jan 31, 2024
LONGLEAF PARTNERS FUNDS TRUST0.89%5,312,436--Mar 31, 2024
STATE STREET INSTITUTIONAL FUNDS0.67%611,394103,10920.29%Dec 31, 2023
BNY MELLON VARIABLE INVESTMENT FUND0.59%141,89446,35048.51%Mar 31, 2024
Intrepid Capital Management Funds Trust0.41%4,788,000--Dec 31, 2023
T. Rowe Price Small-Cap Stock Fund, Inc.0.41%1,531,900-124,400-7.51%Dec 31, 2023
HEARTLAND GROUP INC0.31%175,000-25,000-12.50%Mar 31, 2024
PRUDENTIAL JENNISON SMALL CO FUND, INC.0.28%1,308,04676,5986.22%Dec 29, 2023
ALPS Series Trust0.17%1,455,000--Dec 31, 2023
PRUDENTIAL JENNISON BLEND FUND, INC.0.16%102,248-14,390-12.34%Feb 29, 2024
RBB Fund Trust0.15%150,000--Feb 29, 2024
NEUBERGER BERMAN EQUITY FUNDS0.10%944,586523,795124.48%Feb 29, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.09%57,707--Feb 29, 2024
OBERWEIS FUNDS0.09%71,30071,300-Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.08%40,640--Dec 31, 2023
VANGUARD ADMIRAL FUNDS0.07%315,663-2,175-0.68%Feb 29, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.07%39,670--Mar 31, 2024
SMALLCAP WORLD FUND INC0.07%4,347,380118,6912.81%Dec 31, 2023
Mairs & Power Funds Trust0.07%258,818-89,392-25.67%Mar 31, 2022
TETON WESTWOOD FUNDS0.06%41,900--Dec 29, 2023
T. Rowe Price Small-Cap Value Fund, Inc.0.06%456,961--Dec 31, 2023
Zacks Trust0.06%5,4695,469-Feb 29, 2024
UNDISCOVERED MANAGERS FUNDS0.05%366,636--Dec 31, 2023
BNY MELLON INDEX FUNDS, INC.0.05%54,662-10,208-15.74%Jan 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.05%26,672-453-1.67%Mar 31, 2024
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST0.04%67,862-188-0.28%Mar 31, 2024
T. Rowe Price Equity Funds, Inc.0.04%709,942-66,200-8.53%Dec 31, 2023
AMG FUNDS III0.04%6,550--Feb 29, 2024
ADVISORS' INNER CIRCLE FUND0.04%523,591--Jan 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.04%291,600--Dec 31, 2023
SARATOGA ADVANTAGE TRUST0.02%1,4111,411-Feb 29, 2024
Federated Hermes MDT Series0.02%56,487--Jan 31, 2024
BNY Mellon Strategic Funds, Inc.0.02%46,785--Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.02%8,265-187-2.21%Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.02%70,671-32,570-31.55%Jan 31, 2024
SYNTAX ETF TRUST0.02%578-35-5.71%Dec 31, 2023
QUANTITATIVE MASTER SERIES LLC0.02%99,1503,5053.66%Dec 31, 2023
CLEARWATER INVESTMENT TRUST0.01%131,705--Dec 29, 2023
VANGUARD INDEX FUNDS0.01%5,656,700780,04816.00%Dec 31, 2023
Vericimetry Funds0.01%1,250--Dec 31, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.01%27,147--Dec 31, 2023
SEI Catholic Values Trust0.01%25,912--Feb 29, 2024
Nushares ETF Trust0.01%67,36355,585471.94%Jan 31, 2024
VANGUARD WHITEHALL FUNDS0.01%850,425--Jan 31, 2024
CLEARWATER INVESTMENT TRUST0.01%79,2055,0006.74%Dec 29, 2023
Segall Bryant & Hamill Trust0.01%154,3235,1473.45%Dec 31, 2023
VANGUARD HORIZON FUNDS0.01%143,22671,613100.00%Dec 31, 2023
GABELLI EQUITY SERIES FUNDS INC0.01%5,000--Dec 29, 2023
VANGUARD EXPLORER FUND0.01%67,758--Jan 31, 2024
OLD WESTBURY FUNDS INC0.01%700,000189,87037.22%Jan 31, 2024
HOTCHKIS & WILEY FUNDS /DE/0.00%54,80011,40026.27%Dec 31, 2023
TIAA SEPARATE ACCOUNT VA 10.00%1,030--Dec 31, 2023
WILLIAM BLAIR FUNDS0.00%391,597--Dec 31, 2023
MML SERIES INVESTMENT FUND0.00%36,491--Dec 31, 2023
FundVantage Trust0.00%17,755--Jan 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%17,0402,63918.33%Dec 31, 2023
T. Rowe Price Spectrum Funds II, Inc.0.00%51,538-17,277-25.11%Feb 29, 2024
T. Rowe Price Quantitative Management Funds, Inc.0.00%13,019--Dec 31, 2023
VANGUARD QUANTITATIVE FUNDS0.00%25,60017,412212.65%Dec 31, 2023
SHELTON FUNDS0.00%4,891--Feb 29, 2024
HARBOR FUNDS0.00%65,699--Jan 31, 2024
MFS SERIES TRUST XIII0.00%207,138--Feb 29, 2024
TIAA-CREF LIFE FUNDS0.00%6,5771,96442.58%Dec 31, 2023
Calvert Variable Products, Inc.0.00%5,712--Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%482,3463,2460.68%Feb 29, 2024
SCHWAB STRATEGIC TRUST0.00%399,9205,7441.46%Feb 29, 2024
PRAXIS MUTUAL FUNDS0.00%19,940--Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND II0.00%23,29318,696406.70%Dec 31, 2023
TIMOTHY PLAN0.00%7,512--Mar 31, 2024
FIDELITY COVINGTON TRUST0.00%20,5629,68088.95%Feb 29, 2024
SHELTON FUNDS0.00%2,448-292-10.66%Feb 29, 2024
MML SERIES INVESTMENT FUND0.00%13,658--Dec 31, 2023
Advisors' Inner Circle Fund II0.00%1,245,000--Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%43,520-806-1.82%Dec 31, 2023
STEWARD FUNDS, INC.0.00%3,220--Jan 31, 2024
STEWARD FUNDS, INC.0.00%3,220--Jan 31, 2024
BNY MELLON FUNDS TRUST0.00%90,82590,825-Feb 29, 2024
VANGUARD TAX-MANAGED FUNDS0.00%424,914-13,957-3.18%Dec 31, 2023
DFA INVESTMENT DIMENSIONS GROUP INC0.00%1,281,578290,08229.26%Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%35,260--Dec 31, 2023
DIMENSIONAL INVESTMENT GROUP INC0.00%17,200--Jan 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%98,8085,3015.67%Jan 31, 2024
RYDEX VARIABLE TRUST0.00%1,3941,3604000.00%Dec 31, 2023
TOUCHSTONE FUNDS GROUP TRUST0.00%28,720-436-1.50%Dec 31, 2023
TOUCHSTONE FUNDS GROUP TRUST0.00%28,072--Dec 31, 2023
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%3,781--Dec 31, 2023
T. Rowe Price Index Trust, Inc.0.00%16,857--Feb 29, 2024
T. Rowe Price Equity Series, Inc.0.00%1,538-158-9.32%Dec 31, 2023
Brinker Capital Destinations Trust0.00%56,437-4,548-7.46%Feb 29, 2024
Voya VARIABLE PORTFOLIOS INC0.00%27,326--Dec 31, 2023
VANGUARD VARIABLE INSURANCE FUNDS0.00%45,070-3,044-6.33%Dec 31, 2023
SunAmerica Specialty Series0.00%447--Apr 30, 2021
FIRST TRUST EXCHANGE-TRADED FUND VI0.00%3,5592648.01%Dec 31, 2023
SA FUNDS INVESTMENT TRUST0.00%12,314--Dec 31, 2023
Dimensional ETF Trust0.00%328,083-5,071-1.52%Jan 31, 2024
Catholic Responsible Investments Funds0.00%26,850-1,422-5.03%Jan 31, 2024
PRUDENTIAL SERIES FUND0.00%57,446-3,050-5.04%Dec 29, 2023
PRUDENTIAL SERIES FUND0.00%56,884--Dec 29, 2023

Enerpac Tool Group's largest mutual fund holder by % of total assets is "GREENSPRING FUND INC", owning 1.04M shares, compromising 7.44% of its total assets.

Enerpac Tool Group Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 242129.84%
31 Dec, 231939.66%
30 Sep, 23176-2.22%
30 Jun, 231801.12%
31 Mar, 23178-7.77%
31 Dec, 2219313.53%
30 Sep, 2217018.06%
30 Jun, 22144-1.37%
31 Mar, 22146-
31 Dec, 21146-
30 Sep, 211465.04%
30 Jun, 211390.72%
31 Mar, 21138-2.13%
31 Dec, 201412.92%
30 Sep, 20137-12.74%
30 Jun, 201576.80%
31 Mar, 201471030.77%
31 Dec, 1913-

As of 31 Mar 24, 212 institutions are holding Enerpac Tool Group's shares, representing an increase of 9.84% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2452,700,652-0.01%
31 Dec, 2352,707,683-0.74%
30 Sep, 2353,098,390-1.87%
30 Jun, 2354,108,700-4.46%
31 Mar, 2356,637,5481.54%
31 Dec, 2255,778,533-0.83%
30 Sep, 2256,245,834-4.98%
30 Jun, 2259,193,533-3.45%
31 Mar, 2261,310,4893.36%
31 Dec, 2159,319,630-0.43%
30 Sep, 2159,576,551-1.94%
30 Jun, 2160,756,0920.04%
31 Mar, 2160,729,964-1.30%
31 Dec, 2061,531,1371.30%
30 Sep, 2060,738,5111.69%
30 Jun, 2059,726,441-2.54%
31 Mar, 2061,281,3233320.98%
31 Dec, 191,791,337-

Enerpac Tool Group (EPAC) has 52.70M shares outstanding as of 31 Mar 24, down -0.01% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2497.21%1.04%
31 Dec, 2396.66%1.10%
30 Sep, 2393.68%1.04%
30 Jun, 2394.84%0.96%
31 Mar, 2399.29%1.03%
31 Dec, 2298.05%1.03%
30 Sep, 2297.78%1.01%
30 Jun, 2298.28%0.95%
31 Mar, 22101.53%1.05%
31 Dec, 2198.44%1.00%
30 Sep, 2199.25%0.97%
30 Jun, 21101.02%0.98%
31 Mar, 21101.32%0.96%
31 Dec, 20102.88%1.00%
30 Sep, 20101.62%1.02%
30 Jun, 2099.83%0.96%
31 Mar, 20101.91%1148.33%
31 Dec, 192.98%-

As of 31 Mar 24, Enerpac Tool Group is held by 97.21% institutional shareholders, representing a 1.04% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 24962.13%
31 Dec, 239438.24%
30 Sep, 2368-15.00%
30 Jun, 23805.26%
31 Mar, 2376-19.15%
31 Dec, 229410.59%
30 Sep, 228546.55%
30 Jun, 2258-30.12%
31 Mar, 228322.06%
31 Dec, 21686.25%
30 Sep, 216433.33%
30 Jun, 2148-31.43%
31 Mar, 217034.62%
31 Dec, 2052-5.45%
30 Sep, 2055-33.73%
30 Jun, 2083-39.86%
31 Mar, 20138961.54%
31 Dec, 1913-

96 institutional shareholders have increased their position in EPAC stock as of 31 Mar 24 compared to 94 in the previous quarter (a 2.13% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 248833.33%
31 Dec, 2366-14.29%
30 Sep, 237718.46%
30 Jun, 2365-2.99%
31 Mar, 2367-5.63%
31 Dec, 227112.70%
30 Sep, 226310.53%
30 Jun, 225739.02%
31 Mar, 2241-22.64%
31 Dec, 215310.42%
30 Sep, 2148-17.24%
30 Jun, 215826.09%
31 Mar, 2146-23.33%
31 Dec, 206017.65%
30 Sep, 20514.08%
30 Jun, 2049716.67%
31 Mar, 206-
31 Dec, 19--

88 institutional shareholders have reduced their position in EPAC stock as of 31 Mar 24 compared to 66 in the previous quarter (a 33.33% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 242129.84%52,700,652-0.01%97.21%1.04%962.13%8833.33%
31 Dec, 231939.66%52,707,683-0.74%96.66%1.10%9438.24%66-14.29%
30 Sep, 23176-2.22%53,098,390-1.87%93.68%1.04%68-15.00%7718.46%
30 Jun, 231801.12%54,108,700-4.46%94.84%0.96%805.26%65-2.99%
31 Mar, 23178-7.77%56,637,5481.54%99.29%1.03%76-19.15%67-5.63%
31 Dec, 2219313.53%55,778,533-0.83%98.05%1.03%9410.59%7112.70%
30 Sep, 2217018.06%56,245,834-4.98%97.78%1.01%8546.55%6310.53%
30 Jun, 22144-1.37%59,193,533-3.45%98.28%0.95%58-30.12%5739.02%
31 Mar, 22146-61,310,4893.36%101.53%1.05%8322.06%41-22.64%
31 Dec, 21146-59,319,630-0.43%98.44%1.00%686.25%5310.42%
30 Sep, 211465.04%59,576,551-1.94%99.25%0.97%6433.33%48-17.24%
30 Jun, 211390.72%60,756,0920.04%101.02%0.98%48-31.43%5826.09%
31 Mar, 21138-2.13%60,729,964-1.30%101.32%0.96%7034.62%46-23.33%
31 Dec, 201412.92%61,531,1371.30%102.88%1.00%52-5.45%6017.65%
30 Sep, 20137-12.74%60,738,5111.69%101.62%1.02%55-33.73%514.08%
30 Jun, 201576.80%59,726,441-2.54%99.83%0.96%83-39.86%49716.67%
31 Mar, 201471030.77%61,281,3233320.98%101.91%1148.33%138961.54%6-
31 Dec, 1913-1,791,337-2.98%-13---

Enerpac Tool Group Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 08, 2024Burns Patrick Shannonofficer Head of Financial PlanningSell---1,968
Mar 07, 2024Dawson Patrick Jamesofficer Corporate ControllerSell---1,605
Feb 16, 2024Topercer Benjamin Jamesofficer EVP - Chief HR OfficerF-InKindSell5,036$32.61$164.22K46,185
Jan 29, 2024Sternlieb Paulofficer President and CEOF-InKindSell5,588$31.81$177.75K330,916
Jan 29, 2024Denis Jamesofficer EVP, GC and SecretaryF-InKindSell393$31.81$12.50K14,869
Jan 23, 2024Denis Jamesofficer EVP, GC and SecretaryF-InKindSell513$29.94$15.36K15,262
Jan 23, 2024Altavilla Alfredodirector-F-InKindSell1,121$29.94$33.56K27,768

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 18, 2024Burns Patrick Shannonofficer Head of Financial PlanningA-AwardBuy4,373--6,341
Mar 18, 2024Dawson Patrick Jamesofficer Corporate ControllerA-AwardBuy2,915--4,520
Mar 08, 2024Burns Patrick Shannonofficer Head of Financial PlanningSell---1,968
Mar 07, 2024Dawson Patrick Jamesofficer Corporate ControllerSell---1,605
Feb 20, 2024Cunningham Danny Ldirector-A-AwardBuy2,533--26,883
Feb 20, 2024MINELLA LYNN Cdirector-A-AwardBuy2,763--8,913
Feb 16, 2024Topercer Benjamin Jamesofficer EVP - Chief HR OfficerF-InKindSell5,036$32.61$164.22K46,185
Jan 29, 2024Simmons Sidney S. IIdirector-A-AwardBuy3,785--34,705
Jan 29, 2024Holder Richard Ddirector-A-AwardBuy3,785--38,219
Jan 29, 2024Clarkson J. Palmerdirector-A-AwardBuy3,785--32,388
Jan 29, 2024MINELLA LYNN Cdirector-A-AwardBuy3,785--14,601
Jan 29, 2024Ferland E James Jrdirector-A-AwardBuy6,940--86,047
Jan 29, 2024Altmaier Judy Ldirector-A-AwardBuy3,785--23,996
Jan 29, 2024Cunningham Danny Ldirector-A-AwardBuy3,785--38,631
Jan 29, 2024Healy Colleendirector-A-AwardBuy3,785--6,874
Jan 29, 2024Altavilla Alfredodirector-A-AwardBuy3,785--31,553
Jan 29, 2024Sternlieb Paulofficer President and CEOF-InKindSell5,588$31.81$177.75K330,916
Jan 29, 2024Denis Jamesofficer EVP, GC and SecretaryF-InKindSell393$31.81$12.50K14,869
Jan 23, 2024Denis Jamesofficer EVP, GC and SecretaryF-InKindSell513$29.94$15.36K15,262
Jan 23, 2024Altavilla Alfredodirector-F-InKindSell1,121$29.94$33.56K27,768

The last insider sell of Enerpac Tool Group's stock was made by Burns Patrick Shannon on Mar 08 2024, selling - shares at - per share (valued at -).

Enerpac Tool Group Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 202495180.00%
Q4 2023167228.57%
Q3 202351500.00%
Q2 202363200.00%
Q1 2023129133.33%
Q4 2022188225.00%
Q3 202242200.00%
Q2 20224--
Q1 20222015133.33%
Q4 2021287400.00%
Q3 202111100.00%
Q2 202111100.00%
Q1 2021161888.89%
Q4 2020179188.89%
Q3 202042200.00%
Q2 202062300.00%
Q1 20202014142.86%
Q4 20192211200.00%
Q3 201987114.29%
Q2 201942200.00%

9 total buy trades, and 5 total sell trades (buy/sell ratio of 1.80%) were made by Enerpac Tool Group's insiders, as of Q1 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2024---
Q4 2023---
Q3 2023---
Q2 2023---
Q1 2023---
Q4 2022---
Q3 2022---
Q2 2022---
Q1 2022-2-
Q4 20213--
Q3 2021---
Q2 2021---
Q1 2021---
Q4 20201250.00%
Q3 2020-1-
Q2 20201--
Q1 2020-2-
Q4 20191250.00%
Q3 2019-3-
Q2 2019---

As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Enerpac Tool Group's stocks.

Enerpac Tool Group Peer Ownership


TickerCompany
LXFRLuxfer Holdings PLC
NPOEnPro Industries, Inc.
HURCHurco Companies, Inc.
JBTJohn Bean Technologies Corporation
CSWICSW Industrials, Inc.
OFLXOmega Flex, Inc.
ITTITT Inc.
GHMGraham Corporation
GRCThe Gorman-Rupp Company
KAIKadant Inc.

EPAC Ownership FAQ


Enerpac Tool Group is owned by institutional shareholders (97.21%), insiders (0.91%), and public (1.88%). The largest institutional shareholder of Enerpac Tool Group is BLACKROCK INC. (15.35% of total shares) and the top mutual fund owner is GREENSPRING FUND INC (7.44% of total shares).

Enerpac Tool Group's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, CAPITAL INTERNATIONAL INVESTORS, CHAMPLAIN INVESTMENT PARTNERS, LLC, and BARROW HANLEY MEWHINNEY & STRAUSS LLC. The top five shareholders own together 45.30% of the company's share outstanding.

As of Mar 2024, there are 212 institutional shareholders of Enerpac Tool Group.

BLACKROCK INC owns 8.32M shares of Enerpac Tool Group, representing 15.35% of the company's total shares outstanding, valued at $296.76M (as of Mar 2024).

As of Mar 2024, VANGUARD GROUP INC holds 6.21M shares of Enerpac Tool Group (EPAC), compromising 11.45% of the company, valued at $221.42M.

CAPITAL INTERNATIONAL INVESTORS is the third largest holder of Enerpac Tool Group. The company owns 4.35M of the company's shares outstanding (worth $155.03M).