Enerpac Tool Group Ownership | Who Owns Enerpac Tool Group?
Enerpac Tool Group Ownership Summary
Enerpac Tool Group is owned by 99.54% institutional investors, 1.01% insiders. Blackrock is the largest institutional shareholder, holding 15.19% of EPAC shares. American Funds SMALLCAP World A is the top mutual fund, with 8.01% of its assets in Enerpac Tool Group shares.
EPAC Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Enerpac Tool Group | 99.54% | 1.01% | -0.54% |
Sector | Industrials Stocks | 62.79% | 10.41% | 26.80% |
Industry | Industrial Machinery Stocks | 76.77% | 7.61% | 15.61% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock | 8.25M | 15.19% | $314.84M |
Vanguard group | 6.08M | 11.20% | $232.10M |
Capital investors | 4.35M | 8.01% | $165.98M |
Kayne anderson rudnick investment management | 4.03M | 7.43% | $154.03M |
Champlain investment partners | 3.13M | 5.76% | $119.33M |
Barrow hanley mewhinney & strauss | 2.38M | 4.38% | $90.81M |
Jennison associates | 2.17M | 4.00% | $82.94M |
State street | 2.06M | 3.79% | $78.54M |
T. rowe price investment management | 2.04M | 3.75% | $77.75M |
Neuberger berman group | 1.86M | 3.42% | $70.97M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Southernsun asset management | 1.11M | 5.13% | $42.51M |
Mesirow institutional investment management | 302.68K | 1.01% | $11.56M |
Kensington investment counsel | 55.69K | 0.94% | $2.13M |
Moody aldrich partners | 116.81K | 0.87% | $4.46M |
Champlain investment partners | 3.13M | 0.73% | $119.33M |
Lisanti capital growth | 68.09K | 0.62% | $2.60M |
Leeward investments, llc - ma | 300.52K | 0.53% | $11.47M |
Cooke & bieler lp | 1.38M | 0.51% | $52.88M |
Kennedy capital management | 570.83K | 0.47% | $21.79M |
Chesapeake capital corp /il/ | 9.30K | 0.47% | $355.04K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Kayne anderson rudnick investment management | 4.03M | 0.38% | 2.73M |
Neuberger berman group | 1.86M | 0.06% | 493.73K |
Bamco inc /ny/ | 410.37K | 0.04% | 410.37K |
Norges bank | 272.62K | 0.00% | 272.62K |
Moody aldrich partners | 116.81K | 0.87% | 116.81K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
T. rowe price investment management | 2.04M | 0.05% | -366.85K |
Jennison associates | 2.17M | 0.05% | -296.32K |
Cooke & bieler lp | 1.38M | 0.51% | -283.44K |
Rk capital management | - | - | -275.50K |
Bank of new york mellon | 805.60K | 0.01% | -190.28K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Bamco inc /ny/ | 410.37K | 0.04% | 410.37K | $15.67M |
Norges bank | 272.62K | 0.00% | 272.62K | $10.41M |
Moody aldrich partners | 116.81K | 0.87% | 116.81K | $4.46M |
Squarepoint ops | 81.35K | 0.01% | 81.35K | $3.11M |
Kensington investment counsel | 55.69K | 0.94% | 55.69K | $2.13M |
Sold Out
Holder | Change |
---|---|
Covestor | -14.00 |
Abich financial wealth management | -19.00 |
Continuum advisory | -47.00 |
Nelson, van denburg & campbell wealth management group | -107.00 |
Family firm | -411.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 232 | 5.94% | 54,083,436 | -0.94% | 99 | 0.98% | 105 | -0.94% | 88 | 7.32% |
Jun 30, 2024 | 213 | -0.93% | 54,534,515 | 3.44% | 100 | 1.06% | 103 | 7.29% | 80 | -10.11% |
Mar 31, 2024 | 215 | 9.69% | 52,719,815 | -0.07% | 97 | 1.04% | 96 | 1.05% | 89 | 32.84% |
Dec 31, 2023 | 196 | 10.11% | 52,754,606 | -0.75% | 96 | 1.06% | 95 | 37.68% | 67 | -12.99% |
Sep 30, 2023 | 178 | -3.26% | 53,152,217 | -2.74% | 95 | 1.04% | 69 | -13.75% | 77 | 13.24% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
American Funds SMALLCAP World A | 4.35M | 8.01% | - |
iShares Core S&P Small-Cap ETF | 3.46M | 6.38% | 3.28K |
Virtus KAR Small-Cap Growth I | 3.14M | 5.79% | 2.09M |
Vanguard Total Stock Mkt Idx Inv | 1.68M | 3.09% | -11.11K |
iShares Russell 2000 ETF | 1.39M | 2.56% | -3.12K |
Champlain Small Company Fund, LLC | 1.37M | 2.52% | -91.19K |
Vanguard Small Cap Index | 1.36M | 2.51% | 2.65K |
Champlain Small Company Adv | 1.25M | 2.31% | -55.00K |
Neuberger Berman Genesis Inv | 1.19M | 2.19% | 7.75K |
Jennison SMid Cap Core Equity | 999.57K | 1.84% | -706.00 |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Oct 22, 2024 | Ferland E James Jr | - | Sell | $85.60K |
Jul 10, 2024 | Ferland E James Jr | - | Sell | $73.45K |
Feb 08, 2022 | Ferland E James Jr | - | Sell | $13.00K |
Mar 29, 2022 | Dillon Ricky T | EVP-Chief Financial Officer | Sell | $200.66K |
Oct 26, 2021 | Ferland E James Jr | - | Buy | $40.52K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 1 |
2024 Q3 | - | 1 |
2024 Q1 | - | - |
2023 Q4 | - | - |
2023 Q3 | - | - |
EPAC Ownership FAQ
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