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 7.99% 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 | 64.16% | 10.53% | 25.31% |
| Industry | Industrial Machinery Stocks | 76.78% | 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 |
| State street | 2.06M | 3.79% | $78.54M |
| Jennison associates | 2.05M | 3.78% | $84.32M |
| 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 | 111.45K | 0.85% | $4.58M |
| Andina capital management | 22.51K | 0.75% | $924.87K |
| 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 |
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 |
| Jane street group | 128.69K | 0.00% | 112.40K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 2.04M | 0.05% | -366.85K |
| 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 |
| Segall bryant & hamill | 354.70K | 0.24% | -155.71K |
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 |
| Squarepoint ops | 81.35K | 0.01% | 81.35K | $3.11M |
| Kensington investment counsel | 55.69K | 0.94% | 55.69K | $2.13M |
| Swedbank ab | 50.00K | 0.00% | 50.00K | $2.05M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Covestor | -14.00 |
| Abich financial wealth management | -19.00 |
| Continuum advisory | -47.00 |
| Nelson, van denburg & campbell wealth management group | -107.00 |
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 | 7.99% | - |
| iShares Core S&P Small-Cap ETF | 3.50M | 6.43% | 1.68K |
| Virtus KAR Small-Cap Growth I | 3.28M | 6.03% | 139.27K |
| Vanguard Total Stock Mkt Idx Inv | 1.67M | 3.07% | 2.30K |
| iShares Russell 2000 ETF | 1.44M | 2.65% | -5.53K |
| Vanguard Small Cap Index | 1.38M | 2.54% | 11.70K |
| Neuberger Berman Genesis Inv | 1.31M | 2.40% | 118.16K |
| Jennison SMid Cap Core Equity | 943.55K | 1.73% | -56.02K |
| PGIM Jennison Small Company A | 943.55K | 1.73% | - |
| American Beacon Small Cp Val R5 | 924.06K | 1.70% | -27.44K |
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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