Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ENERPAC TOOL GROUP CORP (EPAC)

233 + Investors. Track Smart Money conviction in EPAC. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
45%

Smart Money Signals — EPAC

Based on 233 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EPAC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
233 hedge funds hold EPAC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EPAC is almost the same as a year ago (+7 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

103 buying127 selling
Last quarter: 127 funds reduced or exited vs 103 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new EPAC position: 31 → 40 → 30 → 39. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 27% medium 16% new
131 out of 233 hedge funds have held EPAC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~39 new funds/quarter

46 → 31 → 40 → 30 → 39 new funds/Q
New funds entering each quarter: 31 → 40 → 30 → 39. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 61% of holders stayed 2+ years

61% veterans 15% 1-2yr 24% new
Of 233 current holders: 143 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
39 of 233 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in EPAC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EPAC

How many hedge funds hold EPAC — quarterly history vs. share price
Quarterly hedge fund ownership of EPAC vs. share price

Market Analysis: EPAC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EPAC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

44 top-rated funds 0 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: EPAC
2026 Q1 Stats Unlock in 10 days 233 + Investors

Track Smart Money conviction in EPAC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 233 225 3.56%
13F Shares 52M 53M -1.85%
Total Value $1.98B $2.17B -8.45%
New Positions 39 30 +9
Increased Positions 64 74 -10
Closed Positions 31 51 -20
Reduced Positions 96 91 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EPAC

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

233 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EPAC. Verified SEC 13F-HR filings.

Top 25 institutional holders of EPAC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 COOKE & BIELER LP 0.73% 1,769,580 $64.5M
2 MOODY ALDRICH PARTNERS LLC 0.72% 109,812 $4.0M
3 Leeward Investments, LLC - MA 0.44% 243,510 $8.9M
4 HEARTLAND ADVISORS INC 0.20% 107,151 $3.9M
5 Hillsdale Investment Management Inc. 0.18% 179,800 $6.6M
6 Moran Wealth Management, LLC 0.14% 127,912 $4.7M
7 CenterBook Partners LP 0.11% 55,963 $2.0M
8 Gallacher Capital Management LLC 0.08% 5,893 $215K
9 THRIVENT FINANCIAL FOR LUTHERANS 0.07% 956,512 $35K
10 MOODY NATIONAL BANK TRUST DIVISION 0.06% 16,770 $612K
11 Central Pacific Bank - Trust Division 0.04% 7,692 $281K
12 TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% 180,784 $6.6M
13 HOWE & RUSLING INC 0.02% 8,950 $326K
14 PRAXIS INVESTMENT MANAGEMENT INC 0.02% 8,150
15 JENNISON ASSOCIATES LLC 0.02% 679,974 $24.8M
16 BESSEMER GROUP INC 0.02% 266,481 $10K
17 Louisiana State Employees Retirement System 0.01% 23,400
18 Diversified Trust Co 0.01% 21,750 $793K
19 AlphaQuest LLC 0.01% 6,839 $262K
20 Illinois Municipal Retirement Fund 0.01% 29,890 $1.1M
21 Summit Global Investments 0.01% 5,887
22 State of Alaska, Department of Revenue 0.01% 29,556 $1K
23 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% 14,210 $518K
24 Atria Investments, Inc 0.01% 14,894 $543K
25 Wilmington Savings Fund Society, FSB 0.01% 6,846 $250K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ENERPAC TOOL GROUP CORP (EPAC)

What does the Smart Money Trend signal show for EPAC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EPAC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EPAC?

More sellers than buyers — 45% buying: Last quarter: 127 funds reduced or exited vs 103 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EPAC holders?

Elite ownership — 40% AUM from top-100 funds: 39 of 233 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in EPAC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EPAC?

56% of holders stayed for 2+ years: 131 out of 233 hedge funds have held EPAC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.