Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Enerpac Tool Group Corp (EPAC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — EPAC

Based on 252 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 (97% of max)

97% of all-time peak
252 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 (+1 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

131 buying122 selling
Last quarter: 131 funds bought or added vs 122 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~38 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 40 → 31 → 42 → 38. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 25% medium ■ 19% new
141 out of 252 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.
📈

Growing discovery — still being found

34 → 40 → 31 → 42 → 38 new funds/Q
New funds entering each quarter: 40 → 31 → 42 → 38. A growing number of institutions are discovering EPAC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 22% newcomers

■ 62% veterans ■ 16% 1-2yr ■ 22% new
Entry-cohort mix of 252 holders: 157 (62%) are 2+ year veterans, 40 entered 1–2 years ago, and 55 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
48 of 252 holders are among the 100 largest funds by AUM, controlling 42% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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.

Institutional Sentiment Summary — EPAC

In 2026 Q1, 131 hedge funds were net buyers of EPAC (38 opened a new position, 93 added to an existing one), while 122 reduced or exited (86 trimmed, 36 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 42% of total institutional value in EPAC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 252.

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.

Is It Too Late to Buy Enerpac Tool Group Corp (EPAC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EPAC has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 87d ago
EPAC
+0.8%
XLI
+11.8%

EPAC outperformed XLI by -11.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
EPAC
+9.3%
XLI
+5.5%

Since the filing became public, EPAC outperformed XLI by +3.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 0 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: EPAC
251 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 251 250 0.4%
13F Shares 51M 53M -3.99%
Total Value $1.78B $2.02B -11.97%
New Positions 38 42 -4
Increased Positions 92 66 +26
Closed Positions 37 32 +5
Reduced Positions 86 103 -17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EPAC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

251 + investors

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

QUARTER:
Top 25 EPAC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Southernsun Asset Management, LLC 3.51% 664,874 $24.2M
2 Expect Equity LLC 1.03% 29,398 $1.1M
3 Cooke & Bieler LP 0.73% 1,769,580 $64.5M
4 Moody Aldrich Partners LLC 0.72% 109,812 $4.0M
5 Leeward Investments, LLC - MA 0.44% 243,510 $8.9M
6 Kayne Anderson Rudnick Investment Management LLC 0.40% 3,728,953 $136.0M
7 Champlain Investment Partners, LLC 0.36% 788,371 $28.8M
8 Telemark Asset Management, LLC 0.34% 100,000 $3.6M
9 Kensington Investment Counsel, LLC 0.32% 17,986 $656K
10 Heartland Advisors Inc 0.20% 107,151 $3.9M
11 Hillsdale Investment Management Inc. 0.18% 179,800 $6.6M
12 EntryPoint Capital, LLC 0.16% 15,344 $560K
13 Emerald Investment Advisers, LLC 0.16% 49,764 $1.8M
14 Chancellor Financial Group WB LP 0.16% 6,025 $220K
15 Moran Wealth Management, LLC 0.14% 127,912 $4.7M
16 Neuberger Berman Group LLC 0.12% 4,449,814 $162.3M
17 Grandeur Peak Global Advisors, LLC 0.12% 13,602 $496K
18 Barrow Hanley Mewhinney & Strauss LLC 0.11% 954,092 $34.8M
19 CenterBook Partners LP 0.11% 55,963 $2.0M
20 Fox Run Management, L.L.C. 0.09% 13,889 $489K
21 Susquehanna Fundamental Investments, LLC 0.09% 62,352 $2.3M
22 Gallacher Capital Management LLC 0.08% 5,893 $215K
23 Numerai GP LLC 0.08% 21,652 $790K
24 Engineers Gate Manager LP 0.08% 168,744 $6.2M
25 Gamco Investors, INC. Et Al 0.07% 188,150 $6.9M
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 52% buying: Last quarter: 131 funds bought or added vs 122 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EPAC holders?

Elite ownership — 42% AUM from top-100 funds: 48 of 252 holders are among the 100 largest funds by AUM, controlling 42% 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: 141 out of 252 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.

Is it too late to buy Enerpac Tool Group Corp (EPAC) following the 2026 Q1 hedge fund 13F filings?

As of today, EPAC has moved +9.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of +3.8%. Since the quarter end (March 31, 2026), EPAC has gained +0.8% vs +11.8% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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