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
↑ +10
Streak
1Q ▲
Buyers last Q
44%

Smart Money Signals — EPAC

Based on 250 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 (96% of max)

96% of all-time peak
250 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.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

108 buying135 selling
Last quarter: 135 funds reduced or exited vs 108 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 (+11 vs last Q)

new funds entering per quarter
Funds opening a new EPAC position: 34 → 40 → 31 → 42. 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+) 28% medium 16% new
139 out of 250 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 — ~42 new funds/quarter

51 → 34 → 40 → 31 → 42 new funds/Q
New funds entering each quarter: 34 → 40 → 31 → 42. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 60% of holders stayed 2+ years

60% veterans 14% 1-2yr 26% new
Of 250 current holders: 151 (60%) 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 — 49% AUM from top-100 funds

49% from top-100 AUM funds
50 of 250 holders are among the 100 largest funds by AUM, controlling 49% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 2025 Q4, 108 hedge funds were net buyers of EPAC (42 opened a new position, 66 added to an existing one), while 135 reduced or exited (103 trimmed, 32 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 49% of total institutional value in EPAC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 250.

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

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

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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 1 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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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.

QUARTER:
Top 25 institutional holders of EPAC — 2025 Q4 · 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 GW&K Investment Management, LLC 0.30% 943,136 $34K
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 — 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 — 44% buying: Last quarter: 135 funds reduced or exited vs 108 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 — 49% AUM from top-100 funds: 50 of 250 holders are among the 100 largest funds by AUM, controlling 49% 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: 139 out of 250 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.