Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Enerpac Tool Group Corp (EPAC)

272 + 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
↑ +19
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — EPAC

Based on 273 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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 (100% of max)

100% of all-time peak
273 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
+12 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.
🟡

Slight buying edge — 59% buying

161 buying114 selling
Last quarter: 161 funds bought or added vs 114 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.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new EPAC position: 31 → 43 → 39 → 54. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

55% conviction (2yr+) 25% medium 20% new
150 out of 273 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

40 → 31 → 43 → 39 → 54 new funds/Q
New funds entering each quarter: 31 → 43 → 39 → 54. A growing number of institutions are discovering EPAC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 21% newcomers

63% veterans 16% 1-2yr 21% new
Entry-cohort mix of 273 holders: 173 (63%) are 2+ year veterans, 43 entered 1–2 years ago, and 57 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
54 of 273 holders are among the 100 largest funds by AUM, controlling 60% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q2, 161 hedge funds were net buyers of EPAC (54 opened a new position, 107 added to an existing one), while 114 reduced or exited (79 trimmed, 35 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in EPAC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 273.

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 Q2 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 June 30, 2026 · 60d ago
EPAC
+4.6%
XLI
-3.5%

EPAC outperformed XLI by +8.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 15d ago
EPAC
+1.5%
XLI
-4.1%

Since the filing became public, EPAC outperformed XLI by +5.6% .

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.

15 top-rated funds 0 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: EPAC
272 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 272 254 7.09%
13F Shares 51M 51M -0.76%
Total Value $1.76B $1.78B -1.19%
New Positions 54 39 +15
Increased Positions 106 93 +13
Closed Positions 36 36 -
Reduced Positions 79 86 -7
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 Q2)

272 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Southernsun Asset Management, LLC 4.10% 850,182 $30.5M
2 Roubaix Capital, LLC 1.67% 129,503 $4.6M
3 Expect Equity LLC 0.68% 29,398 $1.1M
4 Champlain Investment Partners, LLC 0.66% 718,711 $25.8M
5 Moody Aldrich Partners LLC 0.56% 86,419 $3.1M
6 Cooke & Bieler LP 0.53% 1,284,544 $46.1M
7 MQS Management LLC 0.41% 9,296 $333K
8 Leeward Investments, LLC - MA 0.39% 238,308 $8.5M
9 Kayne Anderson Rudnick Investment Management LLC 0.34% 3,031,635 $108.7M
10 CenterBook Partners LP 0.30% 169,175 $6.1M
11 Kensington Investment Counsel, LLC 0.23% 14,987 $537K
12 Twinbeech Capital LP 0.20% 31,183 $1.1M
13 Hillsdale Investment Management Inc. 0.16% 198,800 $7.1M
14 Kennedy Capital Management LLC 0.16% 253,938 $9.1M
15 Chancellor Financial Group WB LP 0.13% 6,025 $216K
16 Fox Run Management, L.L.C. 0.12% 20,116 $721K
17 Moran Wealth Management, LLC 0.12% 121,583 $4.4M
18 Heartland Advisors Inc 0.11% 70,402 $2.5M
19 Neuberger Berman Group LLC 0.11% 4,648,312 $166.7M
20 Segall Bryant & Hamill, LLC 0.11% 252,043 $9.0M
21 Parvin Asset Management, LLC 0.10% 3,590 $129K
22 Barrow Hanley Mewhinney & Strauss LLC 0.10% 887,580 $31.8M
23 Pacific Ridge Capital Partners, LLC 0.08% 12,779 $458K
24 Y-Intercept (Hong Kong) Ltd 0.07% 95,152 $3.4M
25 Penn Capital Management Company, LLC 0.06% 28,154 $1.0M
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 — 3 quarters in a row: For 3 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 — 59% buying: Last quarter: 161 funds bought or added vs 114 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 — 60% AUM from top-100 funds: 54 of 273 holders are among the 100 largest funds by AUM, controlling 60% 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?

55% of holders stayed for 2+ years: 150 out of 273 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 Q2 hedge fund 13F filings?

As of today, EPAC has moved +1.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.1% for the XLI sector ETF — an outperformance of +5.6%. Since the quarter end (June 30, 2026), EPAC has gained +4.6% vs -3.5% 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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