Enerpac Tool Group

EPAC • NYSE

Enerpac Tool Group is a industrial - machinery company in the industrials sector on NYSE, led by Paul E. Sternlieb, with a market cap of $2.0B. As of Q3 2025, 99% of shares are held by 240 institutional investors, with BlackRock, Inc. as the largest holder at 14.45%.

Chief Executive OfficerPaul E. Sternlieb

Market Cap$2.0B

Industrial - Machinery

Industrials

Employees2.1K

Websiteenerpactoolgroup.com

Country

United States of America

Overview

Overview of institutional ownership in EPAC as of Q3 2025 with a market cap of $2.2B

All Institutions

Institutions: 240
Value Held: $2.2B
Shares Held: 53.2M
Avg Position: $9.1M
Median Position: $609.0K

Hedge Funds

Hedge Funds: 27
Value Held: $46.9M
Shares Held: 1.1M
Avg Position: $1.7M
Median Position: $739.6K

Ownership Breakdown

Institutional (non-HF)

96.54%

$2.1B

Hedge Funds

2.12%

$46.9M

Retail & Other

1.35%

$29.7M

Based on market cap of $2.2B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in EPAC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$319.7M 0.01% of portfolio	14.45% 7.8M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$240.7M 0.00% of portfolio	10.88% 5.9M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	$188.9M 0.46% of portfolio	8.54% 4.6M shares	Q1 2024 Held for 1y 8m	$41.0B
C Capital International Investors Institution	-	$185.7M 0.03% of portfolio	8.40% 4.5M shares	Q4 2022 Held for 2y 11m	$615.90B
N Neuberger Berman Group LLC Institution	-	$156.5M 0.11% of portfolio	7.08% 3.8M shares	Q2 2017 Held for 8y 5m	$136.94B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$90.7M 0.00% of portfolio	4.10% 2.2M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
C Champlain Investment Partners, LLC Long Only Manager	Judith Wilkinson O'Connell CEO	$78.7M 0.59% of portfolio	3.56% 1.9M shares	Q3 2023 Held for 2y 2m	$13.3B
BARROW HANLEY MEWHINNEY & STRAUSS LLC Long Only Manager	Cory Lawrence Martin CEO	$70.3M 0.22% of portfolio	3.18% 1.7M shares	Q1 2015 Held for 10y 8m	$31.4B
COOKE & BIELER LP Long Only Manager	Edward W O'Connor Partner	$63.4M 0.65% of portfolio	2.87% 1.5M shares	Q4 2016 Held for 8y 11m	$9.7B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	Gerard Kieran O'Reilly CEO	$56.7M 0.01% of portfolio	2.56% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B

Net Capital Flow

Institutional buying and selling activity for EPAC in Q3 2025

Net Flow: −$76.4M
Buyers: 87
Sellers: 144
Total Bought: +$120.5M
Total Sold: −$196.9M
Avg Position: $8.1M

Biggest Buyers

Institution	Net Bought	Current Position
COOKE & BIELER LP Long Only Manager	+$20.0M +488.2K shares	$63.4M 1.5M shares
N Neuberger Berman Group LLC Institution	+$19.5M +476.2K shares	$156.5M 3.8M shares
C Capital International Investors Institution	+$16.6M +403.8K shares	$185.7M 4.5M shares
C Champlain Investment Partners, LLC Long Only Manager	+$15.2M +371.1K shares	$78.7M 1.9M shares
SOUTHERNSUN ASSET MANAGEMENT, LLC Long Only Manager	+$5.7M +139.9K shares	$25.9M 632.0K shares
T TEACHER RETIREMENT SYSTEM OF TEXAS Institution	+$4.0M +98.5K shares	$4.4M 106.7K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$3.0M +72.5K shares	$7.5M 183.7K shares
Q Qube Research & Technologies Ltd Institution	+$2.9M +70.2K shares	$17.4M 423.9K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	+$2.5M +61.3K shares	$6.8M 167.0K shares
SEGALL BRYANT & HAMILL Long Only Manager	+$2.4M +58.7K shares	$10.4M 253.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
T T. Rowe Price Investment Management, Inc. Insurance Manager	−$42.6M −1.1M shares	Sold Off 0 shares
JENNISON ASSOCIATES LLC Long Only Manager	−$15.0M −365.3K shares	$33.0M 805.5K shares
Invesco Ltd. ETF Provider	−$13.1M −320.3K shares	$8.1M 198.7K shares
AMERIPRISE FINANCIAL INC Institution	−$11.5M −280.6K shares	$22.2M 541.6K shares
B BlackRock, Inc. Institution	−$8.1M −196.7K shares	$319.7M 7.8M shares
HPM Partners LLC RIA/Wealth	−$8.0M −196.8K shares	Sold Off 0 shares
BARROW HANLEY MEWHINNEY & STRAUSS LLC Long Only Manager	−$6.5M −158.8K shares	$70.3M 1.7M shares
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	−$6.2M −151.8K shares	Sold Off 0 shares
VANGUARD GROUP INC Institution	−$5.1M −123.5K shares	$240.7M 5.9M shares
R ROYAL BANK OF CANADA Institution	−$5.0M −121.2K shares	$4.2M 102.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EPAC in Q3 2025

New Positions: 7
New Value: $1.5M
Exited Positions: 47
Exited Value: $76.7M

New Positions

Institution	Position Value
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$482.4K 11.8K shares
FourThought Financial Partners, LLC RIA/Wealth	$261.1K 6.4K shares
Summit Global Investments Long Only Manager	$244.6K 6.0K shares
Pathstone Holdings, LLC Family Office	$241.4K 5.9K shares
Cetera Investment Advisers RIA/Wealth	$224.1K 5.5K shares
S Salomon & Ludwin, LLC Institution	$4.5K 109.0 shares
MONTAG A & ASSOCIATES INC RIA/Wealth	$697.0 17.0 shares

Exited Positions

Institution	Previous Position
T T. Rowe Price Investment Management, Inc. Insurance Manager	$42.6M 1.1M shares
HPM Partners LLC RIA/Wealth	$8.0M 196.8K shares
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	$6.2M 151.8K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$3.2M 78.5K shares
Vident Advisory, LLC ETF Provider	$2.7M 66.6K shares
T TD ASSET MANAGEMENT INC Institution	$1.6M 39.3K shares
AZZAD ASSET MANAGEMENT INC /ADV RIA/Wealth	$1.4M 34.0K shares
JUPITER ASSET MANAGEMENT LTD Long Only Manager	$1.3M 31.6K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$1.3M 31.0K shares
S STRS OHIO Institution	$726.0K 17.9K shares

Options Activity

Institutions with the largest Call and Put options positions in EPAC as of Q3 2025

Call Positions: 1
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with EPAC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
SOUTHERNSUN ASSET MANAGEMENT, LLC Long Only Manager	Michael Whitman Cook Chairman	3.36% $25.9M	1.17% 632.0K shares	Q1 2017 Held for 8y 8m	$771.8M
E Expect Equity LLC Institution	-	1.18% $1.2M	0.05% 29.4K shares	Q4 2024 Held for 11 months	$102.4M
Grandeur Peak Global Advisors, LLC Long Only Manager	Andreas Frank Shick Member	0.99% $7.4M	0.33% 179.4K shares	Q2 2024 Held for 1y 5m	$745.4M
Kensington Investment Counsel, LLC RIA/Wealth	Jeffrey G. Wimbish Managing Partner	0.82% $2.0M	0.09% 49.3K shares	Q2 2024 Held for 1y 5m	$245.5M
Semanteon Capital Management, LP Hedge Fund•Long/Short	Rajat Lal Managing Partner	0.72% $570.6K	0.03% 13.9K shares	Q2 2025 Held for 5 months	$79.7M
MOODY ALDRICH PARTNERS LLC Long Only Manager	Daniel Brook Wanzenberg CIO	0.70% $3.7M	0.17% 89.8K shares	Q2 2024 Held for 1y 5m	$527.2M
COOKE & BIELER LP Long Only Manager	Edward W O'Connor Partner	0.65% $63.4M	2.87% 1.5M shares	Q4 2016 Held for 8y 11m	$9.7B
C Champlain Investment Partners, LLC Long Only Manager	Judith Wilkinson O'Connell CEO	0.59% $78.7M	3.56% 1.9M shares	Q3 2023 Held for 2y 2m	$13.3B
Leeward Investments, LLC - MA Long Only Manager	R. Todd Vingers President	0.53% $10.3M	0.47% 251.5K shares	Q1 2022 Held for 3y 8m	$2.0B
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	0.46% $188.9M	8.54% 4.6M shares	Q1 2024 Held for 1y 8m	$41.0B

Hedge Fund Spotlight

Discover hedge funds investing in EPAC

ExodusPoint Capital Management, LP

Hedge Fund • Multi-Strategy

Portfolio ManagerMichael Robert Gelband

Portfolio Value: $7.1B
Positions: 1,351
Last Reported: Q3 2025

Sector Allocation

Position in Enerpac Tool Group

Market Value: $533.6K
Shares Held: 13.0K
Portfolio Weight: 0.01%
Owned Since: 2025-Q2

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