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Hurco Companies Inc
HURC

78 hedge funds and large institutions have $168M invested in Hurco Companies Inc in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

4% more funds holding

Funds holding: 75 → 78 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less capital invested

Capital invested by funds: $185M → $168M (-$17.4M)

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
29
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OSAM
O'Shaughnessy Asset Management
Connecticut
+$2.8M
2
NFA
Nationwide Fund Advisors
Ohio
+$1.94M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.2M
4
BCM
Bridgeway Capital Management
Texas
+$1.03M
5
BFA
BlackRock Fund Advisors
California
+$847K

Top Sellers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
-$3.64M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.73M
3
KCM
Kennedy Capital Management
Missouri
-$2.03M
4
TC
TFS Capital
Pennsylvania
-$1.77M
5
AIS
AlphaOne Investment Services
Pennsylvania
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$894K -$69.6K -1,980 -7%
PCM
27
Perritt Capital Management
Illinois
$852K – – –
BIM
28
BlackRock Investment Management
Delaware
$724K -$5.7K -162 -0.8%
OC
29
Oppenheimer & Close
New York
$715K -$606K -17,234 -45%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$715K +$158K +4,500 +30%
Citadel Advisors
31
Citadel Advisors
Florida
$626K +$179K +5,081 +38%
Charles Schwab
32
Charles Schwab
California
$607K – – –
PPA
33
Parametric Portfolio Associates
Washington
$539K +$4.82K +137 +0.9%
Millennium Management
34
Millennium Management
New York
$451K +$53.9K +1,533 +13%
DCM
35
Dupont Capital Management
Delaware
$426K – – –
Two Sigma Advisers
36
Two Sigma Advisers
New York
$420K -$24.6K -700 -5%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$409K +$1.79K +51 +0.4%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$384K +$25.1K +715 +7%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$381K +$77K +2,190 +24%
PAM
40
Panagora Asset Management
Massachusetts
$361K +$13.6K +386 +4%
Invesco
41
Invesco
Georgia
$340K +$82.5K +2,345 +31%
CIC
42
Cornercap Investment Counsel
Georgia
$336K +$347K +9,855 New
Two Sigma Investments
43
Two Sigma Investments
New York
$325K -$189K -5,381 -36%
Axa
44
Axa
France
$314K +$324K +9,200 New
EGA
45
Eagle Global Advisors
Texas
$307K +$316K +9,000 New
CS
46
Credit Suisse
Switzerland
$294K -$11.6K -330 -4%
YMRC
47
Yorktown Management & Research Company
Virginia
$290K – – –
TA
48
Teachers Advisors
New York
$288K – – –
WCM
49
Wedge Capital Management
North Carolina
$286K +$295K +8,400 New
Renaissance Technologies
50
Renaissance Technologies
New York
$256K +$264K +7,503 New
1
2
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HURC Hedge Fund Activity: Q4 2014 in Review

78 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q4 2014, worth a combined $168M — down 9.4% from $185M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HURC positions and 6 closed out — a net gain of 5 holders — while 29 added to existing stakes and 24 trimmed.

The largest buyer was O'Shaughnessy Asset Management, adding an estimated $2.8M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $3.64M sold.

  • 78 institutional investors held Hurco Companies Inc (HURC) as of Q4 2014, up from 75 in Q3 2014.
  • Funds reported $168M of Hurco Companies Inc stock for Q4 2014, down 9.4% quarter-over-quarter.
  • 11 funds opened new Hurco Companies Inc positions in Q4 2014 and 6 closed out, a net change of +5 holders.
  • The largest Hurco Companies Inc buyer in Q4 2014 was O'Shaughnessy Asset Management, an estimated $2.8M added.
  • The largest Hurco Companies Inc seller in Q4 2014 was Westwood Holdings Group, an estimated $3.64M sold.

Based on aggregated 13F filings for Q4 2014.