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Hurco Companies Inc
HURC

82 hedge funds and large institutions have $165M invested in Hurco Companies Inc in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

27% more capital invested

Capital invested by funds: $130M → $165M (+$34.8M)

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

6% more funds holding

Funds holding: 77 → 82 (+5)

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
2.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
31
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$2.37M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.7M
3
Brown Advisory
Brown Advisory
Maryland
+$633K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$282K
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$278K

Top Sellers

Rank Fund Capital Flow
1
NI
Numeric Investors
Massachusetts
-$651K
2
RA
Royce & Associates
New York
-$626K
3
BCM
Bridgeway Capital Management
Texas
-$402K
4
Morgan Stanley
Morgan Stanley
New York
-$266K
5
MAM
Martingale Asset Management
Massachusetts
-$257K
Name Holding Trade Value Shares
Change 		Change in
Stake
VHMC
26
Value Holdings Management Company
New York
$1.51M +$170K +6,200 +16%
Morgan Stanley
27
Morgan Stanley
New York
$1.47M -$266K -9,735 -18%
AG
28
Algert Global
California
$1.3M +$144K +5,278 +15%
TCIM
29
TIAA CREF Investment Management
New York
$1M – – –
SIM
30
Spark Investment Management
New York
$828K +$208K +7,600 +43%
PCM
31
Perritt Capital Management
Illinois
$825K – – –
BIM
32
BlackRock Investment Management
Delaware
$810K -$8.06K -295 -1%
Brown Advisory
33
Brown Advisory
Maryland
$764K +$633K +23,172 New
SVP
34
Springbank Value Partners
New York
$625K +$27.3K +1,000 +6%
Charles Schwab
35
Charles Schwab
California
$588K – – –
AIM
36
Alambic Investment Management
California
$566K +$18.5K +675 +4%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$498K – – –
PPA
38
Parametric Portfolio Associates
Washington
$494K -$11.4K -417 -3%
PAM
39
Panagora Asset Management
Massachusetts
$460K -$55.5K -2,031 -13%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$458K +$49.2K +1,801 +15%
SAM
41
Shell Asset Management
Netherlands
$442K -$22K -803 -6%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$436K +$25.2K +920 +7%
SCP
43
Seizert Capital Partners
Michigan
$388K +$99K +3,621 +45%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$371K -$5.33K -195 -2%
Two Sigma Investments
45
Two Sigma Investments
New York
$350K -$146K -5,331 -33%
TA
46
Teachers Advisors
New York
$326K – – –
SO
47
STRS Ohio
Ohio
$316K – – –
Citigroup
48
Citigroup
New York
$302K +$114K +4,159 +83%
WCM
49
Wedge Capital Management
North Carolina
$297K -$21.9K -800 -8%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$295K – – –
1
2
3 4

HURC Hedge Fund Activity: Q1 2016 in Review

82 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q1 2016, worth a combined $165M — up 27% from $130M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HURC positions and 5 closed out — a net gain of 5 holders — while 31 added to existing stakes and 25 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $2.37M. The largest seller was Numeric Investors, cutting an estimated $651K.

  • 82 institutional investors held Hurco Companies Inc (HURC) as of Q1 2016, up from 77 in Q4 2015.
  • Funds reported $165M of Hurco Companies Inc stock for Q1 2016, up 27% quarter-over-quarter.
  • 10 funds opened new Hurco Companies Inc positions in Q1 2016 and 5 closed out, a net change of +5 holders.
  • The largest Hurco Companies Inc buyer in Q1 2016 was DePrince Race & Zollo Inc (DRZ), an estimated $2.37M added.
  • The largest Hurco Companies Inc seller in Q1 2016 was Numeric Investors, an estimated $651K sold.

Based on aggregated 13F filings for Q1 2016.