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Hurco Companies Inc
HURC

72 hedge funds and large institutions have $166M invested in Hurco Companies Inc in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

76.4% more ownership

Funds ownership: 0% → 76.4% (+76%)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

19% more capital invested

Capital invested by funds: $139M → $166M (+$26.7M)

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

1% more funds holding

Funds holding: 71 → 72 (+1)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$977K
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$807K
3
VHMC
Value Holdings Management Company
New York
+$803K
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$593K
5
Morgan Stanley
Morgan Stanley
New York
+$292K

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$1.06M
2
JP Morgan Chase
JP Morgan Chase
New York
-$885K
3
LSV Asset Management
LSV Asset Management
Illinois
-$650K
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$390K
5
SCP
Seizert Capital Partners
Michigan
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
Acadian Asset Management
26
Acadian Asset Management
Massachusetts
$1.39M -$143K -4,816 -10%
Morgan Stanley
27
Morgan Stanley
New York
$1.09M +$292K +9,796 +42%
TCIM
28
TIAA CREF Investment Management
New York
$905K -$13.8K -462 -2%
BIM
29
BlackRock Investment Management
Delaware
$866K +$834 +28 +0.1%
PCM
30
Perritt Capital Management
Illinois
$828K – – –
Brown Advisory
31
Brown Advisory
Maryland
$767K – – –
AIM
32
Alambic Investment Management
California
$508K -$66.4K -2,227 -13%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$500K – – –
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$434K -$8.94K -300 -2%
PPA
35
Parametric Portfolio Associates
Washington
$430K +$5.04K +169 +1%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$378K +$16.7K +559 +5%
Citigroup
37
Citigroup
New York
$348K +$172K +5,758 +121%
TA
38
Teachers Advisors
New York
$327K – – –
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$314K +$283K +9,496 New
SO
40
STRS Ohio
Ohio
$307K – – –
WCM
41
Wedge Capital Management
North Carolina
$298K – – –
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$290K – – –
Charles Schwab
43
Charles Schwab
California
$285K – – –
NFA
44
Nationwide Fund Advisors
Ohio
$271K -$5.96K -200 -2%
First Trust Advisors
45
First Trust Advisors
Illinois
$244K +$220K +7,370 New
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$242K – – –
Two Sigma Investments
47
Two Sigma Investments
New York
$241K -$35.8K -1,200 -14%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$238K – – –
Axa
49
Axa
France
$218K +$197K +6,600 New
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$161K -$894 -30 -0.6%
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HURC Hedge Fund Activity: Q4 2016 in Review

72 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q4 2016, worth a combined $166M — up 19% from $139M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HURC positions and 4 closed out — a net gain of 3 holders — while 25 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $977K. The largest seller was Franklin Resources, cutting an estimated $1.06M.

  • 72 institutional investors held Hurco Companies Inc (HURC) as of Q4 2016, up from 71 in Q3 2016.
  • Funds reported $166M of Hurco Companies Inc stock for Q4 2016, up 19% quarter-over-quarter.
  • 7 funds opened new Hurco Companies Inc positions in Q4 2016 and 4 closed out, a net change of +3 holders.
  • The largest Hurco Companies Inc buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $977K added.
  • The largest Hurco Companies Inc seller in Q4 2016 was Franklin Resources, an estimated $1.06M sold.

Based on aggregated 13F filings for Q4 2016.