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Hurco Companies Inc
HURC

87 hedge funds and large institutions have $218M invested in Hurco Companies Inc in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

24% more capital invested

Capital invested by funds: $175M → $218M (+$42.6M)

16% more funds holding

Funds holding: 75 → 87 (+12)

2.92% more ownership

Funds ownership: 76.27% → 79.19% (+2.9%)

Holders
87
Holders Change
+12
Holders Change %
+16%
% of All Funds
2.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
35
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NI
Numeric Investors
Massachusetts
+$3.64M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$1.94M
3
MAM
Martingale Asset Management
Massachusetts
+$1.72M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.44M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.76M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$2.02M
3
OC
Oppenheimer & Close
New York
-$1.17M
4
Franklin Resources
Franklin Resources
California
-$502K
5
BFA
Bragg Financial Advisors
North Carolina
-$389K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Algert Global
California
$2M +$1.26M +35,698 +289%
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$1.96M +$710K +20,114 +74%
OAM
28
Oxford Asset Management
United Kingdom
$1.16M +$790K +22,374 +387%
HIM
29
Hillsdale Investment Management
Ontario, Canada
$1.14M +$968K +27,400 New
Creative Planning
30
Creative Planning
Kansas
$1.1M +$106 +3 +0%
Morgan Stanley
31
Morgan Stanley
New York
$1.05M +$208K +5,902 +31%
PCM
32
Perritt Capital Management
Illinois
$1.04M – – –
AIM
33
Alambic Investment Management
California
$906K +$526K +14,900 +217%
Deutsche Bank
34
Deutsche Bank
Germany
$836K +$438K +12,397 +161%
QCMC
35
Quantum Capital Management (California)
California
$808K +$686K +19,416 New
Brown Advisory
36
Brown Advisory
Maryland
$757K – – –
EI
37
EAM Investors
California
$661K +$561K +15,883 New
NFA
38
Nationwide Fund Advisors
Ohio
$652K +$261K +7,400 +89%
TCIM
39
TIAA CREF Investment Management
New York
$642K -$75.5K -2,138 -12%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$628K – – –
OC
41
Oppenheimer & Close
New York
$598K -$1.17M -33,037 -70%
SO
42
STRS Ohio
Ohio
$578K +$141K +4,000 +40%
Goldman Sachs
43
Goldman Sachs
New York
$542K +$460K +13,029 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$512K +$121K +3,416 +38%
Bessemer Group
45
Bessemer Group
New Jersey
$508K +$431K +12,200 New
Millennium Management
46
Millennium Management
New York
$503K +$179K +5,057 +72%
TA
47
Teachers Advisors
New York
$431K – – –
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$407K +$1.06K +30 +0.3%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$401K -$41.9K -1,187 -11%
WCM
50
Wedge Capital Management
North Carolina
$374K – – –
1
2
3 4

HURC Hedge Fund Activity: Q3 2017 in Review

87 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q3 2017, worth a combined $218M — up 24% from $175M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HURC positions and 5 closed out — a net gain of 12 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Numeric Investors, adding an estimated $3.64M. The largest seller was Fidelity Investments, cutting an estimated $8.76M.

  • 87 institutional investors held Hurco Companies Inc (HURC) as of Q3 2017, up from 75 in Q2 2017.
  • Funds reported $218M of Hurco Companies Inc stock for Q3 2017, up 24% quarter-over-quarter.
  • 17 funds opened new Hurco Companies Inc positions in Q3 2017 and 5 closed out, a net change of +12 holders.
  • The largest Hurco Companies Inc buyer in Q3 2017 was Numeric Investors, an estimated $3.64M added.
  • The largest Hurco Companies Inc seller in Q3 2017 was Fidelity Investments, an estimated $8.76M sold.

Based on aggregated 13F filings for Q3 2017.