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Hurco Companies Inc
HURC

95 hedge funds and large institutions have $224M invested in Hurco Companies Inc in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 26

9% more funds holding

Funds holding: 87 → 95 (+8)

1.1% more ownership

Funds ownership: 79.19% → 80.29% (+1.1%)

3% more capital invested

Capital invested by funds: $218M → $224M (+$6.27M)

Holders
95
Holders Change
+8
Holders Change %
+9.2%
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
39
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TAM
THB Asset Management
Connecticut
+$5.05M
2
NI
Numeric Investors
Massachusetts
+$3.7M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$1.22M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.07M
5
Millennium Management
Millennium Management
New York
+$982K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.2M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$2.6M
3
Franklin Resources
Franklin Resources
California
-$1.45M
4
LSV Asset Management
LSV Asset Management
Illinois
-$867K
5
QCMC
Quantum Capital Management (California)
California
-$808K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Algert Global
California
$2.27M +$248K +5,710 +12%
PTC
27
Philadelphia Trust Company
Pennsylvania
$2.17M – – –
Morgan Stanley
28
Morgan Stanley
New York
$1.89M +$851K +19,594 +78%
Millennium Management
29
Millennium Management
New York
$1.46M +$982K +22,612 +187%
OAM
30
Oxford Asset Management
United Kingdom
$1.37M +$179K +4,113 +15%
Deutsche Bank
31
Deutsche Bank
Germany
$1.32M +$488K +11,221 +56%
HIM
32
Hillsdale Investment Management
Ontario, Canada
$1.28M +$130K +3,000 +11%
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$1.18M +$1.22M +28,016 New
Creative Planning
34
Creative Planning
Kansas
$1.07M -$43.3K -997 -4%
AIM
35
Alambic Investment Management
California
$940K +$21.7K +500 +2%
Goldman Sachs
36
Goldman Sachs
New York
$787K +$244K +5,627 +43%
Brown Advisory
37
Brown Advisory
Maryland
$767K – – –
SO
38
STRS Ohio
Ohio
$687K +$104K +2,400 +17%
EI
39
EAM Investors
California
$670K – – –
TCIM
40
TIAA CREF Investment Management
New York
$637K -$15.4K -355 -2%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$637K – – –
PCM
42
Perritt Capital Management
Illinois
$633K -$435K -10,000 -40%
Axa
43
Axa
France
$633K +$652K +15,000 New
Two Sigma Investments
44
Two Sigma Investments
New York
$622K +$641K +14,742 New
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$524K +$4.34K +100 +0.8%
FQ
46
First Quadrant
California
$523K +$257K +5,906 +91%
B
47
Bailard
California
$504K +$519K +11,950 New
Charles Schwab
48
Charles Schwab
California
$477K +$117K +2,700 +31%
BPM
49
Bowling Portfolio Management
Ohio
$477K +$491K +11,309 New
CCMH
50
Cornerstone Capital Management Holdings
New York
$455K +$165K +3,800 +54%
1
2
3 4 5

HURC Hedge Fund Activity: Q4 2017 in Review

95 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q4 2017, worth a combined $224M — up 2.9% from $218M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HURC positions and 6 closed out — a net gain of 8 holders — while 39 added to existing stakes and 26 trimmed.

The largest buyer was THB Asset Management, adding an estimated $5.05M. The largest seller was Fidelity Investments, cutting an estimated $10.2M.

  • 95 institutional investors held Hurco Companies Inc (HURC) as of Q4 2017, up from 87 in Q3 2017.
  • Funds reported $224M of Hurco Companies Inc stock for Q4 2017, up 2.9% quarter-over-quarter.
  • 14 funds opened new Hurco Companies Inc positions in Q4 2017 and 6 closed out, a net change of +8 holders.
  • The largest Hurco Companies Inc buyer in Q4 2017 was THB Asset Management, an estimated $5.05M added.
  • The largest Hurco Companies Inc seller in Q4 2017 was Fidelity Investments, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2017.