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Hurco Companies Inc

93 hedge funds and large institutions have $246M invested in Hurco Companies Inc in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $245M → $246M (+$1.49M)

0% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 32

0.13% less ownership

Funds ownership: 81.45%81.32% (-0.13%)

4% less funds holding

Funds holding: 9793 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
2.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
32
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$2.5M -$96.7K -2,202 -4%
PTC
27
Philadelphia Trust Company
Pennsylvania
$2.28M -$3.29K -75 -0.1%
BPM
28
Bowling Portfolio Management
Ohio
$1.7M -$115K -2,608 -6%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$1.65M -$498K -11,334 -24%
Deutsche Bank
30
Deutsche Bank
Germany
$1.64M -$203K -4,626 -11%
PAIM
31
Punch & Associates Investment Management
Minnesota
$1.62M +$1.58M +35,931 New
AIM
32
Alambic Investment Management
California
$1.35M -$599K -13,635 -31%
Axa
33
Axa
France
$1.31M
OAM
34
Oxford Asset Management
United Kingdom
$1.2M -$386K -8,793 -25%
HW
35
Hancock Whitney
Mississippi
$1.16M -$80.7K -1,837 -7%
Creative Planning
36
Creative Planning
Kansas
$1.14M -$4.26K -97 -0.4%
Morgan Stanley
37
Morgan Stanley
New York
$1.1M -$305K -6,944 -22%
Goldman Sachs
38
Goldman Sachs
New York
$997K +$133K +3,018 +16%
OAM
39
Oberweis Asset Management
Illinois
$992K
SLG
40
Stanley-Laman Group
Pennsylvania
$946K +$22.7K +516 +3%
Brown Advisory
41
Brown Advisory
Maryland
$820K
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$765K
SO
43
STRS Ohio
Ohio
$690K -$83.4K -1,900 -11%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$681K
B
45
Bailard
California
$643K +$35.1K +800 +6%
Charles Schwab
46
Charles Schwab
California
$635K +$34.2K +779 +6%
TCIM
47
TIAA CREF Investment Management
New York
$606K -$19.5K -443 -3%
PCM
48
Perritt Capital Management
Illinois
$564K
Invesco
49
Invesco
Georgia
$518K -$1.32K -30 -0.3%
BLA
50
Balter Liquid Alternatives
Massachusetts
$507K +$253K +5,761 +105%

HURC Hedge Fund Activity: Q3 2018 in Review

93 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q3 2018, worth a combined $246M — up 0.61% from $245M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HURC and 4 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 32 added.

The largest buyer was Wellington Management Group, adding an estimated $1.69M. The largest seller was Man Group, cutting an estimated $1.05M.

  • 93 institutional investors held Hurco Companies Inc (HURC) as of Q3 2018, down from 97 in Q2 2018.
  • Funds reported $246M of Hurco Companies Inc stock for Q3 2018, up 0.61% quarter-over-quarter.
  • 4 funds opened new Hurco Companies Inc positions in Q3 2018 and 8 closed out, a net change of -4 holders.
  • The largest Hurco Companies Inc buyer in Q3 2018 was Wellington Management Group, an estimated $1.69M added.
  • The largest Hurco Companies Inc seller in Q3 2018 was Man Group, an estimated $1.05M sold.

Based on aggregated 13F filings for Q3 2018.