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Hurco Companies Inc
HURC

87 hedge funds and large institutions have $170M invested in Hurco Companies Inc in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 23

2.63% less ownership

Funds ownership: 80.56% → 77.93% (-2.6%)

4% less funds holding

Funds holding: 91 → 87 (-4)

12% less capital invested

Capital invested by funds: $194M → $170M (-$24.2M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
36
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.71M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$2.62M
3
American Century Companies
American Century Companies
Missouri
+$1.51M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.07M
5
BlackRock
BlackRock
New York
+$991K

Top Sellers

Rank Fund Capital Flow
1
TAM
THB Asset Management
Connecticut
-$6.37M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.57M
3
Man Group
Man Group
United Kingdom
-$2.03M
4
HIM
Hillsdale Investment Management
Ontario, Canada
-$1.69M
5
PAIM
Punch & Associates Investment Management
Minnesota
-$1.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$740K +$39.1K +1,173 +5%
Creative Planning
27
Creative Planning
Kansas
$720K – – –
SLG
28
Stanley-Laman Group
Pennsylvania
$674K +$33 +1 +0%
AIM
29
Alambic Investment Management
California
$636K -$238K -7,135 -27%
Goldman Sachs
30
Goldman Sachs
New York
$611K -$23.7K -711 -4%
Axa
31
Axa
France
$591K -$10K -300 -2%
Brown Advisory
32
Brown Advisory
Maryland
$591K – – –
Two Sigma Investments
33
Two Sigma Investments
New York
$554K +$312K +9,366 +119%
Grantham, Mayo, Van Otterloo & Co (GMO)
34
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$531K +$150K +4,500 +38%
Charles Schwab
35
Charles Schwab
California
$484K – – –
Two Sigma Advisers
36
Two Sigma Advisers
New York
$465K +$157K +4,700 +48%
First Trust Advisors
37
First Trust Advisors
Illinois
$464K +$97.6K +2,927 +25%
SEI Investments
38
SEI Investments
Pennsylvania
$417K +$10.3K +310 +2%
Bessemer Group
39
Bessemer Group
New Jersey
$415K -$23.4K -700 -5%
HW
40
Hancock Whitney
Mississippi
$407K -$108K -3,232 -20%
PPA
41
Parametric Portfolio Associates
Washington
$391K +$143K +4,282 +54%
SO
42
STRS Ohio
Ohio
$363K -$153K -4,600 -29%
Wells Fargo
43
Wells Fargo
California
$357K +$38.1K +1,142 +11%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$338K -$238K -7,149 -40%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$330K +$34.7K +1,040 +11%
UA
46
Unison Advisors
District of Columbia
$317K +$1.07K +32 +0.3%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$313K – – –
Squarepoint
48
Squarepoint
New York
$312K +$46.1K +1,383 +17%
PCM
49
Perritt Capital Management
Illinois
$290K – – –
SRAM
50
Stone Ridge Asset Management
New York
$268K -$30K -900 -10%
1
2
3 4

HURC Hedge Fund Activity: Q3 2019 in Review

87 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q3 2019, worth a combined $170M — down 12% from $194M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HURC and 8 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 36 added.

The largest buyer was Fidelity Investments, adding an estimated $4.71M. The largest seller was THB Asset Management, exiting entirely with an estimated $6.37M sold.

  • 87 institutional investors held Hurco Companies Inc (HURC) as of Q3 2019, down from 91 in Q2 2019.
  • Funds reported $170M of Hurco Companies Inc stock for Q3 2019, down 12% quarter-over-quarter.
  • 8 funds opened new Hurco Companies Inc positions in Q3 2019 and 11 closed out, a net change of -3 holders.
  • The largest Hurco Companies Inc buyer in Q3 2019 was Fidelity Investments, an estimated $4.71M added.
  • The largest Hurco Companies Inc seller in Q3 2019 was THB Asset Management, an estimated $6.37M sold.

Based on aggregated 13F filings for Q3 2019.