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Hurco Companies Inc

88 hedge funds and large institutions have $205M invested in Hurco Companies Inc in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $170M → $205M (+$35.5M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 8788 (+1)

1.09% more ownership

Funds ownership: 77.93%79.02% (+1.1%)

18% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 34

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
28
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$931K +$835K +23,736 +4,261%
SLG
27
Stanley-Laman Group
Pennsylvania
$878K +$68.3K +1,943 +9%
Creative Planning
28
Creative Planning
Kansas
$851K -$7.03K -200 -0.9%
Goldman Sachs
29
Goldman Sachs
New York
$745K +$14.6K +414 +2%
Two Sigma Investments
30
Two Sigma Investments
New York
$733K +$66.6K +1,894 +11%
Axa
31
Axa
France
$704K
Brown Advisory
32
Brown Advisory
Maryland
$698K -$6.08K -173 -0.9%
Grantham, Mayo, Van Otterloo & Co (GMO)
33
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$633K
Charles Schwab
34
Charles Schwab
California
$611K +$30.3K +862 +6%
PPA
35
Parametric Portfolio Associates
Washington
$595K +$118K +3,363 +28%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$577K +$160K +4,556 +43%
First Trust Advisors
37
First Trust Advisors
Illinois
$543K -$9.74K -277 -2%
OAM
38
Oxford Asset Management
United Kingdom
$532K -$398K -11,326 -45%
SEI Investments
39
SEI Investments
Pennsylvania
$518K +$19.5K +555 +4%
Squarepoint
40
Squarepoint
New York
$516K +$132K +3,744 +39%
N
41
Nuveen
North Carolina
$493K -$357K -10,145 -44%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$470K -$77.4K -2,200 -15%
Wells Fargo
43
Wells Fargo
California
$420K -$6.08K -173 -2%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$396K +$2.57K +73 +0.7%
SSWM
45
Sheets Smith Wealth Management
North Carolina
$394K +$361K +10,264 New
UA
46
Unison Advisors
District of Columbia
$379K +$1.2K +34 +0.3%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$369K -$4.61K -131 -1%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$368K +$70.3K +2,000 +26%
Morgan Stanley
49
Morgan Stanley
New York
$356K +$196K +5,573 +150%
HW
50
Hancock Whitney
Mississippi
$348K -$126K -3,591 -28%

HURC Hedge Fund Activity: Q4 2019 in Review

88 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q4 2019, worth a combined $205M — up 21% from $170M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HURC positions and 8 closed out — a net gain of 1 holder — while 28 added to existing stakes and 34 trimmed.

The largest buyer was American Century Companies, adding an estimated $2.15M. The largest seller was Fidelity Investments, cutting an estimated $1.66M.

  • 88 institutional investors held Hurco Companies Inc (HURC) as of Q4 2019, up from 87 in Q3 2019.
  • Funds reported $205M of Hurco Companies Inc stock for Q4 2019, up 21% quarter-over-quarter.
  • 9 funds opened new Hurco Companies Inc positions in Q4 2019 and 8 closed out, a net change of +1 holder.
  • The largest Hurco Companies Inc buyer in Q4 2019 was American Century Companies, an estimated $2.15M added.
  • The largest Hurco Companies Inc seller in Q4 2019 was Fidelity Investments, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2019.