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Hurco Companies Inc

61 hedge funds and large institutions have $148M invested in Hurco Companies Inc in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $147M → $148M (+$1.02M)

0.07% more ownership

Funds ownership: 79.47%79.54% (+0.07%)

8% less funds holding

Funds holding: 6661 (-5)

43% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 28

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
61
Holders Change
-5
Holders Change %
-7.58%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$504K +$26.6K +916 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$429K -$37.7K -1,300 -8%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$421K +$20.3K +700 +5%
Charles Schwab
29
Charles Schwab
California
$417K -$39.5K -1,361 -8%
Invesco
30
Invesco
Georgia
$376K -$10.9K -374 -3%
SEI Investments
31
SEI Investments
Pennsylvania
$367K +$38.1K +1,313 +11%
Axa
32
Axa
France
$340K -$131K -4,500 -27%
SRC
33
Shufro Rose & Co
New York
$329K
UA
34
Unison Advisors
District of Columbia
$283K +$1.31K +45 +0.5%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$276K
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$273K -$45.8K -1,580 -14%
SSWM
37
Sheets Smith Wealth Management
North Carolina
$256K
State Board of Administration of Florida Retirement System
38
State Board of Administration of Florida Retirement System
Florida
$220K +$225K +7,748 New
Squarepoint
39
Squarepoint
New York
$214K +$218K +7,528 New
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$204K
TRCT
41
Tower Research Capital (TRC)
New York
$202K +$165K +5,697 +402%
Bank of America
42
Bank of America
North Carolina
$164K -$22.1K -760 -12%
Barclays
43
Barclays
United Kingdom
$146K -$16.7K -577 -10%
Morgan Stanley
44
Morgan Stanley
New York
$123K +$48.4K +1,669 +63%
AIG
45
American International Group
New York
$106K -$5.37K -185 -5%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$97K -$174 -6 -0.2%
Deutsche Bank
47
Deutsche Bank
Germany
$92K +$8.99K +310 +11%
First Manhattan
48
First Manhattan
New York
$48K
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$44.8K +$29.4K +1,013 +179%
UBS Group
50
UBS Group
Switzerland
$43K -$63.3K -2,180 -59%

HURC Hedge Fund Activity: Q3 2020 in Review

61 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q3 2020, worth a combined $148M — up 0.69% from $147M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HURC and 5 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 16 added.

The largest buyer was Polar Asset Management Partners, adding an estimated $5.85M. The largest seller was Vanguard Group, cutting an estimated $4.62M.

  • 61 institutional investors held Hurco Companies Inc (HURC) as of Q3 2020, down from 66 in Q2 2020.
  • Funds reported $148M of Hurco Companies Inc stock for Q3 2020, up 0.69% quarter-over-quarter.
  • 5 funds opened new Hurco Companies Inc positions in Q3 2020 and 10 closed out, a net change of -5 holders.
  • The largest Hurco Companies Inc buyer in Q3 2020 was Polar Asset Management Partners, an estimated $5.85M added.
  • The largest Hurco Companies Inc seller in Q3 2020 was Vanguard Group, an estimated $4.62M sold.

Based on aggregated 13F filings for Q3 2020.