We are live on ! Find out more
HURC icon

Hurco Companies Inc

48 hedge funds and large institutions have $110M invested in Hurco Companies Inc in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

4% more funds holding

Funds holding: 4648 (+2)

4% more capital invested

Capital invested by funds: $105M → $110M (+$4.59M)

0.55% more ownership

Funds ownership: 71.34%71.89% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
14
Reduced
17
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
26
Waypoint Capital Advisors
Minnesota
$415K +$394K +15,895 New
AAS
27
Annex Advisory Services
Wisconsin
$380K +$105K +4,239 +41%
American Century Companies
28
American Century Companies
Missouri
$352K -$49.8K -2,010 -13%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$351K +$18K +726 +6%
Morgan Stanley
30
Morgan Stanley
New York
$348K +$103K +4,156 +45%
Two Sigma Investments
31
Two Sigma Investments
New York
$348K -$141K -5,705 -30%
SRC
32
Shufro Rose & Co
New York
$334K
Two Sigma Advisers
33
Two Sigma Advisers
New York
$310K -$216K -8,700 -42%
MAM
34
Marquette Asset Management
Minnesota
$264K +$48.4K +1,952 +24%
Citadel Advisors
35
Citadel Advisors
Florida
$250K +$237K +9,570 New
Goldman Sachs
36
Goldman Sachs
New York
$240K -$45.1K -1,818 -16%
Barclays
37
Barclays
United Kingdom
$146K
Bank of America
38
Bank of America
North Carolina
$144K +$174 +7 +0.1%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$89K
CCM
40
Copeland Capital Management
Pennsylvania
$32K +$471 +19 +2%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$13.5K -$57.1K -2,302 -0.4%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$9K +$9.35K +377 New
Wells Fargo
43
Wells Fargo
California
$6.32K +$4.96K +200 +476%
Osaic Holdings
44
Osaic Holdings
Arizona
$5K -$10.8K -436 -73%
SIC
45
Salem Investment Counselors
North Carolina
$2.61K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$1K
HNB
47
Huntington National Bank
Ohio
$26
NIMC
48
Nierenberg Investment Management Company
Washington
-$542K -24,110 Closed
TRCT
49
Tower Research Capital (TRC)
New York
-$15.4K -620 -99%

HURC Hedge Fund Activity: Q4 2022 in Review

48 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q4 2022, worth a combined $110M — up 4.4% from $105M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new HURC positions and 1 closed out — a net gain of 2 holders — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Meros Investment Management, adding an estimated $1.58M. The largest seller was Brandes Investment Partners, cutting an estimated $1.79M.

  • 48 institutional investors held Hurco Companies Inc (HURC) as of Q4 2022, up from 46 in Q3 2022.
  • Funds reported $110M of Hurco Companies Inc stock for Q4 2022, up 4.4% quarter-over-quarter.
  • 3 funds opened new Hurco Companies Inc positions in Q4 2022 and 1 closed out, a net change of +2 holders.
  • The largest Hurco Companies Inc buyer in Q4 2022 was Meros Investment Management, an estimated $1.58M added.
  • The largest Hurco Companies Inc seller in Q4 2022 was Brandes Investment Partners, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2022.