We are live on ! Find out more
HURC icon

Hurco Companies Inc
HURC

58 hedge funds and large institutions have $120M invested in Hurco Companies Inc in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

21% more funds holding

Funds holding: 48 → 58 (+10)

9% more capital invested

Capital invested by funds: $110M → $120M (+$10.3M)

0.91% more ownership

Funds ownership: 71.89% → 72.8% (+0.91%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
58
Holders Change
+10
Holders Change %
+20.83%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
22
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$1.72M
2
Millennium Management
Millennium Management
New York
+$1.09M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$901K
4
Jane Street
Jane Street
New York
+$786K
5
CWA
CM Wealth Advisors
Ohio
+$721K

Top Sellers

Rank Fund Capital Flow
1
VHMC
Value Holdings Management Company
New York
-$2.29M
2
RA
Royce & Associates
New York
-$2.24M
3
BIP
Brandes Investment Partners
California
-$1.87M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$742K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$402K
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
26
State Street
Massachusetts
$573K +$24.9K +900 +4%
Morgan Stanley
27
Morgan Stanley
New York
$535K +$216K +7,803 +59%
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$486K +$530K +19,183 New
Brown Advisory
29
Brown Advisory
Maryland
$458K – – –
Diamond Hill Capital Management
30
Diamond Hill Capital Management
Ohio
$456K +$50.7K +1,836 +11%
Citadel Advisors
31
Citadel Advisors
Florida
$445K +$221K +8,010 +84%
Goldman Sachs
32
Goldman Sachs
New York
$439K +$224K +8,120 +88%
WCA
33
Waypoint Capital Advisors
Minnesota
$403K – – –
Northern Trust
34
Northern Trust
Illinois
$399K -$14.3K -518 -3%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$372K +$34.2K +1,240 +9%
SRC
36
Shufro Rose & Co
New York
$349K +$27.6K +1,000 +8%
Citigroup
37
Citigroup
New York
$323K +$353K +12,771 New
Two Sigma Advisers
38
Two Sigma Advisers
New York
$300K – – –
Two Sigma Investments
39
Two Sigma Investments
New York
$284K -$58.2K -2,108 -16%
American Century Companies
40
American Century Companies
Missouri
$266K -$82.6K -2,990 -22%
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$261K +$284K +10,300 New
MAM
42
Marquette Asset Management
Minnesota
$256K – – –
HF
43
HRT Financial
New York
$234K +$256K +9,261 New
AAS
44
Annex Advisory Services
Wisconsin
$203K -$181K -6,547 -45%
Barclays
45
Barclays
United Kingdom
$195K +$58.5K +2,119 +38%
Bank of America
46
Bank of America
North Carolina
$147K +$8.51K +308 +6%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$86K +$276 +10 +0.3%
JP Morgan Chase
48
JP Morgan Chase
New York
$47K +$51.3K +1,856 New
CCM
49
Copeland Capital Management
Pennsylvania
$34K +$2.93K +106 +9%
TRCT
50
Tower Research Capital (TRC)
New York
$28K +$30.5K +1,103 +13,788%
1
2
3

HURC Hedge Fund Activity: Q1 2023 in Review

58 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q1 2023, worth a combined $120M — up 9.4% from $110M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HURC positions and 2 closed out — a net gain of 10 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was Ameriprise, adding an estimated $1.72M. The largest seller was Value Holdings Management Company, exiting entirely with an estimated $2.29M sold.

  • 58 institutional investors held Hurco Companies Inc (HURC) as of Q1 2023, up from 48 in Q4 2022.
  • Funds reported $120M of Hurco Companies Inc stock for Q1 2023, up 9.4% quarter-over-quarter.
  • 12 funds opened new Hurco Companies Inc positions in Q1 2023 and 2 closed out, a net change of +10 holders.
  • The largest Hurco Companies Inc buyer in Q1 2023 was Ameriprise, an estimated $1.72M added.
  • The largest Hurco Companies Inc seller in Q1 2023 was Value Holdings Management Company, an estimated $2.29M sold.

Based on aggregated 13F filings for Q1 2023.