We are live on ! Find out more
HURC icon

Hurco Companies Inc

57 hedge funds and large institutions have $99.9M invested in Hurco Companies Inc in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1.36% less ownership

Funds ownership: 72.8%71.43% (-1.4%)

2% less funds holding

Funds holding: 5857 (-1)

17% less capital invested

Capital invested by funds: $120M → $99.9M (-$20.4M)

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
21
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
26
State Street
Massachusetts
$491K
Diamond Hill Capital Management
27
Diamond Hill Capital Management
Ohio
$422K +$34K +1,500 +8%
EST
28
EA Series Trust
Pennsylvania
$412K +$431K +19,042 New
EF
29
Empowered Funds
Pennsylvania
$412K +$431K +19,042 New
Brown Advisory
30
Brown Advisory
Maryland
$392K
Northern Trust
31
Northern Trust
Illinois
$357K +$16.4K +724 +5%
WCA
32
Waypoint Capital Advisors
Minnesota
$342K
TBA
33
Tower Bridge Advisors
Pennsylvania
$314K +$328K +14,492 New
SRC
34
Shufro Rose & Co
New York
$299K
MAM
35
Marquette Asset Management
Minnesota
$289K +$73.4K +3,241 +32%
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$272K -$150K -6,619 -35%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$262K +$40.7K +1,800 +17%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$257K
Two Sigma Investments
39
Two Sigma Investments
New York
$236K -$6.79K -300 -3%
Morgan Stanley
40
Morgan Stanley
New York
$230K -$237K -10,492 -50%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$224K +$227K +10,019 New
American Century Companies
42
American Century Companies
Missouri
$222K -$5.46K -241 -2%
QC
43
Quadrature Capital
United Kingdom
$215K +$224K +9,901 New
AAS
44
Annex Advisory Services
Wisconsin
$205K +$33.3K +1,470 +18%
Bank of America
45
Bank of America
North Carolina
$128K +$2.76K +122 +2%
Barclays
46
Barclays
United Kingdom
$121K -$48K -2,119 -28%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$113K +$40.5K +1,790 +52%
CSC
48
Caldwell Sutter Capital
California
$54.5K +$56.9K +2,515 New
JP Morgan Chase
49
JP Morgan Chase
New York
$39.1K -$1.09K -48 -3%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$18.3K +$19.1K +843 New

HURC Hedge Fund Activity: Q2 2023 in Review

57 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q2 2023, worth a combined $99.9M — down 17% from $120M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HURC and 10 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 21 added.

The largest buyer was Acuitas Investments, opening a new position worth an estimated $1.45M. The largest seller was Royce & Associates, cutting an estimated $3.8M.

  • 57 institutional investors held Hurco Companies Inc (HURC) as of Q2 2023, down from 58 in Q1 2023.
  • Funds reported $99.9M of Hurco Companies Inc stock for Q2 2023, down 17% quarter-over-quarter.
  • 10 funds opened new Hurco Companies Inc positions in Q2 2023 and 11 closed out, a net change of -1 holder.
  • The largest Hurco Companies Inc buyer in Q2 2023 was Acuitas Investments, an estimated $1.45M added.
  • The largest Hurco Companies Inc seller in Q2 2023 was Royce & Associates, an estimated $3.8M sold.

Based on aggregated 13F filings for Q2 2023.