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Hurco Companies Inc

58 hedge funds and large institutions have $104M invested in Hurco Companies Inc in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 5758 (+1)

4% more capital invested

Capital invested by funds: $99.9M → $104M (+$4.08M)

0.33% more ownership

Funds ownership: 71.43%71.77% (+0.33%)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
19
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Diamond Hill Capital Management
26
Diamond Hill Capital Management
Ohio
$437K
Brown Advisory
27
Brown Advisory
Maryland
$406K
State Street
28
State Street
Massachusetts
$404K -$100K -4,605 -20%
Northern Trust
29
Northern Trust
Illinois
$365K -$4.24K -195 -1%
MAM
30
Marquette Asset Management
Minnesota
$365K +$62.9K +2,889 +22%
AAS
31
Annex Advisory Services
Wisconsin
$348K +$131K +6,034 +64%
TBA
32
Tower Bridge Advisors
Pennsylvania
$324K -$631 -29 -0.2%
SRC
33
Shufro Rose & Co
New York
$310K
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$272K
Two Sigma Advisers
35
Two Sigma Advisers
New York
$266K
Morgan Stanley
36
Morgan Stanley
New York
$263K +$23.9K +1,097 +10%
Connor, Clark & Lunn Investment Management (CC&L)
37
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$251K +$244K +11,196 New
GCP
38
GSA Capital Partners
United Kingdom
$251K +$243K +11,182 New
Bank of America
39
Bank of America
North Carolina
$249K +$113K +5,177 +87%
Two Sigma Investments
40
Two Sigma Investments
New York
$229K -$15.2K -700 -6%
American Century Companies
41
American Century Companies
Missouri
$225K -$4.66K -214 -2%
IA
42
IFP Advisors
Florida
$206K +$200K +9,200 New
QC
43
Quadrature Capital
United Kingdom
$206K -$15.6K -719 -7%
Barclays
44
Barclays
United Kingdom
$203K +$76K +3,492 +63%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$141K +$23.9K +1,100 +21%
CSC
46
Caldwell Sutter Capital
California
$120K +$62K +2,850 +113%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$113K -$409K -18,797 -79%
Citigroup
48
Citigroup
New York
$37.3K +$36.1K +1,661 New
CCP
49
Carmel Capital Partners
California
$34.7K +$33.6K +1,546 New
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$31.6K +$30.7K +1,411 New

HURC Hedge Fund Activity: Q3 2023 in Review

58 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q3 2023, worth a combined $104M — up 4.1% from $99.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HURC positions and 6 closed out — a net gain of 2 holders — while 19 added to existing stakes and 19 trimmed.

The largest buyer was Meros Investment Management, adding an estimated $1.05M. The largest seller was Millennium Management, exiting entirely with an estimated $1.06M sold.

  • 58 institutional investors held Hurco Companies Inc (HURC) as of Q3 2023, up from 57 in Q2 2023.
  • Funds reported $104M of Hurco Companies Inc stock for Q3 2023, up 4.1% quarter-over-quarter.
  • 8 funds opened new Hurco Companies Inc positions in Q3 2023 and 6 closed out, a net change of +2 holders.
  • The largest Hurco Companies Inc buyer in Q3 2023 was Meros Investment Management, an estimated $1.05M added.
  • The largest Hurco Companies Inc seller in Q3 2023 was Millennium Management, an estimated $1.06M sold.

Based on aggregated 13F filings for Q3 2023.