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Hurco Companies Inc

56 hedge funds and large institutions have $92.8M invested in Hurco Companies Inc in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.37% less ownership

Funds ownership: 71.09%70.72% (-0.37%)

3% less funds holding

Funds holding: 5856 (-2)

6% less capital invested

Capital invested by funds: $98.9M → $92.8M (-$6.08M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
21
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
26
Marquette Asset Management
Minnesota
$452K +$100K +4,254 +23%
Citigroup
27
Citigroup
New York
$390K +$44K +1,872 +11%
Bank of America
28
Bank of America
North Carolina
$387K -$315K -13,394 -41%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$377K +$58K +2,465 +15%
State Street
30
State Street
Massachusetts
$367K +$4.7K +200 +1%
Brown Advisory
31
Brown Advisory
Maryland
$365K
Goldman Sachs
32
Goldman Sachs
New York
$345K +$403K +17,116 New
Northern Trust
33
Northern Trust
Illinois
$324K -$1.79K -76 -0.5%
JP Morgan Chase
34
JP Morgan Chase
New York
$307K +$195K +8,277 +119%
CCP
35
Carmel Capital Partners
California
$249K +$3.72K +158 +1%
SRC
36
Shufro Rose & Co
New York
$235K -$50.6K -2,150 -16%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$221K -$2.35K -100 -0.9%
Morgan Stanley
38
Morgan Stanley
New York
$220K -$235K -9,975 -48%
Man Group
39
Man Group
United Kingdom
$216K +$253K +10,739 New
Barclays
40
Barclays
United Kingdom
$208K -$4.45K -189 -2%
American Century Companies
41
American Century Companies
Missouri
$202K
IA
42
IFP Advisors
Florida
$185K
CSC
43
Caldwell Sutter Capital
California
$149K
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$127K -$165 -7 -0.1%
First Manhattan
45
First Manhattan
New York
$82.7K -$4.7K -200 -5%
UBS Group
46
UBS Group
Switzerland
$18.1K +$16.6K +706 +366%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$17K
Comerica Bank
48
Comerica Bank
Texas
$7.52K
FHA
49
First Horizon Advisors
Tennessee
$5.6K +$6.54K +278 New
TRCT
50
Tower Research Capital (TRC)
New York
$4.84K -$12.6K -537 -69%

HURC Hedge Fund Activity: Q1 2024 in Review

56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q1 2024, worth a combined $92.8M — down 6.2% from $98.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HURC and 6 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 21 added.

The largest buyer was Invenomic Capital Management, adding an estimated $1.78M. The largest seller was Royce & Associates, cutting an estimated $5.31M.

  • 56 institutional investors held Hurco Companies Inc (HURC) as of Q1 2024, down from 58 in Q4 2023.
  • Funds reported $92.8M of Hurco Companies Inc stock for Q1 2024, down 6.2% quarter-over-quarter.
  • 6 funds opened new Hurco Companies Inc positions in Q1 2024 and 8 closed out, a net change of -2 holders.
  • The largest Hurco Companies Inc buyer in Q1 2024 was Invenomic Capital Management, an estimated $1.78M added.
  • The largest Hurco Companies Inc seller in Q1 2024 was Royce & Associates, an estimated $5.31M sold.

Based on aggregated 13F filings for Q1 2024.