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Hurco Companies Inc
HURC

61 hedge funds and large institutions have $129M invested in Hurco Companies Inc in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

9% more capital invested

Capital invested by funds: $118M → $129M (+$10.5M)

5% more funds holding

Funds holding: 58 → 61 (+3)

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NCM
Nantahala Capital Management
Connecticut
+$2.67M
2
AIS
AlphaOne Investment Services
Pennsylvania
+$475K
3
TAM
THB Asset Management
Connecticut
+$447K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$409K
5
JP Morgan Chase
JP Morgan Chase
New York
+$349K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$665K
2
LSV Asset Management
LSV Asset Management
Illinois
-$546K
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$500K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$484K
5
CAM
ClariVest Asset Management
California
-$410K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$40K – – –
Creative Planning
52
Creative Planning
Kansas
$29K +$2.16K +85 +9%
U
53
UBS
Switzerland
$11K -$4.07K -160 -28%
Barclays
54
Barclays
United Kingdom
$11K +$1.6K +63 +19%
BlackRock
55
BlackRock
New York
$6K – – –
Ameriprise
56
Ameriprise
Minnesota
$4K – – –
Acadian Asset Management
57
Acadian Asset Management
Massachusetts
$2K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$1K +$864 +34 New
Wells Fargo
59
Wells Fargo
California
$1K +$1.09K +43 +4,300%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156 +$11.3K +445 +8%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
– -$500K -19,976 Closed
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
– -$484K -19,336 Closed
CAM
63
ClariVest Asset Management
California
– -$410K -16,356 Closed
PL
64
Parkwood LLC
Ohio
– -$102K -4,081 Closed
Bank of America
65
Bank of America
North Carolina
– -$5.85K -230 -97%
HNB
66
Huntington National Bank
Ohio
– -$5K -200 Closed
1 2
3

HURC Hedge Fund Activity: Q1 2014 in Review

61 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q1 2014, worth a combined $129M — up 8.9% from $118M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HURC positions and 5 closed out — a net gain of 3 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Nantahala Capital Management, adding an estimated $2.67M. The largest seller was Fidelity Investments, cutting an estimated $665K.

  • 61 institutional investors held Hurco Companies Inc (HURC) as of Q1 2014, up from 58 in Q4 2013.
  • Funds reported $129M of Hurco Companies Inc stock for Q1 2014, up 8.9% quarter-over-quarter.
  • 8 funds opened new Hurco Companies Inc positions in Q1 2014 and 5 closed out, a net change of +3 holders.
  • The largest Hurco Companies Inc buyer in Q1 2014 was Nantahala Capital Management, an estimated $2.67M added.
  • The largest Hurco Companies Inc seller in Q1 2014 was Fidelity Investments, an estimated $665K sold.

Based on aggregated 13F filings for Q1 2014.