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Hurco Companies Inc
HURC

65 hedge funds and large institutions have $159M invested in Hurco Companies Inc in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

0.16% less ownership

Funds ownership: 76.4% → 76.25% (-0.16%)

4% less capital invested

Capital invested by funds: $166M → $159M (-$6.97M)

10% less funds holding

Funds holding: 72 → 65 (-7)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
65
Holders Change
-7
Holders Change %
-9.72%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
22
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.01M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$2.31M
3
PRCP
Pacific Ridge Capital Partners
Oregon
+$768K
4
Creative Planning
Creative Planning
Kansas
+$721K
5
VHMC
Value Holdings Management Company
New York
+$716K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.29M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.15M
3
BFA
Bragg Financial Advisors
North Carolina
-$881K
4
Morgan Stanley
Morgan Stanley
New York
-$548K
5
PPA
Parametric Portfolio Associates
Washington
-$430K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
51
American International Group
New York
$121K +$7.46K +251 +7%
Legal & General Group
52
Legal & General Group
United Kingdom
$63K +$594 +20 +1%
Deutsche Bank
53
Deutsche Bank
Germany
$52K -$82.1K -2,764 -62%
First Manhattan
54
First Manhattan
New York
$52K – – –
Bank of America
55
Bank of America
North Carolina
$43K +$9.45K +318 +29%
UBS Group
56
UBS Group
Switzerland
$25K -$12.7K -429 -35%
AIP
57
Ameritas Investment Partners
Nebraska
$16K +$15.7K +529 New
PCM
58
Prelude Capital Management
New York
$15K -$47.1K -1,584 -76%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$7K -$6.18K -208 -47%
AG
60
Advisor Group
Arizona
$3K – – –
IWM
61
IHT Wealth Management
Illinois
$3K – – –
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$1K – – –
Barclays
63
Barclays
United Kingdom
$1K +$238 +8 +38%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$529 -$9.6K -323 -95%
Walleye Trading
65
Walleye Trading
New York
$1 – – –
PPA
66
Parametric Portfolio Associates
Washington
– -$430K -12,980 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
– -$314K -9,496 Closed
First Trust Advisors
68
First Trust Advisors
Illinois
– -$244K -7,370 Closed
Axa
69
Axa
France
– -$218K -6,600 Closed
BGIM
70
Brandywine Global Investment Management
Pennsylvania
– -$161K -4,840 Closed
PAM
71
Panagora Asset Management
Massachusetts
– -$50K -1,496 Closed
1 2
3

HURC Hedge Fund Activity: Q1 2017 in Review

65 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q1 2017, worth a combined $159M — down 4.2% from $166M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of HURC and 4 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 22 added.

The largest buyer was BlackRock, adding an estimated $9.01M. The largest seller was JP Morgan Chase, cutting an estimated $1.29M.

  • 65 institutional investors held Hurco Companies Inc (HURC) as of Q1 2017, down from 72 in Q4 2016.
  • Funds reported $159M of Hurco Companies Inc stock for Q1 2017, down 4.2% quarter-over-quarter.
  • 4 funds opened new Hurco Companies Inc positions in Q1 2017 and 6 closed out, a net change of -2 holders.
  • The largest Hurco Companies Inc buyer in Q1 2017 was BlackRock, an estimated $9.01M added.
  • The largest Hurco Companies Inc seller in Q1 2017 was JP Morgan Chase, an estimated $1.29M sold.

Based on aggregated 13F filings for Q1 2017.