Hurco Companies Inc
HURC
59 hedge funds and large institutions have $156M invested in Hurco Companies Inc in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 5 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 17
5% more capital invested
Capital invested by funds: $148M → $156M (+$7.43M)
0.42% less ownership
Funds ownership: 79.54% → 79.12% (-0.42%)
3% less funds holding
Funds holding: 61 → 59 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$2.13M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$888K |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$816K |
| 4 |
BlackRock
New York
|
+$726K |
| 5 |
Morgan Stanley
New York
|
+$280K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$1.57M |
| 2 |
VHMC
Value Holdings Management Company
Hampton Bays,
New York
|
-$759K |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$633K |
| 4 |
RA
Royce & Associates
New York
|
-$612K |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$608K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of Montreal
Toronto,
Ontario, Canada
| $33K | +$21.8K | +718 | +197% |
|
52
Osaic Holdings
Scottsdale,
Arizona
| $24K | – | – | – |
|
|
CCM
53
Copeland Capital Management
Conshohocken,
Pennsylvania
| $23K | +$882 | +29 | +4% |
|
54
Legal & General Group
London,
United Kingdom
| $17K | – | – | – |
|
|
AIP
55
Ameritas Investment Partners
Lincoln,
Nebraska
| $16K | – | – | – |
|
|
SIC
56
Salem Investment Counselors
Winston Salem,
North Carolina
| $3K | – | – | – |
|
57
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | – | – | – |
|
|
AIG
58
American International Group
New York
| $109 | -$3.13K | -103 | -3% |
|
|
59
Russell Investments Group
London,
United Kingdom
| – | -$633K | -22,311 | Closed |
|
|
60
LSV Asset Management
Chicago,
Illinois
| – | -$608K | -21,436 | Closed |
|
61
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| – | -$429K | -15,100 | Closed |
|
62
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$14K | -500 | Closed |
|
|
PCM
63
Prelude Capital Management
New York
| – | -$3K | -100 | Closed |
|
HURC Hedge Fund Activity: Q4 2020 in Review
59 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q4 2020, worth a combined $156M — up 5% from $148M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of HURC and 3 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 26 added.
The largest buyer was Polar Asset Management Partners, adding an estimated $2.13M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $1.57M.
- 59 institutional investors held Hurco Companies Inc (HURC) as of Q4 2020, down from 61 in Q3 2020.
- Funds reported $156M of Hurco Companies Inc stock for Q4 2020, up 5% quarter-over-quarter.
- 3 funds opened new Hurco Companies Inc positions in Q4 2020 and 5 closed out, a net change of -2 holders.
- The largest Hurco Companies Inc buyer in Q4 2020 was Polar Asset Management Partners, an estimated $2.13M added.
- The largest Hurco Companies Inc seller in Q4 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $1.57M sold.
Based on aggregated 13F filings for Q4 2020.