Hurco Companies Inc
HURC
58 hedge funds and large institutions have $120M invested in Hurco Companies Inc in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
57% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 14
21% more funds holding
Funds holding: 48 → 58 (+10)
9% more capital invested
Capital invested by funds: $110M → $120M (+$10.3M)
0.91% more ownership
Funds ownership: 71.89% → 72.8% (+0.91%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.72M |
| 2 |
Millennium Management
New York
|
+$1.09M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$901K |
| 4 |
Jane Street
New York
|
+$786K |
| 5 |
CWA
CM Wealth Advisors
Beachwood,
Ohio
|
+$721K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VHMC
Value Holdings Management Company
Hampton Bays,
New York
|
-$2.29M |
| 2 |
RA
Royce & Associates
New York
|
-$2.24M |
| 3 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$1.87M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$742K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$402K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WWP
51
WR Wealth Planners
Columbia,
Missouri
| $8.2K | +$8.95K | +324 | New |
|
52
UBS Group
Zurich,
Switzerland
| $8.15K | +$8.89K | +322 | New |
|
53
Osaic Holdings
Scottsdale,
Arizona
| $3.92K | -$249 | -9 | -5% |
|
|
SIC
54
Salem Investment Counselors
Winston Salem,
North Carolina
| $2.55K | – | – | – |
|
55
Wells Fargo
San Francisco,
California
| $1.12K | -$5.47K | -198 | -82% |
|
56
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
2L
57
25 LLC
St. Louis,
Missouri
| $472 | +$608 | +22 | New |
|
|
HNB
58
Huntington National Bank
Columbus,
Ohio
| $25 | – | – | – |
|
|
VHMC
59
Value Holdings Management Company
Hampton Bays,
New York
| – | -$2.29M | -87,813 | Closed |
|
60
Rockefeller Capital Management
New York
| – | -$9K | -377 | Closed |
|
HURC Hedge Fund Activity: Q1 2023 in Review
58 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q1 2023, worth a combined $120M — up 9.4% from $110M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new HURC positions and 2 closed out — a net gain of 10 holders — while 22 added to existing stakes and 14 trimmed.
The largest buyer was Ameriprise, adding an estimated $1.72M. The largest seller was Value Holdings Management Company, exiting entirely with an estimated $2.29M sold.
- 58 institutional investors held Hurco Companies Inc (HURC) as of Q1 2023, up from 48 in Q4 2022.
- Funds reported $120M of Hurco Companies Inc stock for Q1 2023, up 9.4% quarter-over-quarter.
- 12 funds opened new Hurco Companies Inc positions in Q1 2023 and 2 closed out, a net change of +10 holders.
- The largest Hurco Companies Inc buyer in Q1 2023 was Ameriprise, an estimated $1.72M added.
- The largest Hurco Companies Inc seller in Q1 2023 was Value Holdings Management Company, an estimated $2.29M sold.
Based on aggregated 13F filings for Q1 2023.