Hurco Companies Inc
HURC
58 hedge funds and large institutions have $98.9M invested in Hurco Companies Inc in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 15
0% more funds holding
Funds holding: 58 → 58 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.67% less ownership
Funds ownership: 71.77% → 71.09% (-0.67%)
5% less capital invested
Capital invested by funds: $104M → $98.9M (-$5.09M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oppenheimer & Close
New York
|
+$1.42M |
| 2 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$714K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$447K |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$403K |
| 5 |
Citigroup
New York
|
+$329K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$3.37M |
| 2 |
VC
Voss Capital
Houston,
Texas
|
-$904K |
| 3 |
JIC
Juniper Investment Company
New York
|
-$760K |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$437K |
| 5 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$348K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Acadian Asset Management
Boston,
Massachusetts
| $26K | -$79.5K | -3,821 | -76% |
|
52
RhumbLine Advisers
Boston,
Massachusetts
| $18.1K | – | – | – |
|
|
TRCT
53
Tower Research Capital (TRC)
New York
| $16.7K | +$11.8K | +567 | +270% |
|
54
Comerica Bank
Dallas,
Texas
| $8.03K | +$1.08K | +52 | +16% |
|
55
UBS Group
Zurich,
Switzerland
| $4.16K | +$4.01K | +193 | New |
|
|
SIC
56
Salem Investment Counselors
Winston Salem,
North Carolina
| $2.17K | – | – | – |
|
57
Wells Fargo
San Francisco,
California
| $1.03K | +$62 | +3 | +7% |
|
|
HNB
58
Huntington National Bank
Columbus,
Ohio
| $22 | – | – | – |
|
|
JIC
59
Juniper Investment Company
New York
| – | -$760K | -33,880 | Closed |
|
|
60
Diamond Hill Capital Management
Columbus,
Ohio
| – | -$437K | -19,500 | Closed |
|
|
AAS
61
Annex Advisory Services
Brookfield,
Wisconsin
| – | -$348K | -15,507 | Closed |
|
62
Two Sigma Investments
New York
| – | -$229K | -10,201 | Closed |
|
HURC Hedge Fund Activity: Q4 2023 in Review
58 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q4 2023, worth a combined $98.9M — down 4.9% from $104M a quarter earlier.
Fund positioning in HURC was balanced in Q4 2023: 4 funds opened new positions, 4 closed out, 30 added to existing stakes and 15 trimmed.
The largest buyer was Oppenheimer & Close, adding an estimated $1.42M. The largest seller was Royce & Associates, cutting an estimated $3.37M.
- 58 institutional investors held Hurco Companies Inc (HURC) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $98.9M of Hurco Companies Inc stock for Q4 2023, down 4.9% quarter-over-quarter.
- 4 funds opened new Hurco Companies Inc positions in Q4 2023 and 4 closed out, a net change of 0 holders.
- The largest Hurco Companies Inc buyer in Q4 2023 was Oppenheimer & Close, an estimated $1.42M added.
- The largest Hurco Companies Inc seller in Q4 2023 was Royce & Associates, an estimated $3.37M sold.
Based on aggregated 13F filings for Q4 2023.