Hurco Companies Inc
HURC
78 hedge funds and large institutions have $168M invested in Hurco Companies Inc in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
21% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 24
4% more funds holding
Funds holding: 75 → 78 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less capital invested
Capital invested by funds: $185M → $168M (-$17.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$2.8M |
| 2 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
+$1.94M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.2M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$1.03M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$847K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$3.64M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.73M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$2.03M |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$1.77M |
| 5 |
AIS
AlphaOne Investment Services
West Chester,
Pennsylvania
|
-$1.73M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | – | – | – |
|
|
MCM
77
MV Capital Management
Bethesda,
Maryland
| $1K | +$563 | +16 | New |
|
78
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $148 | -$2.43K | -69 | -2% |
|
|
WHG
79
Westwood Holdings Group
Dallas,
Texas
| – | -$3.64M | -96,628 | Closed |
|
|
KCM
80
Kennedy Capital Management
St Louis,
Missouri
| – | -$2.03M | -54,018 | Closed |
|
|
TC
81
TFS Capital
West Chester,
Pennsylvania
| – | -$1.77M | -46,954 | Closed |
|
82
BNP Paribas Financial Markets
Paris,
France
| – | -$13.6K | -362 | Closed |
|
83
Ameriprise
Minneapolis,
Minnesota
| – | -$8K | -206 | Closed |
|
84
Bank of America
Charlotte,
North Carolina
| – | -$3K | -81 | Closed |
|
HURC Hedge Fund Activity: Q4 2014 in Review
78 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q4 2014, worth a combined $168M — down 9.4% from $185M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HURC positions and 6 closed out — a net gain of 5 holders — while 29 added to existing stakes and 24 trimmed.
The largest buyer was O'Shaughnessy Asset Management, adding an estimated $2.8M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $3.64M sold.
- 78 institutional investors held Hurco Companies Inc (HURC) as of Q4 2014, up from 75 in Q3 2014.
- Funds reported $168M of Hurco Companies Inc stock for Q4 2014, down 9.4% quarter-over-quarter.
- 11 funds opened new Hurco Companies Inc positions in Q4 2014 and 6 closed out, a net change of +5 holders.
- The largest Hurco Companies Inc buyer in Q4 2014 was O'Shaughnessy Asset Management, an estimated $2.8M added.
- The largest Hurco Companies Inc seller in Q4 2014 was Westwood Holdings Group, an estimated $3.64M sold.
Based on aggregated 13F filings for Q4 2014.