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Hurco Companies Inc

91 hedge funds and large institutions have $194M invested in Hurco Companies Inc in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

0.04% more ownership

Funds ownership: 80.53%80.56% (+0.04%)

0% more funds holding

Funds holding: 9191 (0)

12% less capital invested

Capital invested by funds: $220M → $194M (-$25.6M)

Holders
91
Holders Change
Holders Change %
0%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
31
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$44K +$40K +1,058 +575%
Legal & General Group
77
Legal & General Group
United Kingdom
$36K
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$35.5K -$12K -318 -24%
Morgan Stanley
79
Morgan Stanley
New York
$23K -$388K -10,256 -94%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$19K -$209K -5,533 -91%
AIP
81
Ameritas Investment Partners
Nebraska
$19K
CCM
82
Copeland Capital Management
Pennsylvania
$16K +$5.56K +147 +50%
QT
83
Quantamental Technologies
New York
$8K +$38 +1 +0.4%
TRCT
84
Tower Research Capital (TRC)
New York
$8K +$8.73K +231 New
CAM
85
ClariVest Asset Management
California
$7K
US Bancorp
86
US Bancorp
Minnesota
$7K
SIC
87
Salem Investment Counselors
North Carolina
$4K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$2K
Canada Life
89
Canada Life
Manitoba, Canada
$2K +$227 +6 +11%
CAW
90
Cornerstone Advisors (Washington)
Washington
$1K +$869 +23 New
BPM
91
Bowling Portfolio Management
Ohio
-$481K -11,923 Closed
Ohio Public Employees Retirement System (OPERS)
92
Ohio Public Employees Retirement System (OPERS)
Ohio
-$366K -9,077 Closed
CEP
93
Chicago Equity Partners
Illinois
-$351K -8,715 Closed
AG
94
Algert Global
California
-$318K -7,874 Closed
SSWM
95
Sheets Smith Wealth Management
North Carolina
-$219K -5,436 Closed
SG Americas Securities
96
SG Americas Securities
New York
-$200K -4,947 Closed
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
-$1K -37 Closed
HNB
98
Huntington National Bank
Ohio
+$38 +1 New

HURC Hedge Fund Activity: Q2 2019 in Review

91 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q2 2019, worth a combined $194M — down 12% from $220M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HURC positions and 7 closed out — a net gain of 2 holders — while 31 added to existing stakes and 29 trimmed.

The largest buyer was American Century Companies, adding an estimated $3.15M. The largest seller was Royce & Associates, cutting an estimated $2.53M.

  • 91 institutional investors held Hurco Companies Inc (HURC) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $194M of Hurco Companies Inc stock for Q2 2019, down 12% quarter-over-quarter.
  • 9 funds opened new Hurco Companies Inc positions in Q2 2019 and 7 closed out, a net change of +2 holders.
  • The largest Hurco Companies Inc buyer in Q2 2019 was American Century Companies, an estimated $3.15M added.
  • The largest Hurco Companies Inc seller in Q2 2019 was Royce & Associates, an estimated $2.53M sold.

Based on aggregated 13F filings for Q2 2019.