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Hurco Companies Inc

58 hedge funds and large institutions have $121M invested in Hurco Companies Inc in 2013 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

6% less funds holding

Funds holding: 6258 (-4)

9% less capital invested

Capital invested by funds: $133M → $121M (-$12.6M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
30
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$22.6M +$42.2K +1,485 +0.2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$17.5M +$689K +24,226 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$11.8M +$66K +2,321 +0.5%
TAM
4
THB Asset Management
Connecticut
$10.8M -$253K -8,905 -2%
Franklin Resources
5
Franklin Resources
California
$9.8M
BFA
6
BlackRock Fund Advisors
California
$4.78M +$529K +18,609 +11%
NCM
7
Nantahala Capital Management
Connecticut
$3.88M -$956K -33,625 -18%
Vanguard Group
8
Vanguard Group
Pennsylvania
$3.55M +$2.02K +71 +0.1%
AIS
9
AlphaOne Investment Services
Pennsylvania
$3.22M +$128K +4,483 +4%
JP Morgan Chase
10
JP Morgan Chase
New York
$3.15M +$346K +12,163 +11%
LSV Asset Management
11
LSV Asset Management
Illinois
$3M +$849K +29,865 +35%
WHG
12
Westwood Holdings Group
Texas
$2.56M +$82.5K +2,900 +3%
State Street
13
State Street
Massachusetts
$2.53M +$6.63K +233 +0.2%
Northern Trust
14
Northern Trust
Illinois
$2.49M +$27.3K +960 +1%
KCM
15
Kennedy Capital Management
Missouri
$2.23M -$24.3K -853 -1%
BIT
16
BlackRock Institutional Trust
California
$2.15M +$44.6K +1,567 +2%
BCM
17
Bridgeway Capital Management
Texas
$1.48M
BFA
18
Bragg Financial Advisors
North Carolina
$1.32M +$11.9K +420 +0.8%
WG
19
Winchester Group
New York
$1.03M
Bank of New York Mellon
20
Bank of New York Mellon
New York
$880K -$53.6K -1,883 -5%
TCIM
21
TIAA CREF Investment Management
New York
$785K -$45.8K -1,612 -5%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$664K +$35.8K +1,260 +5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$660K +$151K +5,320 +26%
Axa
24
Axa
France
$584K +$96.7K +3,400 +18%
BIM
25
BlackRock Investment Management
Delaware
$579K +$7.65K +269 +1%

HURC Hedge Fund Activity: Q3 2013 in Review

58 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q3 2013, worth a combined $121M — down 9.5% from $133M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of HURC and 0 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 30 added.

The largest buyer was LSV Asset Management, adding an estimated $849K. The largest seller was Nantahala Capital Management, cutting an estimated $956K.

  • 58 institutional investors held Hurco Companies Inc (HURC) as of Q3 2013, down from 62 in Q2 2013.
  • Funds reported $121M of Hurco Companies Inc stock for Q3 2013, down 9.5% quarter-over-quarter.
  • 0 funds opened new Hurco Companies Inc positions in Q3 2013 and 4 closed out, a net change of -4 holders.
  • The largest Hurco Companies Inc buyer in Q3 2013 was LSV Asset Management, an estimated $849K added.
  • The largest Hurco Companies Inc seller in Q3 2013 was Nantahala Capital Management, an estimated $956K sold.

Based on aggregated 13F filings for Q3 2013.