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Hurco Companies Inc

67 hedge funds and large institutions have $136M invested in Hurco Companies Inc in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

10% more funds holding

Funds holding: 6167 (+6)

6% more capital invested

Capital invested by funds: $129M → $136M (+$7.93M)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
21
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$24.3M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$18.1M +$224K +8,176 +1%
TAM
3
THB Asset Management
Connecticut
$13.1M -$209K -7,633 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12.9M +$75.3K +2,751 +0.6%
Franklin Resources
5
Franklin Resources
California
$10.7M
NCM
6
Nantahala Capital Management
Connecticut
$6.34M -$823K -30,044 -12%
BFA
7
BlackRock Fund Advisors
California
$4.58M -$469K -17,113 -10%
AIS
8
AlphaOne Investment Services
Pennsylvania
$4.46M -$96.6K -3,528 -2%
Vanguard Group
9
Vanguard Group
Pennsylvania
$4.13M -$3.34K -122 -0.1%
JP Morgan Chase
10
JP Morgan Chase
New York
$4.09M +$239K +8,716 +6%
WHG
11
Westwood Holdings Group
Texas
$3.32M +$290K +10,600 +10%
State Street
12
State Street
Massachusetts
$2.73M -$4.57K -167 -0.2%
LSV Asset Management
13
LSV Asset Management
Illinois
$2.52M +$19.3K +706 +0.8%
KCM
14
Kennedy Capital Management
Missouri
$2.31M -$82 -3 -0%
Northern Trust
15
Northern Trust
Illinois
$2.25M -$267K -9,747 -11%
BIT
16
BlackRock Institutional Trust
California
$2.07M -$50.8K -1,855 -2%
BCM
17
Bridgeway Capital Management
Texas
$1.89M +$270K +9,855 +17%
PRCP
18
Pacific Ridge Capital Partners
Oregon
$1.73M -$14.8K -540 -0.9%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.62M +$8.11K +296 +0.5%
BFA
20
Bragg Financial Advisors
North Carolina
$1.36M
OC
21
Oppenheimer & Close
New York
$1.08M
Geode Capital Management
22
Geode Capital Management
Massachusetts
$866K +$10.5K +382 +1%
TCIM
23
TIAA CREF Investment Management
New York
$860K +$3.1K +113 +0.4%
PCM
24
Perritt Capital Management
Illinois
$705K +$427K +15,594 +166%
BIM
25
BlackRock Investment Management
Delaware
$608K -$7.72K -282 -1%

HURC Hedge Fund Activity: Q2 2014 in Review

67 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q2 2014, worth a combined $136M — up 6.2% from $129M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HURC positions and 2 closed out — a net gain of 6 holders — while 23 added to existing stakes and 21 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $444K. The largest seller was Nantahala Capital Management, cutting an estimated $823K.

  • 67 institutional investors held Hurco Companies Inc (HURC) as of Q2 2014, up from 61 in Q1 2014.
  • Funds reported $136M of Hurco Companies Inc stock for Q2 2014, up 6.2% quarter-over-quarter.
  • 8 funds opened new Hurco Companies Inc positions in Q2 2014 and 2 closed out, a net change of +6 holders.
  • The largest Hurco Companies Inc buyer in Q2 2014 was Acadian Asset Management, an estimated $444K added.
  • The largest Hurco Companies Inc seller in Q2 2014 was Nantahala Capital Management, an estimated $823K sold.

Based on aggregated 13F filings for Q2 2014.