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Hurco Companies Inc
HURC

79 hedge funds and large institutions have $161M invested in Hurco Companies Inc in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 78 → 79 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $168M → $161M (-$6.97M)

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
28
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.07M
2
DP
Dearborn Partners
Illinois
+$623K
3
MAM
Martingale Asset Management
Massachusetts
+$437K
4
Axa
Axa
France
+$343K
5
GCP
GSA Capital Partners
United Kingdom
+$340K

Top Sellers

Rank Fund Capital Flow
1
NFA
Nationwide Fund Advisors
Ohio
-$1.89M
2
EI
EAM Investors
California
-$1.42M
3
DCM
Dupont Capital Management
Delaware
-$426K
4
RA
Royce & Associates
New York
-$400K
5
CIC
Cornercap Investment Counsel
Georgia
-$336K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1
Royce & Associates
New York
$28.5M -$400K -11,722 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$18.6M – – –
TAM
3
THB Asset Management
Connecticut
$17.5M +$308K +9,023 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16.3M +$80.1K +2,347 +0.5%
Franklin Resources
5
Franklin Resources
California
$12.3M – – –
JP Morgan Chase
6
JP Morgan Chase
New York
$6.19M +$1.07M +31,400 +20%
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.89M +$108K +3,169 +2%
BFA
8
BlackRock Fund Advisors
California
$5.76M -$99.9K -2,926 -2%
OSAM
9
O'Shaughnessy Asset Management
Connecticut
$3.61M -$85.9K -2,516 -2%
State Street
10
State Street
Massachusetts
$3.37M +$169K +4,947 +5%
AIS
11
AlphaOne Investment Services
Pennsylvania
$3.36M +$3.42K +100 +0.1%
BCM
12
Bridgeway Capital Management
Texas
$3.17M – – –
LSV Asset Management
13
LSV Asset Management
Illinois
$2.98M – – –
PRCP
14
Pacific Ridge Capital Partners
Oregon
$2.57M +$85.4K +2,500 +3%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$2.53M +$187K +5,471 +8%
Northern Trust
16
Northern Trust
Illinois
$2.44M -$18K -528 -0.7%
BIT
17
BlackRock Institutional Trust
California
$2.08M -$56.1K -1,644 -3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.87M +$339K +9,919 +21%
Morgan Stanley
19
Morgan Stanley
New York
$1.84M -$216K -6,329 -10%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.82M -$43.3K -1,269 -2%
BFA
21
Bragg Financial Advisors
North Carolina
$1.6M +$46.8K +1,370 +3%
AG
22
Algert Global
California
$1.09M – – –
PTC
23
Philadelphia Trust Company
Pennsylvania
$936K -$283K -8,300 -23%
TCIM
24
TIAA CREF Investment Management
New York
$864K – – –
PCM
25
Perritt Capital Management
Illinois
$823K – – –
1
2 3 4

HURC Hedge Fund Activity: Q1 2015 in Review

79 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q1 2015, worth a combined $161M — down 4.2% from $168M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HURC positions and 9 closed out — a net gain of 1 holder — while 28 added to existing stakes and 21 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.07M. The largest seller was Nationwide Fund Advisors, cutting an estimated $1.89M.

  • 79 institutional investors held Hurco Companies Inc (HURC) as of Q1 2015, up from 78 in Q4 2014.
  • Funds reported $161M of Hurco Companies Inc stock for Q1 2015, down 4.2% quarter-over-quarter.
  • 10 funds opened new Hurco Companies Inc positions in Q1 2015 and 9 closed out, a net change of +1 holder.
  • The largest Hurco Companies Inc buyer in Q1 2015 was JP Morgan Chase, an estimated $1.07M added.
  • The largest Hurco Companies Inc seller in Q1 2015 was Nationwide Fund Advisors, an estimated $1.89M sold.

Based on aggregated 13F filings for Q1 2015.