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Hurco Companies Inc

76 hedge funds and large institutions have $132M invested in Hurco Companies Inc in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

5% less funds holding

Funds holding: 8076 (-4)

22% less capital invested

Capital invested by funds: $171M → $132M (-$38.2M)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
76
Holders Change
-4
Holders Change %
-5%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
30
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$25.4M +$1.39M +45,000 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$16M +$988K +32,045 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$13.8M +$696K +22,584 +4%
Franklin Resources
4
Franklin Resources
California
$9.58M -$276K -8,964 -2%
TAM
5
THB Asset Management
Connecticut
$9.45M -$4.69M -152,075 -30%
JP Morgan Chase
6
JP Morgan Chase
New York
$5.23M +$220K +7,122 +4%
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.79M +$64.3K +2,086 +1%
BFA
8
BlackRock Fund Advisors
California
$4.24M -$157K -5,095 -3%
LSV Asset Management
9
LSV Asset Management
Illinois
$2.9M +$33.9K +1,100 +1%
State Street
10
State Street
Massachusetts
$2.72M -$150K -4,870 -4%
AIS
11
AlphaOne Investment Services
Pennsylvania
$2.66M +$30.8K +1,000 +1%
BCM
12
Bridgeway Capital Management
Texas
$2.65M +$137K +4,442 +5%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$2.15M -$98.1K -3,183 -4%
PRCP
14
Pacific Ridge Capital Partners
Oregon
$2.03M +$3.7K +120 +0.2%
DGHMC
15
Dalton, Greiner, Hartman, Maher & Co
New York
$1.99M +$2.33M +75,632 New
Northern Trust
16
Northern Trust
Illinois
$1.9M +$2K +65 +0.1%
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$1.64M -$910K -29,523 -32%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.58M +$116K +3,762 +7%
BIT
19
BlackRock Institutional Trust
California
$1.51M +$109K +3,534 +7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.45M -$83.3K -2,703 -5%
Morgan Stanley
21
Morgan Stanley
New York
$1.32M +$789K +25,606 +104%
PTC
22
Philadelphia Trust Company
Pennsylvania
$1.28M +$1.48M +48,034 +8,128%
Renaissance Technologies
23
Renaissance Technologies
New York
$1.24M +$734K +23,800 +102%
BFA
24
Bragg Financial Advisors
North Carolina
$1.22M -$65.2K -2,116 -4%
AG
25
Algert Global
California
$925K +$68.3K +2,215 +7%

HURC Hedge Fund Activity: Q3 2015 in Review

76 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q3 2015, worth a combined $132M — down 22% from $171M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HURC and 4 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 30 added.

The largest buyer was Dalton, Greiner, Hartman, Maher & Co, opening a new position worth an estimated $2.33M. The largest seller was THB Asset Management, cutting an estimated $4.69M.

  • 76 institutional investors held Hurco Companies Inc (HURC) as of Q3 2015, down from 80 in Q2 2015.
  • Funds reported $132M of Hurco Companies Inc stock for Q3 2015, down 22% quarter-over-quarter.
  • 4 funds opened new Hurco Companies Inc positions in Q3 2015 and 8 closed out, a net change of -4 holders.
  • The largest Hurco Companies Inc buyer in Q3 2015 was Dalton, Greiner, Hartman, Maher & Co, an estimated $2.33M added.
  • The largest Hurco Companies Inc seller in Q3 2015 was THB Asset Management, an estimated $4.69M sold.

Based on aggregated 13F filings for Q3 2015.