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Hurco Companies Inc
HURC

72 hedge funds and large institutions have $166M invested in Hurco Companies Inc in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

76.4% more ownership

Funds ownership: 0% → 76.4% (+76%)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

19% more capital invested

Capital invested by funds: $139M → $166M (+$26.7M)

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

1% more funds holding

Funds holding: 71 → 72 (+1)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$977K
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$807K
3
VHMC
Value Holdings Management Company
New York
+$803K
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$593K
5
Morgan Stanley
Morgan Stanley
New York
+$292K

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$1.06M
2
JP Morgan Chase
JP Morgan Chase
New York
-$885K
3
LSV Asset Management
LSV Asset Management
Illinois
-$650K
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$390K
5
SCP
Seizert Capital Partners
Michigan
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1
Royce & Associates
New York
$32.4M – – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20M -$390K -13,085 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$18.4M -$55.9K -1,877 -0.3%
Franklin Resources
4
Franklin Resources
California
$9.6M -$1.06M -35,700 -11%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$6.98M +$807K +27,100 +15%
BFA
6
BlackRock Fund Advisors
California
$6.93M +$977K +32,805 +19%
Vanguard Group
7
Vanguard Group
Pennsylvania
$6.42M +$110K +3,684 +2%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$5.89M +$593K +19,903 +13%
JP Morgan Chase
9
JP Morgan Chase
New York
$5.05M -$885K -29,689 -16%
TAM
10
THB Asset Management
Connecticut
$4.71M +$50.7K +1,700 +1%
AIS
11
AlphaOne Investment Services
Pennsylvania
$3.6M +$77.5K +2,600 +2%
LSV Asset Management
12
LSV Asset Management
Illinois
$3.54M -$650K -21,824 -17%
State Street
13
State Street
Massachusetts
$3.39M +$82.9K +2,782 +3%
PRCP
14
Pacific Ridge Capital Partners
Oregon
$2.79M +$274K +9,210 +12%
DGHMC
15
Dalton, Greiner, Hartman, Maher & Co
New York
$2.75M +$145K +4,867 +6%
VHMC
16
Value Holdings Management Company
New York
$2.54M +$803K +26,949 +54%
BCM
17
Bridgeway Capital Management
Texas
$2.52M -$149K -5,000 -6%
Northern Trust
18
Northern Trust
Illinois
$2.4M +$11.2K +375 +0.5%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.19M +$103K +3,441 +5%
PTC
20
Philadelphia Trust Company
Pennsylvania
$2.12M -$44.7K -1,500 -2%
BIT
21
BlackRock Institutional Trust
California
$2.11M – – –
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.98M +$92K +3,089 +5%
OC
23
Oppenheimer & Close
New York
$1.57M – – –
BFA
24
Bragg Financial Advisors
North Carolina
$1.54M – – –
Renaissance Technologies
25
Renaissance Technologies
New York
$1.52M -$173K -5,800 -11%
1
2 3 4

HURC Hedge Fund Activity: Q4 2016 in Review

72 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q4 2016, worth a combined $166M — up 19% from $139M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HURC positions and 4 closed out — a net gain of 3 holders — while 25 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $977K. The largest seller was Franklin Resources, cutting an estimated $1.06M.

  • 72 institutional investors held Hurco Companies Inc (HURC) as of Q4 2016, up from 71 in Q3 2016.
  • Funds reported $166M of Hurco Companies Inc stock for Q4 2016, up 19% quarter-over-quarter.
  • 7 funds opened new Hurco Companies Inc positions in Q4 2016 and 4 closed out, a net change of +3 holders.
  • The largest Hurco Companies Inc buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $977K added.
  • The largest Hurco Companies Inc seller in Q4 2016 was Franklin Resources, an estimated $1.06M sold.

Based on aggregated 13F filings for Q4 2016.