We are live on ! Find out more
HURC icon

Hurco Companies Inc

75 hedge funds and large institutions have $175M invested in Hurco Companies Inc in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

15% more funds holding

Funds holding: 6575 (+10)

10% more capital invested

Capital invested by funds: $159M → $175M (+$16.3M)

0.02% more ownership

Funds ownership: 76.25%76.27% (+0.02%)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

Holders
75
Holders Change
+10
Holders Change %
+15.38%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
22
Reduced
24
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$34.3M +$222K +7,300 +0.7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$22.9M +$1.49M +48,980 +8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$19.4M -$18.9K -624 -0.1%
BlackRock
4
BlackRock
New York
$10.4M -$150K -4,946 -2%
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$9.15M +$226K +7,453 +3%
Franklin Resources
6
Franklin Resources
California
$9.12M -$838K -27,600 -10%
Vanguard Group
7
Vanguard Group
Pennsylvania
$6.97M +$74.4K +2,450 +1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$6M +$14.5K +479 +0.3%
TAM
9
THB Asset Management
Connecticut
$4.63M -$279K -9,177 -6%
AIS
10
AlphaOne Investment Services
Pennsylvania
$4.39M +$239K +7,866 +7%
State Street
11
State Street
Massachusetts
$3.9M +$269K +8,856 +9%
JP Morgan Chase
12
JP Morgan Chase
New York
$3.85M +$54.5K +1,795 +2%
PRCP
13
Pacific Ridge Capital Partners
Oregon
$3.53M -$261K -8,610 -8%
LSV Asset Management
14
LSV Asset Management
Illinois
$3.27M
DGHMC
15
Dalton, Greiner, Hartman, Maher & Co
New York
$3.1M +$32.7K +1,076 +1%
Northern Trust
16
Northern Trust
Illinois
$2.65M +$97.5K +3,212 +4%
VHMC
17
Value Holdings Management Company
New York
$2.65M -$742K -24,441 -24%
BCM
18
Bridgeway Capital Management
Texas
$2.65M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.46M -$37.8K -1,245 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.22M +$2.73K +90 +0.1%
PTC
21
Philadelphia Trust Company
Pennsylvania
$1.91M -$310K -10,210 -16%
OC
22
Oppenheimer & Close
New York
$1.65M
Renaissance Technologies
23
Renaissance Technologies
New York
$1.09M -$251K -8,281 -21%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$940K -$311K -10,245 -27%
Creative Planning
25
Creative Planning
Kansas
$915K +$91 +3 +0%

HURC Hedge Fund Activity: Q2 2017 in Review

75 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q2 2017, worth a combined $175M — up 10% from $159M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HURC positions and 2 closed out — a net gain of 10 holders — while 22 added to existing stakes and 24 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.49M. The largest seller was Franklin Resources, cutting an estimated $838K.

  • 75 institutional investors held Hurco Companies Inc (HURC) as of Q2 2017, up from 65 in Q1 2017.
  • Funds reported $175M of Hurco Companies Inc stock for Q2 2017, up 10% quarter-over-quarter.
  • 12 funds opened new Hurco Companies Inc positions in Q2 2017 and 2 closed out, a net change of +10 holders.
  • The largest Hurco Companies Inc buyer in Q2 2017 was Fidelity Investments, an estimated $1.49M added.
  • The largest Hurco Companies Inc seller in Q2 2017 was Franklin Resources, an estimated $838K sold.

Based on aggregated 13F filings for Q2 2017.