We are live on ! Find out more
HURC icon

Hurco Companies Inc

87 hedge funds and large institutions have $218M invested in Hurco Companies Inc in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

24% more capital invested

Capital invested by funds: $175M → $218M (+$42.6M)

16% more funds holding

Funds holding: 7587 (+12)

2.92% more ownership

Funds ownership: 76.27%79.19% (+2.9%)

Holders
87
Holders Change
+12
Holders Change %
+16%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
35
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$41.1M +$10.6K +300 +0%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$23.2M +$12.7K +360 +0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$17.1M -$8.76M -247,952 -38%
BlackRock
4
BlackRock
New York
$12.5M -$16.7K -474 -0.2%
Franklin Resources
5
Franklin Resources
California
$10.3M -$502K -14,200 -5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$9.97M +$1.38M +39,172 +20%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$8.88M +$1.44M +40,700 +24%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$8.57M -$2.02M -57,105 -22%
TAM
9
THB Asset Management
Connecticut
$5.62M +$66.3K +1,877 +1%
AIS
10
AlphaOne Investment Services
Pennsylvania
$5.26M -$2.12K -60 -0%
State Street
11
State Street
Massachusetts
$4.66M +$4.63K +131 +0.1%
NI
12
Numeric Investors
Massachusetts
$4.55M +$3.64M +103,006 +1,609%
JP Morgan Chase
13
JP Morgan Chase
New York
$4.34M -$198K -5,595 -5%
PRCP
14
Pacific Ridge Capital Partners
Oregon
$4.13M -$86.5K -2,450 -2%
DGHMC
15
Dalton, Greiner, Hartman, Maher & Co
New York
$3.7M -$6.43K -182 -0.2%
LSV Asset Management
16
LSV Asset Management
Illinois
$3.64M -$237K -6,700 -7%
BCM
17
Bridgeway Capital Management
Texas
$3.44M +$237K +6,700 +9%
VHMC
18
Value Holdings Management Company
New York
$3.3M +$106K +3,000 +4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$3.14M +$172K +4,883 +7%
Northern Trust
20
Northern Trust
Illinois
$3.11M -$55.6K -1,574 -2%
Renaissance Technologies
21
Renaissance Technologies
New York
$2.72M +$1.2M +33,882 +108%
Federated Hermes
22
Federated Hermes
Pennsylvania
$2.63M +$1.94M +54,787 +653%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.6M -$47.8K -1,352 -2%
PTC
24
Philadelphia Trust Company
Pennsylvania
$2.14M -$129K -3,640 -7%
MAM
25
Martingale Asset Management
Massachusetts
$2.03M +$1.72M +48,819 New

HURC Hedge Fund Activity: Q3 2017 in Review

87 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q3 2017, worth a combined $218M — up 24% from $175M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HURC positions and 5 closed out — a net gain of 12 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Numeric Investors, adding an estimated $3.64M. The largest seller was Fidelity Investments, cutting an estimated $8.76M.

  • 87 institutional investors held Hurco Companies Inc (HURC) as of Q3 2017, up from 75 in Q2 2017.
  • Funds reported $218M of Hurco Companies Inc stock for Q3 2017, up 24% quarter-over-quarter.
  • 17 funds opened new Hurco Companies Inc positions in Q3 2017 and 5 closed out, a net change of +12 holders.
  • The largest Hurco Companies Inc buyer in Q3 2017 was Numeric Investors, an estimated $3.64M added.
  • The largest Hurco Companies Inc seller in Q3 2017 was Fidelity Investments, an estimated $8.76M sold.

Based on aggregated 13F filings for Q3 2017.