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Hurco Companies Inc

95 hedge funds and large institutions have $224M invested in Hurco Companies Inc in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 26

9% more funds holding

Funds holding: 8795 (+8)

1.1% more ownership

Funds ownership: 79.19%80.29% (+1.1%)

3% more capital invested

Capital invested by funds: $218M → $224M (+$6.27M)

Holders
95
Holders Change
+8
Holders Change %
+9.2%
% of All Funds
2.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
39
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$41.5M -$122K -2,800 -0.3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$23.6M +$44.1K +1,014 +0.2%
BlackRock
3
BlackRock
New York
$12.9M +$283K +6,519 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.2M +$1.07M +24,724 +10%
TAM
5
THB Asset Management
Connecticut
$10.6M +$5.05M +116,286 +86%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$9.21M +$213K +4,900 +2%
Franklin Resources
7
Franklin Resources
California
$9.06M -$1.45M -33,458 -13%
NI
8
Numeric Investors
Massachusetts
$8.21M +$3.7M +85,078 +78%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$7.46M -$10.2M -234,582 -57%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$6.17M -$2.6M -59,870 -29%
AIS
11
AlphaOne Investment Services
Pennsylvania
$5.12M -$218K -5,023 -4%
State Street
12
State Street
Massachusetts
$4.76M +$25.8K +593 +0.5%
JP Morgan Chase
13
JP Morgan Chase
New York
$4.56M +$117K +2,693 +3%
PRCP
14
Pacific Ridge Capital Partners
Oregon
$4.32M +$138K +3,170 +3%
DGHMC
15
Dalton, Greiner, Hartman, Maher & Co
New York
$3.89M +$142K +3,268 +4%
BCM
16
Bridgeway Capital Management
Texas
$3.49M -$1.09K -25 -0%
VHMC
17
Value Holdings Management Company
New York
$3.35M
Federated Hermes
18
Federated Hermes
Pennsylvania
$3.28M +$629K +14,472 +23%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$3.27M +$89K +2,048 +3%
Northern Trust
20
Northern Trust
Illinois
$3.19M +$31.1K +715 +1%
Renaissance Technologies
21
Renaissance Technologies
New York
$3.16M +$417K +9,600 +15%
LSV Asset Management
22
LSV Asset Management
Illinois
$2.85M -$867K -19,965 -23%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$2.5M +$521K +11,990 +25%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.49M -$157K -3,613 -6%
MAM
25
Martingale Asset Management
Massachusetts
$2.41M +$361K +8,304 +17%

HURC Hedge Fund Activity: Q4 2017 in Review

95 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q4 2017, worth a combined $224M — up 2.9% from $218M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HURC positions and 6 closed out — a net gain of 8 holders — while 39 added to existing stakes and 26 trimmed.

The largest buyer was THB Asset Management, adding an estimated $5.05M. The largest seller was Fidelity Investments, cutting an estimated $10.2M.

  • 95 institutional investors held Hurco Companies Inc (HURC) as of Q4 2017, up from 87 in Q3 2017.
  • Funds reported $224M of Hurco Companies Inc stock for Q4 2017, up 2.9% quarter-over-quarter.
  • 14 funds opened new Hurco Companies Inc positions in Q4 2017 and 6 closed out, a net change of +8 holders.
  • The largest Hurco Companies Inc buyer in Q4 2017 was THB Asset Management, an estimated $5.05M added.
  • The largest Hurco Companies Inc seller in Q4 2017 was Fidelity Investments, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2017.