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Hurco Companies Inc

98 hedge funds and large institutions have $251M invested in Hurco Companies Inc in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 23

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

12% more capital invested

Capital invested by funds: $224M → $251M (+$26.2M)

3% more funds holding

Funds holding: 9598 (+3)

1.29% more ownership

Funds ownership: 80.29%81.58% (+1.3%)

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
46
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$45.3M +$89.3K +1,995 +0.2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$25.9M +$262K +5,862 +1%
BlackRock
3
BlackRock
New York
$14.2M +$198K +4,428 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.5M +$317K +7,081 +3%
TAM
5
THB Asset Management
Connecticut
$10.8M -$713K -15,927 -6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$10.8M +$734K +16,392 +8%
Franklin Resources
7
Franklin Resources
California
$8.73M -$1.1M -24,642 -11%
Man Group
8
Man Group
United Kingdom
$8.55M +$8.34M +186,205 New
State Street
9
State Street
Massachusetts
$6.81M +$1.59M +35,454 +31%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$6.37M -$1.7M -37,938 -21%
AIS
11
AlphaOne Investment Services
Pennsylvania
$5.46M -$112K -2,499 -2%
PRCP
12
Pacific Ridge Capital Partners
Oregon
$4.73M +$27.8K +620 +0.6%
JP Morgan Chase
13
JP Morgan Chase
New York
$4.7M -$247K -5,509 -5%
Renaissance Technologies
14
Renaissance Technologies
New York
$4.48M +$1.02M +22,700 +30%
AG
15
Algert Global
California
$4.33M +$1.82M +40,557 +75%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$3.79M +$221K +4,939 +6%
Federated Hermes
17
Federated Hermes
Pennsylvania
$3.76M +$195K +4,348 +6%
VHMC
18
Value Holdings Management Company
New York
$3.64M
Northern Trust
19
Northern Trust
Illinois
$3.55M +$79.6K +1,778 +2%
BCM
20
Bridgeway Capital Management
Texas
$3.48M -$317K -7,075 -9%
DGHMC
21
Dalton, Greiner, Hartman, Maher & Co
New York
$3.22M -$983K -21,946 -24%
LSV Asset Management
22
LSV Asset Management
Illinois
$3.2M +$103K +2,300 +3%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$3M +$281K +6,269 +11%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.76M +$51.6K +1,153 +2%
MAM
25
Martingale Asset Management
Massachusetts
$2.63M +$9K +201 +0.4%

HURC Hedge Fund Activity: Q1 2018 in Review

98 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q1 2018, worth a combined $251M — up 12% from $224M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HURC positions and 7 closed out — a net gain of 5 holders — while 46 added to existing stakes and 23 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $2.29M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $4.31M.

  • 98 institutional investors held Hurco Companies Inc (HURC) as of Q1 2018, up from 95 in Q4 2017.
  • Funds reported $251M of Hurco Companies Inc stock for Q1 2018, up 12% quarter-over-quarter.
  • 12 funds opened new Hurco Companies Inc positions in Q1 2018 and 7 closed out, a net change of +5 holders.
  • The largest Hurco Companies Inc buyer in Q1 2018 was Polar Asset Management Partners, an estimated $2.29M added.
  • The largest Hurco Companies Inc seller in Q1 2018 was DePrince Race & Zollo Inc (DRZ), an estimated $4.31M sold.

Based on aggregated 13F filings for Q1 2018.