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Hurco Companies Inc

88 hedge funds and large institutions have $205M invested in Hurco Companies Inc in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $170M → $205M (+$35.5M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 8788 (+1)

1.09% more ownership

Funds ownership: 77.93%79.02% (+1.1%)

18% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 34

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
28
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$35.8M -$92.6K -2,632 -0.3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$21.7M -$64.9K -1,845 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.2M +$586K +16,654 +4%
BlackRock
4
BlackRock
New York
$15.2M -$120K -3,400 -0.9%
American Century Companies
5
American Century Companies
Missouri
$12.5M +$2.15M +61,225 +23%
PAMP
6
Polar Asset Management Partners
Ontario, Canada
$10.8M +$956K +27,200 +11%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$10.1M
Fidelity Investments
8
Fidelity Investments
Massachusetts
$8.16M -$1.66M -47,144 -18%
JP Morgan Chase
9
JP Morgan Chase
New York
$5.89M -$830K -23,592 -13%
PRCP
10
Pacific Ridge Capital Partners
Oregon
$5.59M +$454K +12,923 +10%
Renaissance Technologies
11
Renaissance Technologies
New York
$5.17M -$134K -3,800 -3%
State Street
12
State Street
Massachusetts
$4.53M +$84.9K +2,414 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.25M -$294K -8,347 -7%
LSV Asset Management
14
LSV Asset Management
Illinois
$4.14M -$28.1K -800 -0.7%
Franklin Resources
15
Franklin Resources
California
$4.04M -$167K -4,744 -4%
Federated Hermes
16
Federated Hermes
Pennsylvania
$3.98M +$771K +21,919 +27%
VHMC
17
Value Holdings Management Company
New York
$3.31M
Northern Trust
18
Northern Trust
Illinois
$3.16M -$146K -4,166 -5%
BCM
19
Bridgeway Capital Management
Texas
$2.8M
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.27M -$108K -3,072 -5%
DRZID
21
DePrince Race & Zollo Inc (DRZ)
Florida
$1.95M +$1.78M +50,707 New
ICM
22
Invenomic Capital Management
Massachusetts
$1.91M +$1.75M +49,851 New
PTC
23
Philadelphia Trust Company
Pennsylvania
$1.91M -$90.2K -2,565 -5%
DGHMC
24
Dalton, Greiner, Hartman, Maher & Co
New York
$1.73M -$691K -19,643 -30%
Man Group
25
Man Group
United Kingdom
$1.28M -$270K -7,683 -19%

HURC Hedge Fund Activity: Q4 2019 in Review

88 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q4 2019, worth a combined $205M — up 21% from $170M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HURC positions and 8 closed out — a net gain of 1 holder — while 28 added to existing stakes and 34 trimmed.

The largest buyer was American Century Companies, adding an estimated $2.15M. The largest seller was Fidelity Investments, cutting an estimated $1.66M.

  • 88 institutional investors held Hurco Companies Inc (HURC) as of Q4 2019, up from 87 in Q3 2019.
  • Funds reported $205M of Hurco Companies Inc stock for Q4 2019, up 21% quarter-over-quarter.
  • 9 funds opened new Hurco Companies Inc positions in Q4 2019 and 8 closed out, a net change of +1 holder.
  • The largest Hurco Companies Inc buyer in Q4 2019 was American Century Companies, an estimated $2.15M added.
  • The largest Hurco Companies Inc seller in Q4 2019 was Fidelity Investments, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2019.