We are live on ! Find out more
HURC icon

Hurco Companies Inc
HURC

66 hedge funds and large institutions have $147M invested in Hurco Companies Inc in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.66% more ownership

Funds ownership: 78.81% → 79.47% (+0.66%)

5% less capital invested

Capital invested by funds: $156M → $147M (-$8.53M)

12% less funds holding

Funds holding: 75 → 66 (-9)

19% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 26

82% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 11

Holders
66
Holders Change
-9
Holders Change %
-12%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
21
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.41M
2
PRCP
Pacific Ridge Capital Partners
Oregon
+$741K
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$613K
4
PAMP
Polar Asset Management Partners
Ontario, Canada
+$542K
5
American Century Companies
American Century Companies
Missouri
+$473K

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$1.39M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.35M
3
BCM
Bridgeway Capital Management
Texas
-$763K
4
BlackRock
BlackRock
New York
-$719K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$716K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1
Royce & Associates
New York
$23.4M -$674K -23,000 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$16.1M -$61.2K -2,088 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.5M +$3.41M +116,324 +27%
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$10.9M +$542K +18,493 +5%
BlackRock
5
BlackRock
New York
$10.4M -$719K -24,528 -6%
American Century Companies
6
American Century Companies
Missouri
$9.22M +$473K +16,116 +5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$8.37M – – –
Fidelity Investments
8
Fidelity Investments
Massachusetts
$8.1M – – –
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$7.07M +$613K +20,907 +9%
PRCP
10
Pacific Ridge Capital Partners
Oregon
$5.04M +$741K +25,269 +16%
State Street
11
State Street
Massachusetts
$3.45M +$63.5K +2,164 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.2M -$7.01K -239 -0.2%
Franklin Resources
13
Franklin Resources
California
$2.97M +$381 +13 +0%
Renaissance Technologies
14
Renaissance Technologies
New York
$2.83M -$232K -7,900 -7%
Federated Hermes
15
Federated Hermes
Pennsylvania
$2.6M -$257K -8,747 -9%
VHMC
16
Value Holdings Management Company
New York
$2.41M – – –
Northern Trust
17
Northern Trust
Illinois
$2.3M -$50.4K -1,720 -2%
PTC
18
Philadelphia Trust Company
Pennsylvania
$1.46M -$104K -3,552 -6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.45M -$195K -6,633 -11%
LSV Asset Management
20
LSV Asset Management
Illinois
$1.02M -$1.39M -47,343 -57%
JP Morgan Chase
21
JP Morgan Chase
New York
$698K -$1.35M -45,972 -65%
N
22
Nuveen
North Carolina
$678K -$997 -34 -0.1%
OC
23
Oppenheimer & Close
New York
$584K -$44.9K -1,531 -7%
Creative Planning
24
Creative Planning
Kansas
$564K -$58.6K -2,000 -9%
Brown Advisory
25
Brown Advisory
Maryland
$509K – – –
1
2 3 4

HURC Hedge Fund Activity: Q2 2020 in Review

66 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q2 2020, worth a combined $147M — down 5.5% from $156M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HURC and 2 opened new positions — a net loss of 9 holders — while 26 trimmed existing stakes and 21 added.

The largest buyer was Vanguard Group, adding an estimated $3.41M. The largest seller was LSV Asset Management, cutting an estimated $1.39M.

  • 66 institutional investors held Hurco Companies Inc (HURC) as of Q2 2020, down from 75 in Q1 2020.
  • Funds reported $147M of Hurco Companies Inc stock for Q2 2020, down 5.5% quarter-over-quarter.
  • 2 funds opened new Hurco Companies Inc positions in Q2 2020 and 11 closed out, a net change of -9 holders.
  • The largest Hurco Companies Inc buyer in Q2 2020 was Vanguard Group, an estimated $3.41M added.
  • The largest Hurco Companies Inc seller in Q2 2020 was LSV Asset Management, an estimated $1.39M sold.

Based on aggregated 13F filings for Q2 2020.