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Hurco Companies Inc

61 hedge funds and large institutions have $148M invested in Hurco Companies Inc in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $147M → $148M (+$1.02M)

0.07% more ownership

Funds ownership: 79.47%79.54% (+0.07%)

8% less funds holding

Funds holding: 6661 (-5)

43% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 28

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
61
Holders Change
-5
Holders Change %
-7.58%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$23.8M +$90.2K +3,109 +0.4%
PAMP
2
Polar Asset Management Partners
Ontario, Canada
$16.8M +$5.85M +201,579 +52%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$16.3M -$49.4K -1,701 -0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.2M -$4.62M -159,204 -29%
BlackRock
5
BlackRock
New York
$10.4M -$168K -5,796 -2%
American Century Companies
6
American Century Companies
Missouri
$9.86M +$511K +17,605 +5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$8.5M
Fidelity Investments
8
Fidelity Investments
Massachusetts
$8.21M -$23.2K -799 -0.3%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$7.23M +$54.1K +1,866 +0.7%
PRCP
10
Pacific Ridge Capital Partners
Oregon
$4.89M -$231K -7,976 -4%
State Street
11
State Street
Massachusetts
$3.44M -$42.4K -1,462 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.25M -$5.77K -199 -0.2%
Franklin Resources
13
Franklin Resources
California
$2.99M -$871 -30 -0%
Renaissance Technologies
14
Renaissance Technologies
New York
$2.6M -$276K -9,500 -9%
Federated Hermes
15
Federated Hermes
Pennsylvania
$2.58M -$53.4K -1,840 -2%
VHMC
16
Value Holdings Management Company
New York
$2.45M
Northern Trust
17
Northern Trust
Illinois
$2.21M -$132K -4,544 -6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.22M -$252K -8,699 -17%
JP Morgan Chase
19
JP Morgan Chase
New York
$714K +$1.74K +60 +0.2%
N
20
Nuveen
North Carolina
$694K +$5.51K +190 +0.8%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$633K +$647K +22,311 New
OC
22
Oppenheimer & Close
New York
$609K +$16.9K +581 +3%
LSV Asset Management
23
LSV Asset Management
Illinois
$608K -$434K -14,965 -41%
Creative Planning
24
Creative Planning
Kansas
$530K -$43.5K -1,500 -7%
Brown Advisory
25
Brown Advisory
Maryland
$517K

HURC Hedge Fund Activity: Q3 2020 in Review

61 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q3 2020, worth a combined $148M — up 0.69% from $147M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HURC and 5 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 16 added.

The largest buyer was Polar Asset Management Partners, adding an estimated $5.85M. The largest seller was Vanguard Group, cutting an estimated $4.62M.

  • 61 institutional investors held Hurco Companies Inc (HURC) as of Q3 2020, down from 66 in Q2 2020.
  • Funds reported $148M of Hurco Companies Inc stock for Q3 2020, up 0.69% quarter-over-quarter.
  • 5 funds opened new Hurco Companies Inc positions in Q3 2020 and 10 closed out, a net change of -5 holders.
  • The largest Hurco Companies Inc buyer in Q3 2020 was Polar Asset Management Partners, an estimated $5.85M added.
  • The largest Hurco Companies Inc seller in Q3 2020 was Vanguard Group, an estimated $4.62M sold.

Based on aggregated 13F filings for Q3 2020.