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Hurco Companies Inc
HURC

60 hedge funds and large institutions have $151M invested in Hurco Companies Inc in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

1.56% more ownership

Funds ownership: 75.24% → 76.79% (+1.6%)

6% less capital invested

Capital invested by funds: $160M → $151M (-$9.67M)

6% less funds holding

Funds holding: 64 → 60 (-4)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BIP
Brandes Investment Partners
California
+$6.87M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$5.58M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.04M
4
Ameriprise
Ameriprise
Minnesota
+$1.66M
5
Millennium Management
Millennium Management
New York
+$459K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.76M
2
American Century Companies
American Century Companies
Missouri
-$3.73M
3
PCMI
Paradigm Capital Management Inc
New York
-$1.99M
4
State Street
State Street
Massachusetts
-$1.15M
5
E
Ergoteles
New York
-$865K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1
Royce & Associates
New York
$26.9M -$865K -27,128 -3%
PAMP
2
Polar Asset Management Partners
Ontario, Canada
$24.7M +$5.58M +175,000 +27%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$15.8M -$395K -12,401 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$14.8M +$2.04M +64,099 +15%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.09M -$12K -377 -0.1%
BIP
6
Brandes Investment Partners
California
$7M +$6.87M +215,713 +1,082%
Ameriprise
7
Ameriprise
Minnesota
$6.18M +$1.66M +52,110 +33%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$5.25M -$131K -4,108 -2%
AI
9
Acuitas Investments
Washington
$3.35M +$114K +3,582 +3%
MIM
10
Meros Investment Management
Texas
$3.35M +$3.59M +112,749 New
BlackRock
11
BlackRock
New York
$3.05M +$30.1K +946 +0.9%
Franklin Resources
12
Franklin Resources
California
$2.84M – – –
Federated Hermes
13
Federated Hermes
Pennsylvania
$2.7M – – –
VHMC
14
Value Holdings Management Company
New York
$2.61M – – –
Renaissance Technologies
15
Renaissance Technologies
New York
$2.6M -$274K -8,600 -9%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.52M +$36K +1,130 +1%
First Manhattan
17
First Manhattan
New York
$1.61M – – –
ICM
18
Invenomic Capital Management
Massachusetts
$1.55M +$33K +1,034 +2%
OC
19
Oppenheimer & Close
New York
$1.41M +$66.5K +2,088 +5%
BCM
20
Bridgeway Capital Management
Texas
$977K +$287K +9,000 +38%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$944K +$114K +3,576 +13%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$943K +$188K +5,900 +23%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$901K +$120K +3,762 +14%
Two Sigma Investments
24
Two Sigma Investments
New York
$868K +$166K +5,215 +22%
NIMC
25
Nierenberg Investment Management Company
Washington
$759K +$95.6K +3,000 +13%
1
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HURC Hedge Fund Activity: Q4 2021 in Review

60 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q4 2021, worth a combined $151M — down 6% from $160M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HURC and 6 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 22 added.

The largest buyer was Brandes Investment Partners, adding an estimated $6.87M. The largest seller was Wellington Management Group, exiting entirely with an estimated $7.76M sold.

  • 60 institutional investors held Hurco Companies Inc (HURC) as of Q4 2021, down from 64 in Q3 2021.
  • Funds reported $151M of Hurco Companies Inc stock for Q4 2021, down 6% quarter-over-quarter.
  • 6 funds opened new Hurco Companies Inc positions in Q4 2021 and 10 closed out, a net change of -4 holders.
  • The largest Hurco Companies Inc buyer in Q4 2021 was Brandes Investment Partners, an estimated $6.87M added.
  • The largest Hurco Companies Inc seller in Q4 2021 was Wellington Management Group, an estimated $7.76M sold.

Based on aggregated 13F filings for Q4 2021.