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Hurco Companies Inc

48 hedge funds and large institutions have $110M invested in Hurco Companies Inc in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

4% more funds holding

Funds holding: 4648 (+2)

4% more capital invested

Capital invested by funds: $105M → $110M (+$4.59M)

0.55% more ownership

Funds ownership: 71.34%71.89% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
14
Reduced
17
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$24.3M +$1.02M +40,981 +5%
PAMP
2
Polar Asset Management Partners
Ontario, Canada
$21.7M
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.21M +$168K +6,791 +3%
BIP
4
Brandes Investment Partners
California
$6.5M -$1.79M -72,062 -22%
Ameriprise
5
Ameriprise
Minnesota
$6.41M -$48.1K -1,940 -0.8%
MIM
6
Meros Investment Management
Texas
$4.92M +$1.58M +63,897 +51%
OC
7
Oppenheimer & Close
New York
$4.46M +$80.1K +3,230 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$4.4M
PRCP
9
Pacific Ridge Capital Partners
Oregon
$4.07M -$69K -2,783 -2%
ICM
10
Invenomic Capital Management
Massachusetts
$2.68M +$537K +21,665 +27%
BlackRock
11
BlackRock
New York
$2.53M -$19.1K -771 -0.8%
Franklin Resources
12
Franklin Resources
California
$2.5M
Federated Hermes
13
Federated Hermes
Pennsylvania
$2.38M -$25 -1 -0%
VHMC
14
Value Holdings Management Company
New York
$2.29M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.47M -$4.83K -195 -0.3%
Renaissance Technologies
16
Renaissance Technologies
New York
$1.33M -$181K -7,291 -13%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.14M +$303K +12,228 +39%
BCM
18
Bridgeway Capital Management
Texas
$1.08M
KCM
19
Kennedy Capital Management
Missouri
$955K -$124 -5 -0%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$847K
First Manhattan
21
First Manhattan
New York
$830K -$491K -19,800 -38%
State Street
22
State Street
Massachusetts
$567K +$14.9K +600 +3%
Brown Advisory
23
Brown Advisory
Maryland
$473K
Northern Trust
24
Northern Trust
Illinois
$425K -$694 -28 -0.2%
Diamond Hill Capital Management
25
Diamond Hill Capital Management
Ohio
$422K

HURC Hedge Fund Activity: Q4 2022 in Review

48 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q4 2022, worth a combined $110M — up 4.4% from $105M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new HURC positions and 1 closed out — a net gain of 2 holders — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Meros Investment Management, adding an estimated $1.58M. The largest seller was Brandes Investment Partners, cutting an estimated $1.79M.

  • 48 institutional investors held Hurco Companies Inc (HURC) as of Q4 2022, up from 46 in Q3 2022.
  • Funds reported $110M of Hurco Companies Inc stock for Q4 2022, up 4.4% quarter-over-quarter.
  • 3 funds opened new Hurco Companies Inc positions in Q4 2022 and 1 closed out, a net change of +2 holders.
  • The largest Hurco Companies Inc buyer in Q4 2022 was Meros Investment Management, an estimated $1.58M added.
  • The largest Hurco Companies Inc seller in Q4 2022 was Brandes Investment Partners, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2022.