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Hurco Companies Inc

58 hedge funds and large institutions have $120M invested in Hurco Companies Inc in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

21% more funds holding

Funds holding: 4858 (+10)

9% more capital invested

Capital invested by funds: $110M → $120M (+$10.3M)

0.91% more ownership

Funds ownership: 71.89%72.8% (+0.91%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
58
Holders Change
+10
Holders Change %
+20.83%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
22
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$21.5M -$2.24M -81,280 -9%
PAMP
2
Polar Asset Management Partners
Ontario, Canada
$21M
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$12.7M -$402K -14,570 -3%
Ameriprise
4
Ameriprise
Minnesota
$7.79M +$1.72M +62,353 +25%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.13M +$155K +5,619 +2%
MIM
6
Meros Investment Management
Texas
$4.73M -$31.7K -1,149 -0.6%
BIP
7
Brandes Investment Partners
California
$4.58M -$1.87M -67,735 -27%
OC
8
Oppenheimer & Close
New York
$4.37M +$50.4K +1,825 +1%
PRCP
9
Pacific Ridge Capital Partners
Oregon
$3.93M -$20.1K -728 -0.5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$3.59M -$742K -26,873 -16%
ICM
11
Invenomic Capital Management
Massachusetts
$2.69M +$112K +4,052 +4%
Franklin Resources
12
Franklin Resources
California
$2.42M
Federated Hermes
13
Federated Hermes
Pennsylvania
$2.3M
BlackRock
14
BlackRock
New York
$2.28M -$187K -6,779 -7%
KCM
15
Kennedy Capital Management
Missouri
$1.48M +$605K +21,901 +60%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.47M +$51.9K +1,878 +3%
Renaissance Technologies
17
Renaissance Technologies
New York
$1.42M +$140K +5,076 +10%
BCM
18
Bridgeway Capital Management
Texas
$1.38M +$360K +13,050 +32%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.11M +$6.63K +240 +0.5%
Millennium Management
20
Millennium Management
New York
$998K +$1.09M +39,407 New
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$879K +$64K +2,318 +7%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$826K +$901K +32,617 New
First Manhattan
23
First Manhattan
New York
$774K -$33.1K -1,200 -4%
Jane Street
24
Jane Street
New York
$720K +$786K +28,446 New
CWA
25
CM Wealth Advisors
Ohio
$576K +$721K +26,111 New

HURC Hedge Fund Activity: Q1 2023 in Review

58 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q1 2023, worth a combined $120M — up 9.4% from $110M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HURC positions and 2 closed out — a net gain of 10 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was Ameriprise, adding an estimated $1.72M. The largest seller was Value Holdings Management Company, exiting entirely with an estimated $2.29M sold.

  • 58 institutional investors held Hurco Companies Inc (HURC) as of Q1 2023, up from 48 in Q4 2022.
  • Funds reported $120M of Hurco Companies Inc stock for Q1 2023, up 9.4% quarter-over-quarter.
  • 12 funds opened new Hurco Companies Inc positions in Q1 2023 and 2 closed out, a net change of +10 holders.
  • The largest Hurco Companies Inc buyer in Q1 2023 was Ameriprise, an estimated $1.72M added.
  • The largest Hurco Companies Inc seller in Q1 2023 was Value Holdings Management Company, an estimated $2.29M sold.

Based on aggregated 13F filings for Q1 2023.