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Hurco Companies Inc

58 hedge funds and large institutions have $104M invested in Hurco Companies Inc in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 5758 (+1)

4% more capital invested

Capital invested by funds: $99.9M → $104M (+$4.08M)

0.33% more ownership

Funds ownership: 71.43%71.77% (+0.33%)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
19
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAMP
1
Polar Asset Management Partners
Ontario, Canada
$18.6M
RA
2
Royce & Associates
New York
$14.7M -$581K -26,712 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$10.3M -$513K -23,597 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.34M +$48.3K +2,219 +0.8%
Ameriprise
5
Ameriprise
Minnesota
$6.22M -$8.66K -398 -0.1%
MIM
6
Meros Investment Management
Texas
$5.82M +$1.05M +48,205 +23%
OC
7
Oppenheimer & Close
New York
$4.9M +$996K +45,762 +26%
BIP
8
Brandes Investment Partners
California
$4.78M +$441K +20,260 +11%
PRCP
9
Pacific Ridge Capital Partners
Oregon
$4.35M +$662K +30,427 +19%
Franklin Resources
10
Franklin Resources
California
$2.37M
ICM
11
Invenomic Capital Management
Massachusetts
$2.23M +$95.5K +4,388 +5%
BlackRock
12
BlackRock
New York
$2.12M +$85.7K +3,938 +4%
Federated Hermes
13
Federated Hermes
Pennsylvania
$2.01M -$27.5K -1,262 -1%
AI
14
Acuitas Investments
Washington
$1.75M +$304K +13,993 +22%
KCM
15
Kennedy Capital Management
Missouri
$1.67M
Renaissance Technologies
16
Renaissance Technologies
New York
$1.63M -$69.9K -3,212 -4%
VC
17
Voss Capital
Texas
$1.57M +$143K +6,588 +10%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.39M -$33K -1,516 -2%
BCM
19
Bridgeway Capital Management
Texas
$1.27M +$34.4K +1,580 +3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$956K -$9.38K -431 -1%
JIC
21
Juniper Investment Company
New York
$760K +$737K +33,880 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$735K -$967K -44,432 -58%
Citadel Advisors
23
Citadel Advisors
Florida
$501K -$130K -5,953 -21%
EF
24
Empowered Funds
Pennsylvania
$463K +$34.4K +1,580 +8%
First Manhattan
25
First Manhattan
New York
$451K -$217K -9,950 -33%

HURC Hedge Fund Activity: Q3 2023 in Review

58 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q3 2023, worth a combined $104M — up 4.1% from $99.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HURC positions and 6 closed out — a net gain of 2 holders — while 19 added to existing stakes and 19 trimmed.

The largest buyer was Meros Investment Management, adding an estimated $1.05M. The largest seller was Millennium Management, exiting entirely with an estimated $1.06M sold.

  • 58 institutional investors held Hurco Companies Inc (HURC) as of Q3 2023, up from 57 in Q2 2023.
  • Funds reported $104M of Hurco Companies Inc stock for Q3 2023, up 4.1% quarter-over-quarter.
  • 8 funds opened new Hurco Companies Inc positions in Q3 2023 and 6 closed out, a net change of +2 holders.
  • The largest Hurco Companies Inc buyer in Q3 2023 was Meros Investment Management, an estimated $1.05M added.
  • The largest Hurco Companies Inc seller in Q3 2023 was Millennium Management, an estimated $1.06M sold.

Based on aggregated 13F filings for Q3 2023.