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Hurco Companies Inc

58 hedge funds and large institutions have $98.9M invested in Hurco Companies Inc in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

0% more funds holding

Funds holding: 5858 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.67% less ownership

Funds ownership: 71.77%71.09% (-0.67%)

5% less capital invested

Capital invested by funds: $104M → $98.9M (-$5.09M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
30
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAMP
1
Polar Asset Management Partners
Ontario, Canada
$17.9M
RA
2
Royce & Associates
New York
$10.6M -$3.37M -162,100 -25%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.94M +$92.8K +4,459 +1%
OC
4
Oppenheimer & Close
New York
$6.18M +$1.42M +68,459 +31%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.1M +$11.6K +557 +0.2%
Ameriprise
6
Ameriprise
Minnesota
$6.03M +$65.8K +3,165 +1%
MIM
7
Meros Investment Management
Texas
$5.64M +$50.8K +2,444 +0.9%
BIP
8
Brandes Investment Partners
California
$5M +$403K +19,361 +9%
PRCP
9
Pacific Ridge Capital Partners
Oregon
$4M -$172K -8,282 -4%
Franklin Resources
10
Franklin Resources
California
$2.28M
BlackRock
11
BlackRock
New York
$2.11M +$68.9K +3,310 +3%
ICM
12
Invenomic Capital Management
Massachusetts
$2.05M -$87.8K -4,220 -4%
Federated Hermes
13
Federated Hermes
Pennsylvania
$1.98M +$46.6K +2,242 +3%
AI
14
Acuitas Investments
Washington
$1.89M +$204K +9,790 +13%
Renaissance Technologies
15
Renaissance Technologies
New York
$1.73M +$160K +7,697 +11%
KCM
16
Kennedy Capital Management
Missouri
$1.57M -$25.5K -1,227 -2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.4M +$66.8K +3,212 +5%
BCM
18
Bridgeway Capital Management
Texas
$1.26M +$39.9K +1,920 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.19M +$266K +12,778 +30%
AA
20
Ancora Advisors
Ohio
$739K +$714K +34,304 New
Bank of America
21
Bank of America
North Carolina
$701K +$447K +21,469 +193%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$639K -$64.9K -3,121 -10%
VC
23
Voss Capital
Texas
$572K -$904K -43,435 -62%
EF
24
Empowered Funds
Pennsylvania
$485K +$39.9K +1,920 +9%
Morgan Stanley
25
Morgan Stanley
New York
$450K +$191K +9,184 +78%

HURC Hedge Fund Activity: Q4 2023 in Review

58 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q4 2023, worth a combined $98.9M — down 4.9% from $104M a quarter earlier.

Fund positioning in HURC was balanced in Q4 2023: 4 funds opened new positions, 4 closed out, 30 added to existing stakes and 15 trimmed.

The largest buyer was Oppenheimer & Close, adding an estimated $1.42M. The largest seller was Royce & Associates, cutting an estimated $3.37M.

  • 58 institutional investors held Hurco Companies Inc (HURC) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $98.9M of Hurco Companies Inc stock for Q4 2023, down 4.9% quarter-over-quarter.
  • 4 funds opened new Hurco Companies Inc positions in Q4 2023 and 4 closed out, a net change of 0 holders.
  • The largest Hurco Companies Inc buyer in Q4 2023 was Oppenheimer & Close, an estimated $1.42M added.
  • The largest Hurco Companies Inc seller in Q4 2023 was Royce & Associates, an estimated $3.37M sold.

Based on aggregated 13F filings for Q4 2023.