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Hurco Companies Inc

52 hedge funds and large institutions have $65.4M invested in Hurco Companies Inc in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.1% less ownership

Funds ownership: 70.72%65.62% (-5.1%)

7% less funds holding

Funds holding: 5652 (-4)

30% less capital invested

Capital invested by funds: $92.8M → $65.4M (-$27.4M)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
18
Reduced
17
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAMP
1
Polar Asset Management Partners
Ontario, Canada
$12.7M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$6.49M -$538K -29,846 -7%
OC
3
Oppenheimer & Close
New York
$5.16M +$531K +29,492 +10%
BIP
4
Brandes Investment Partners
California
$5.03M +$544K +30,200 +10%
Ameriprise
5
Ameriprise
Minnesota
$4.56M +$95.9K +5,324 +2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$4.44M +$48.3K +2,680 +0.9%
MIM
7
Meros Investment Management
Texas
$4.08M +$77K +4,277 +2%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$3.18M -$153K -8,513 -4%
AI
9
Acuitas Investments
Washington
$3.1M +$1.47M +81,333 +67%
ICM
10
Invenomic Capital Management
Massachusetts
$2.63M +$26.4K +1,465 +0.9%
BlackRock
11
BlackRock
New York
$1.62M -$67.7K -3,759 -3%
Federated Hermes
12
Federated Hermes
Pennsylvania
$1.11M -$220K -12,216 -14%
KCM
13
Kennedy Capital Management
Missouri
$1.09M -$5.57K -309 -0.4%
AA
14
Ancora Advisors
Ohio
$1.07M +$513K +28,453 +68%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.01M +$19.2K +1,067 +2%
BCM
16
Bridgeway Capital Management
Texas
$1M +$32.4K +1,800 +3%
Renaissance Technologies
17
Renaissance Technologies
New York
$982K +$162K +8,982 +16%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$620K -$40.1K -2,224 -5%
RA
19
Royce & Associates
New York
$617K -$4.07M -225,925 -85%
MAM
20
Marquette Asset Management
Minnesota
$537K +$229K +12,726 +57%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$483K +$38K +2,111 +7%
EF
22
Empowered Funds
Pennsylvania
$398K +$32.4K +1,800 +7%
GKFF
23
George Kaiser Family Foundation
Oklahoma
$294K +$347K +19,241 New
State Street
24
State Street
Massachusetts
$287K +$12.6K +700 +4%
Brown Advisory
25
Brown Advisory
Maryland
$276K

HURC Hedge Fund Activity: Q2 2024 in Review

52 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q2 2024, worth a combined $65.4M — down 30% from $92.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of HURC and 9 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 18 added.

The largest buyer was Acuitas Investments, adding an estimated $1.47M. The largest seller was Royce & Associates, cutting an estimated $4.07M.

  • 52 institutional investors held Hurco Companies Inc (HURC) as of Q2 2024, down from 56 in Q1 2024.
  • Funds reported $65.4M of Hurco Companies Inc stock for Q2 2024, down 30% quarter-over-quarter.
  • 9 funds opened new Hurco Companies Inc positions in Q2 2024 and 13 closed out, a net change of -4 holders.
  • The largest Hurco Companies Inc buyer in Q2 2024 was Acuitas Investments, an estimated $1.47M added.
  • The largest Hurco Companies Inc seller in Q2 2024 was Royce & Associates, an estimated $4.07M sold.

Based on aggregated 13F filings for Q2 2024.