Hurco Companies Inc (HURC) Ownership

17.80 ↑0.00 (0.00%)

As of May 2, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Polar Asset Management Partners is the biggest individual institutional holder of Hurco Companies Inc (HURC), owning a total of 831 thousand shares. Combined, the top 29 institutional holders of HURC own 71.02% of the company with a total of 4.6 million shares.

In the latest ownership report on December 31st 2023, the top 29 institutional holders decreased their combined ownership of HURC by 2 thousand shares. 14 institutions bought 173,698 total additional shares and increased their ownership by an average of 7.96%. However 4 institutions sold 175,829 total shares and decreased their ownership by an average of 8.74%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Hurco Companies decreased by a net total of -2,131 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Royce & Associates, LP	7.564%	-24.778%	492,115	-162,100	2023-12-31
Dimensional Fund Advisors, Inc.	7.096%	0.975%	461,693	4,459	2023-12-31
Oppenheimer & Close Inc	4.412%	31.322%	287,028	68,459	2023-12-31
Vanguard Group Inc	4.353%	0.197%	283,216	557	2023-12-31
Ameriprise Financial Inc	4.308%	1.142%	280,289	3,165	2023-12-31
Meros Investment Management, LP	4.028%	0.941%	262,088	2,444	2023-12-31
Brandes Investment Partners & Co	3.571%	9.092%	232,308	19,361	2023-12-31
Pacific Ridge Capital Partners, LLC	2.852%	-4.272%	185,577	-8,282	2023-12-31
Franklin Resources Inc	1.625%	0.000%	105,700	0	2023-12-31
BlackRock Inc	1.505%	3.499%	97,906	3,310	2023-12-31
Invenomic Capital Management, LP	1.464%	-4.244%	95,220	-4,220	2023-12-31
Federated Hermes Inc	1.412%	2.501%	91,883	2,242	2023-12-31
Acuitas Investments, LLC	1.350%	12.548%	87,813	9,790	2023-12-31
Renaissance Technologies Corp	1.236%	10.590%	80,379	7,697	2023-12-31
Kennedy Capital Management Inc	1.124%	-1.651%	73,113	-1,227	2023-12-31
Geode Capital Management, LLC	1.002%	5.182%	65,192	3,212	2023-12-31
Bridgeway Capital Management, LLC	0.899%	3.393%	58,502	1,920	2023-12-31
Bank of New York Mellon Corp	0.851%	29.995%	55,378	12,778	2023-12-31
Ancora Advisors LLC	0.527%	0.000%	34,304	34,304	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Polar Asset Management Partners	12.566%	0.000%	831,243	0	2023-09-30
Royce & Associates, LP	7.564%	-24.778%	492,115	-162,100	2023-12-31
Dimensional Fund Advisors, Inc.	7.096%	0.975%	461,693	4,459	2023-12-31
Oppenheimer & Close Inc	4.412%	31.322%	287,028	68,459	2023-12-31
Vanguard Group Inc	4.353%	0.197%	283,216	557	2023-12-31
Ameriprise Financial Inc	4.308%	1.142%	280,289	3,165	2023-12-31
Meros Investment Management, LP	4.028%	0.941%	262,088	2,444	2023-12-31
Brandes Investment Partners & Co	3.571%	9.092%	232,308	19,361	2023-12-31
Pacific Ridge Capital Partners, LLC	2.852%	-4.272%	185,577	-8,282	2023-12-31
Franklin Resources Inc	1.625%	0.000%	105,700	0	2023-12-31
BlackRock Inc	1.505%	3.499%	97,906	3,310	2023-12-31
Invenomic Capital Management, LP	1.464%	-4.244%	95,220	-4,220	2023-12-31
Federated Hermes Inc	1.412%	2.501%	91,883	2,242	2023-12-31
Acuitas Investments, LLC	1.350%	12.548%	87,813	9,790	2023-12-31
VALUE HOLDINGS MANAGEMENT CO. LLC	1.345%	0.000%	87,813	0	2022-12-31
Renaissance Technologies Corp	1.236%	10.590%	80,379	7,697	2023-12-31
FMR Inc	1.195%	-72.752%	77,214	-206,162	2023-06-30
Kennedy Capital Management Inc	1.124%	-1.651%	73,113	-1,227	2023-12-31
Voss Capital LLC	1.058%	10.389%	70,000	6,588	2023-09-30
Geode Capital Management, LLC	1.002%	5.182%	65,192	3,212	2023-12-31
Bridgeway Capital Management, LLC	0.899%	3.393%	58,502	1,920	2023-12-31
Bank of New York Mellon Corp	0.851%	29.995%	55,378	12,778	2023-12-31
First Manhattan Co. LLC	0.783%	-4.493%	51,550	-2,425	2022-09-30
First Manhattan Company	0.785%	-4.493%	51,550	-2,425	2022-09-30
Millennium Management LLC	0.610%	0.000%	39,407	39,407	2023-03-31
Ancora Advisors LLC	0.527%	0.000%	34,304	34,304	2023-12-31
Juniper Investment Co, LLC	0.521%	0.000%	33,880	33,880	2023-09-30
Acadian Asset Management LLC	0.497%	0.000%	32,460	0	2022-12-31
Jacobs Levy Equity Management, Inc.	0.484%	0.000%	31,789	0	2022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Hurco Companies Inc (HURC), owning a total of 194 thousand shares. Combined, the top 26 mutual fund holders of HURC own 40.18% of the company with a total of 2.6 million shares.

In the latest ownership report on March 31st 2024, the top 26 fund holders increased their combined ownership of HURC by 83 thousand shares. 5 funds bought 101,327 total additional shares and increased their ownership by an average of 19.88%. However 4 funds sold 184,645 total shares and decreased their ownership by an average of 17.62%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Hurco Companies decreased by a net total of -83,318 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Pacific Ridge Capital Ptnrs Micro Cp Val	2.963%	72.125%	192,780	80,780	2024-03-31
Columbia Small Cap Value I A	2.831%	1.154%	184,157	2,100	2024-03-31
Columbia Small Cap Value I	2.831%	1.166%	184,157	2,122	2024-03-31
Royce Small-Cap Special Equity Invmt	1.921%	-58.472%	125,000	-176,000	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.251%	5.876%	81,359	4,515	2024-03-31
Adara Smaller Companies	1.133%	19.085%	73,690	11,810	2024-03-31
Kennedy Micro Cap	1.097%	-2.302%	71,391	-1,682	2024-03-31
Columbia VP Small Cap Value 1	1.091%	-2.740%	70,971	-1,999	2024-03-31
Royce Small-Cap Opportunity Invmt	1.019%	-6.967%	66,287	-4,964	2024-03-31
Brandes Global Small Cap Equity Cl F	0.928%	0.000%	60,362	0	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.988%	0.000%	194,394	0	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.008%	2.596%	194,394	4,919	2023-03-31
Pacific Ridge Capital Ptnrs Micro Cp Val	2.963%	72.125%	192,780	80,780	2024-03-31
Columbia Small Cap Value I A	2.831%	1.154%	184,157	2,100	2024-03-31
Columbia Small Cap Value I	2.831%	1.166%	184,157	2,122	2024-03-31
DFA US Small Cap Value I	1.957%	0.000%	127,315	0	2024-02-29
Acuitas US Microcap Strategy	1.949%	-0.228%	126,812	-290	2023-12-31
Royce Small-Cap Special Equity Invmt	1.921%	-58.472%	125,000	-176,000	2024-03-31
Franklin MicroCap Value A	1.625%	0.000%	105,700	0	2024-02-29
Sterling Partners Small-Cap Value Diver	1.505%	1.509%	97,270	1,446	2022-12-31
Fidelity® Low-Priced Stock	1.332%	-3.351%	86,048	-2,983	2023-05-31
Federated Hermes MDT Small Cap Core IS	1.306%	2.956%	84,986	2,440	2023-12-31
Federated Hermes MDT SCC Institutional	1.306%	2.956%	84,986	2,440	2023-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.251%	5.876%	81,359	4,515	2024-03-31
Vanguard Extended Market Index Investor	1.169%	3.026%	75,561	2,219	2023-08-31
Adara Smaller Companies	1.133%	19.085%	73,690	11,810	2024-03-31
Kennedy Micro Cap	1.097%	-2.302%	71,391	-1,682	2024-03-31
Columbia VP Small Cap Value 1	1.091%	-2.740%	70,971	-1,999	2024-03-31
Royce Small-Cap Opportunity Invmt	1.019%	-6.967%	66,287	-4,964	2024-03-31
Royce Micro Cap Trust	0.971%	56.205%	63,366	22,800	2022-12-31
Pinnacle Value	0.941%	38.032%	61,191	16,860	2023-12-31
Brandes Global Small Cap Equity Cl F	0.928%	0.000%	60,362	0	2024-03-31
Invenomic Institutional	0.917%	-6.308%	59,665	-4,017	2024-01-31
DFA US Micro Cap I	0.769%	0.000%	50,036	0	2024-02-29
DFA US Targeted Value I	0.750%	0.000%	48,795	0	2024-02-29
DFA US Small Cap I	0.619%	0.000%	40,006	0	2023-09-30