Hurco CompaniesHURC

13F holders, Q2 2024 (June 30)
52holders −4
8new positions
13sold out
2famous investors
$15.28avg. 13F price*

At the end of Q2 2024, 52 institutions reported holding Hurco Companies Inc. (HURC) in their 13F filings, down 4 from Q1 2024. 8 opened new positions and 13 sold out. The largest holders were Polar Asset Management Partners Inc. ($12.7M), Dimensional Fund Advisors LP ($6.5M) and Oppenheimer & Close, LLC ($5.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Hurco Companies Inc.
CUSIP
447324104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 56Q1 2024Q2 2024: 52Q2 2024Q3 2024: 52Q3 2024Q4 2024: 49Q4 2024Q1 2025: 46Q1 2025Q2 2025: 44Q2 2025Q3 2025: 53Q3 2025Q4 2025: 52Q4 2025Q1 2026: 53Q1 2026Q2 2026: 59Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions8$1.2M
Exits13$6.2M

All 13F filers, Q1 2024 → Q2 2024: 290,258 shares bought and 629,256 shares sold, net −338,998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 52 holders

Polar Asset Management Partners Inc. 0.50% No change 831,243 $12.7M
Dimensional Fund Advisors LP 0.00% Reduce -6.6% 425,445 $6.5M
Oppenheimer & Close, LLC 4.53% Add +9.6% 338,065 $5.2M
Brandes Investment Partners, LP 0.06% Add +10.2% 327,386 $5.0M
Ameriprise Financial Inc. 0.00% Add +1.8% 298,552 $4.6M
Vanguard Group Inc. 0.00% Add +0.9% 291,137 $4.4M
Meros Investment Management, LP 1.93% Add +1.6% 267,082 $4.1M
Pacific Ridge Capital Partners, LLC 0.76% Reduce -3.9% 208,090 $3.2M
Acuitas Investments, LLC 1.66% Add +66.8% 203,151 $3.1M
Invenomic Capital Management LP 0.14% Add +0.9% 172,212 $2.6M
BlackRock Inc. 0.00% Reduce -3.4% 105,912 $1.6M
Federated Hermes, Inc. 0.00% Reduce -14.4% 72,641 $1.1M
Kennedy Capital Management LLC 0.02% Reduce -0.4% 71,737 $1.1M
Ancora Advisors LLC 0.03% Add +68.2% 70,148 $1.1M
Geode Capital Management, LLC 0.00% Add +1.6% 65,952 $1.0M
Bridgeway Capital Management, LLC 0.02% Add +2.8% 65,552 $1.0M
Renaissance Technologies 0.00% Add +16.2% 64,382 $982K
Bank of New York Mellon Corp 0.00% Reduce -5.2% 40,609 $620K
Royce & Associates LP 0.01% Reduce -84.8% 40,445 $617K
Marquette Asset Management, LLC 0.09% Add +56.7% 35,166 $537K
FMR LLC 0.00% Add +7.1% 31,675 $483K
Empowered Funds, LLC 0.01% Add +7.4% 26,092 $398K
George Kaiser Family Foundation 0.05% New 19,241 $294K
State Street Corp. 0.00% Add +3.9% 18,786 $287K
Brown Advisory Inc. 0.00% No change 18,090 $276K
Sanctuary Advisors, LLC 0.00% — 13,625 $252K
Citadel Advisors 0.00% New 15,775 $241K
Northern Trust Corp. 0.00% Reduce -2.9% 15,604 $238K
Quadrature Capital Ltd 0.00% New 14,580 $225K
Squarepoint Ops LLC 0.00% New 14,532 $222K
Carmel Capital Partners, LLC 0.08% Add +0.0% 12,367 $189K
Atria Investments, Inc 0.00% New 12,266 $187K
Shufro Rose & Co. LLC 0.01% No change 11,650 $178K
JPMorgan Chase & Co. 0.00% Reduce -24.8% 11,448 $175K
Barclays PLC 0.00% No change 10,334 $158K
Morgan Stanley 0.00% Reduce -10.3% 9,809 $150K
IFP Advisors, Inc 0.01% No change 9,200 $140K
Caldwell Sutter Capital, Inc. 0.06% Add +13.5% 8,415 $128K
Bank of America Corp. 0.00% Reduce -58.8% 7,907 $121K
UBS Group AG 0.00% Reduce -36.8% 568 $9K
Comerica Bank 0.00% No change 373 $6K
Rhumbline Advisers 0.00% Reduce -65.6% 290 $4K
First Horizon Advisors, Inc. 0.00% Reduce -7.9% 256 $4K
Osaic Holdings, Inc. 0.00% Add +145.0% 245 $4K
Innealta Capital, LLC 0.00% New 242 $4K
Tower Research Capital LLC (TRC) 0.00% Reduce -48.8% 123 $2K
Salem Investment Counselors Inc. 0.00% No change 100 $2K
Global Retirement Partners, LLC 0.00% New 54 $830
Archer Investment Corp 0.00% New 10 $153
Qube Research & Technologies Ltd 0.00% Reduce -100.0% 4 $62
Huntington National Bank 0.00% No change 1 $15
Wells Fargo & Company 0.00% Reduce -97.9% 1 $13

"% of holder's portfolio" is HURC's weight in each manager's 13F, not the share of Hurco Companies Inc. the manager owns.