Hurco Companies Ownership | Who Owns Hurco Companies?
Hurco Companies Ownership Summary
Hurco Companies is owned by 65.34% institutional investors, 7.76% insiders, and 26.90% retail investors. Polar asset management partners is the largest institutional shareholder, holding 12.75% of HURC shares. Columbia Small Cap Value I A is the top mutual fund, with 3.13% of its assets in Hurco Companies shares.
HURC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Hurco Companies | 65.34% | 7.76% | 26.90% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
| Industry | Industrial Machinery Stocks | 76.77% | 7.61% | 15.61% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Polar asset management partners | 831.24K | 12.75% | $12.68M |
| Dimensional fund advisors lp | 425.44K | 6.53% | $6.49M |
| Oppenheimer & close | 338.06K | 5.19% | $5.16M |
| Brandes investment partners, lp | 327.39K | 5.02% | $5.03M |
| Ameriprise financial | 298.55K | 4.58% | $4.56M |
| Vanguard group | 291.14K | 4.47% | $4.44M |
| Meros investment management, lp | 267.08K | 4.10% | $4.08M |
| Pacific ridge capital partners | 208.09K | 3.19% | $3.18M |
| Acuitas investments | 203.15K | 3.12% | $3.10M |
| Invenomic capital management lp | 172.21K | 2.64% | $2.63M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Oppenheimer & close | 338.06K | 4.53% | $5.16M |
| Meros investment management, lp | 267.08K | 1.93% | $4.08M |
| Acuitas investments | 203.15K | 1.66% | $3.10M |
| Pacific ridge capital partners | 208.09K | 0.76% | $3.18M |
| Polar asset management partners | 831.24K | 0.26% | $12.68M |
| Invenomic capital management lp | 172.21K | 0.13% | $2.63M |
| Marquette asset management | 35.17K | 0.09% | $536.63K |
| Carmel capital partners | 12.37K | 0.08% | $188.72K |
| Caldwell sutter capital | 8.41K | 0.06% | $128.41K |
| Brandes investment partners, lp | 327.39K | 0.06% | $5.03M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Acuitas investments | 203.15K | 1.66% | 81.33K |
| Brandes investment partners, lp | 327.39K | 0.06% | 30.20K |
| Oppenheimer & close | 338.06K | 4.53% | 29.49K |
| Ancora advisors | 70.15K | 0.03% | 28.45K |
| George kaiser family foundation | 19.24K | 0.05% | 19.24K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Royce & associates lp | 40.45K | 0.01% | -225.93K |
| Franklin resources | - | - | -105.70K |
| Jane street group | - | - | -54.43K |
| Susquehanna group, llp | - | - | -44.18K |
| Dimensional fund advisors lp | 425.44K | 0.00% | -29.85K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| George kaiser family foundation | 19.24K | 0.05% | 19.24K | $293.62K |
| Atria investments | 12.27K | 0.00% | 12.27K | $187.18K |
| Global retirement partners | 54.00 | - | 54.00 | $830.00 |
| Archer investment | 10.00 | - | 10.00 | $153.00 |
Sold Out
| Holder | Change |
|---|---|
| Cwm | -100.00 |
| Macquarie group | -105.00 |
| Innealta capital | -242.00 |
| First manhattan co. llc. | -4.10K |
| Royal bank of canada | -6.30K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 50 | -3.85% | 4,255,794 | -0.53% | 65 | 1.52% | 22 | -18.52% | 14 | -17.65% |
| Jun 30, 2024 | 52 | -7.14% | 4,278,570 | -7.07% | 65 | 1.30% | 27 | -3.57% | 17 | -5.56% |
| Mar 31, 2024 | 56 | -3.45% | 4,603,943 | 0.47% | 71 | 1.42% | 28 | -15.15% | 18 | 12.50% |
| Dec 31, 2023 | 58 | - | 4,582,277 | -1.16% | 70 | 1.37% | 33 | 22.22% | 16 | -15.79% |
| Sep 30, 2023 | 58 | 1.75% | 4,636,160 | 0.47% | 71 | 1.41% | 27 | -12.90% | 19 | 5.56% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Columbia Small Cap Value I A | 201.76K | 3.13% | - |
| Columbia Small Cap Value I | 201.76K | 3.13% | 7.10K |
| Vanguard Total Stock Mkt Idx Inv | 194.69K | 3.02% | - |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 192.78K | 2.99% | 21.50K |
| Acuitas US Microcap Strategy | 134.71K | 2.09% | 7.90K |
| DFA US Small Cap Value I | 113.03K | 1.75% | - |
| Pinnacle Value | 98.27K | 1.52% | 28.40K |
| Invenomic Institutional | 87.62K | 1.36% | -10.46K |
| Vanguard Institutional Extnd Mkt Idx Tr | 84.04K | 1.30% | - |
| Adara Smaller Companies | 72.44K | 1.12% | 72.44K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 08, 2024 | Polar Asset Management Partners Inc. | - | Sell | $436.79K |
| Oct 07, 2024 | Polar Asset Management Partners Inc. | - | Sell | $546.75K |
| Jul 11, 2024 | Wright Jonathon D. | General Counsel/Corp Secretary | Buy | $4.86K |
| Jul 11, 2024 | Jamison HaiQuynh | Corporate Controller | Buy | $9.83K |
| Jul 09, 2024 | McClelland Sonja K | Chief Financial Officer | Buy | $29.87K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q3 | 3 | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q3 | 5 | 1 |
HURC Ownership FAQ
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