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	60.70%	10.27%	29.03%
Industry	Industrial Machinery Stocks	75.25%	6.55%	18.20%

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

Who Owns Hurco Companies?

Hurco Companies shareholders are primarily institutional investors at 65.34%, followed by 7.76% insiders and 26.90% retail investors. The average institutional ownership in Hurco Companies's industry, Industrial Machinery Stocks, is 75.25%, which Hurco Companies falls below.

Who owns the most shares of Hurco Companies?

Hurco Companies’s largest shareholders are Polar asset management partners (831.24K shares, 12.75%), Dimensional fund advisors lp (425.44K shares, 6.53%), and Oppenheimer & close (338.06K shares, 5.19%). Together, they hold 24.47% of Hurco Companies’s total shares outstanding.

Does Blackrock own Hurco Companies?

BlackRock is not among the top 10 institutional shareholders of Hurco Companies.

Who is Hurco Companies’s biggest shareholder by percentage of total assets invested?

Oppenheimer & close is Hurco Companies’s biggest shareholder by percentage of total assets invested, with 4.53% of its assets in 338.06K Hurco Companies shares, valued at 5.16M$.

Who is the top mutual fund holder of Hurco Companies shares?

Columbia Small Cap Value I A is the top mutual fund holder of Hurco Companies shares, with 3.13% of its total shares outstanding invested in 201.76K Hurco Companies shares.

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