Hurco Companies, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| POLAR ASSET MANAGEMENT PARTNERS INC. | 11/14/2024 | 831,243 | $17.51 M | 0.00% | 12.76% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 417,212 | $8.79 M | -1.94% | 6.41% |
| BRANDES INVESTMENT PARTNERS, LP | 11/14/2024 | 365,640 | $7.70 M | 11.68% | 5.61% |
| OPPENHEIMER & CLOSE, LLC | 10/17/2024 | 353,723 | $7.45 M | 4.63% | 5.43% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 306,188 | $6.45 M | 2.56% | 4.70% |
| VANGUARD GROUP INC | 11/13/2024 | 291,137 | $6.13 M | 0.00% | 4.47% |
| MEROS INVESTMENT MANAGEMENT, LP | 11/18/2024 | 266,558 | $5.62 M | -0.20% | 4.09% |
| ACUITAS INVESTMENTS, LLC | 11/07/2024 | 220,924 | $4.65 M | 8.75% | 3.39% |
| INVENOMIC CAPITAL MANAGEMENT LP | 11/14/2024 | 166,888 | $3.52 M | -3.09% | 2.56% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 11/13/2024 | 136,291 | $2.87 M | -34.50% | 2.09% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 106,366 | $2.24 M | 100.00% | 1.63% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 70,779 | $1.49 M | -1.34% | 1.09% |
| ANCORA ADVISORS, LLC | 11/14/2024 | 70,148 | $1.48 M | 0.00% | 1.08% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 68,982 | $1.45 M | 7.14% | 1.06% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 65,443 | $1.38 M | -0.77% | 1.00% |
| AMH EQUITY LTD | 11/07/2024 | 50,000 | $1.05 M | 100.00% | 0.77% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 40,780 | $859,226 | 0.42% | 0.63% |
| FMR LLC | 11/13/2024 | 40,252 | $848,110 | 27.08% | 0.62% |
| MARQUETTE ASSET MANAGEMENT, LLC | 10/08/2024 | 35,166 | $740,948 | 0.00% | 0.54% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 33,437 | $704,518 | -48.99% | 0.51% |
| GEORGE KAISER FAMILY FOUNDATION | 11/07/2024 | 24,555 | $517,374 | 27.62% | 0.38% |
| STATE STREET CORP | 11/14/2024 | 18,786 | $395,821 | 0.00% | 0.29% |
| CITADEL ADVISORS LLC | 11/14/2024 | 18,225 | $384,001 | 15.53% | 0.28% |
| BROWN ADVISORY INC | 11/13/2024 | 18,090 | $381,156 | 0.00% | 0.28% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 16,566 | $349,046 | -59.04% | 0.25% |
| ATRIA INVESTMENTS, INC | 11/01/2024 | 14,683 | $309,371 | 19.70% | 0.23% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 13,977 | $294,495 | -46.43% | 0.21% |
| BARCLAYS PLC | 11/19/2024 | 13,113 | $277,000 | 26.89% | 0.20% |
| CARMEL CAPITAL PARTNERS, LLC | 11/01/2024 | 12,043 | $253,746 | -2.62% | 0.18% |
| SHUFRO ROSE & CO LLC | 11/12/2024 | 11,650 | $177,779 | 0.00% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 10,664 | $224,690 | 100.00% | 0.16% |
| JPMORGAN CHASE & CO | 11/08/2024 | 10,419 | $219,528 | -8.99% | 0.16% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 10,210 | $215,125 | 255,150.00% | 0.16% |
| 11/25/2024 | 10,010 | $226,827 | -26.53% | 0.15% | |
| MORGAN STANLEY | 11/14/2024 | 9,673 | $203,814 | -1.39% | 0.15% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/23/2024 | 9,629 | $202,883 | 100.00% | 0.15% |
| CALDWELL SUTTER CAPITAL, INC. | 10/25/2024 | 8,415 | $177,304 | 0.00% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 6,279 | $132,299 | -20.59% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 973 | $20,500 | 297.14% | 0.01% |
| UBS GROUP AG | 11/14/2024 | 872 | $18,373 | 53.52% | 0.01% |
| COMERICA BANK | 11/14/2024 | 452 | $9,524 | 21.18% | 0.01% |
| FIRST HORIZON ADVISORS, INC. | 11/08/2024 | 323 | $6,805 | 26.17% | 0.01% |
| RHUMBLINE ADVISERS | 11/12/2024 | 290 | $6,110 | 0.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 160 | $3,371 | 30.08% | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 10/15/2024 | 100 | $2,107 | 0.00% | 0.00% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/16/2024 | 54 | $1,146 | 0.00% | 0.00% |
| ARCHER INVESTMENT CORP | 11/06/2024 | 10 | $211 | 0.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 11/06/2024 | 1 | $21 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 1 | $17 | 0.00% | 0.00% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
Hurco Companies, Inc.institutional Ownership - FAQ's
During the previous two years, 78 institutional investors and hedge funds held shares of Hurco Companies, Inc.. The most heavily invested institutionals were:
Polar Asset Management Partners Inc.: 831,243
DIMENSIONAL FUND ADVISORS LP: 417,212
BRANDES INVESTMENT PARTNERS, LP: 365,640
Oppenheimer & Close, LLC: 353,723
AMERIPRISE FINANCIAL INC: 306,188
VANGUARD GROUP INC: 291,137
65.50% of Hurco Companies, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.58 M shares in the last 24 months. This purchase volume represents approximately $104.76 M in transactions.