Recent Quarter Total Invested
$65.37 M
Recent Quarter Institutional Ownership Percentage
65.64%
Total Invested of Last Quarter
$92.82 M
Ownership Percentage of Last Quarter
71.02%
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. | 08/14/2024 | 831,243 | $12.68 M | 0.00% | 12.75% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 425,445 | $6.49 M | -6.56% | 6.53% |
| OPPENHEIMER & CLOSE, LLC | 07/25/2024 | 338,065 | $5.16 M | 9.56% | 5.19% |
| BRANDES INVESTMENT PARTNERS, LP | 08/19/2024 | 327,386 | $5.03 M | 10.16% | 5.02% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 298,552 | $4.56 M | 1.82% | 4.58% |
| VANGUARD GROUP INC | 08/13/2024 | 291,137 | $4.44 M | 0.93% | 4.47% |
| MEROS INVESTMENT MANAGEMENT, LP | 08/15/2024 | 267,082 | $4.08 M | 1.63% | 4.10% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 08/15/2024 | 208,090 | $3.18 M | -3.93% | 3.19% |
| ACUITAS INVESTMENTS, LLC | 08/05/2024 | 203,151 | $3.10 M | 66.77% | 3.12% |
| INVENOMIC CAPITAL MANAGEMENT LP | 08/14/2024 | 172,212 | $2.63 M | 0.86% | 2.64% |
| BLACKROCK INC. | 08/13/2024 | 105,912 | $1.62 M | -3.43% | 1.62% |
| FEDERATED HERMES, INC. | 08/08/2024 | 72,641 | $1.11 M | -14.40% | 1.11% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2024 | 71,737 | $1.09 M | -0.43% | 1.10% |
| ANCORA ADVISORS, LLC | 08/14/2024 | 70,148 | $1.07 M | 68.24% | 1.08% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 65,952 | $1.01 M | 1.64% | 1.01% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 65,552 | $1.00 M | 2.82% | 1.01% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 64,382 | $982,469 | 16.21% | 0.99% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 40,609 | $619,691 | -5.19% | 0.62% |
| ROYCE & ASSOCIATES LP | 08/13/2024 | 40,445 | $617,191 | -84.82% | 0.62% |
| MARQUETTE ASSET MANAGEMENT, LLC | 08/14/2024 | 35,166 | $536,634 | 56.71% | 0.54% |
| FMR LLC | 08/13/2024 | 31,675 | $483,361 | 7.14% | 0.49% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 26,092 | $398,164 | 7.41% | 0.40% |
| GEORGE KAISER FAMILY FOUNDATION | 08/02/2024 | 19,241 | $293,618 | 100.00% | 0.30% |
| STATE STREET CORP | 08/14/2024 | 18,786 | $286,674 | 3.87% | 0.29% |
| BROWN ADVISORY INC | 08/14/2024 | 18,090 | $276,053 | 0.00% | 0.28% |
| CITADEL ADVISORS LLC | 08/14/2024 | 15,775 | $240,726 | 100.00% | 0.24% |
| NORTHERN TRUST CORP | 08/14/2024 | 15,604 | $238,117 | -2.85% | 0.24% |
| QUADRATURE CAPITAL LTD | 08/14/2024 | 14,580 | $225,115 | 100.00% | 0.22% |
| SQUAREPOINT OPS LLC | 08/14/2024 | 14,532 | $221,758 | 100.00% | 0.22% |
| 09/05/2024 | 13,625 | $251,654 | 100.00% | 0.21% | |
| CARMEL CAPITAL PARTNERS, LLC | 07/31/2024 | 12,367 | $188,720 | 0.02% | 0.19% |
| ATRIA INVESTMENTS, INC | 08/13/2024 | 12,266 | $187,179 | 100.00% | 0.19% |
| SHUFRO ROSE & CO LLC | 08/13/2024 | 11,650 | $177,779 | 0.00% | 0.18% |
| JPMORGAN CHASE & CO | 08/12/2024 | 11,448 | $174,696 | -24.76% | 0.18% |
| BARCLAYS PLC | 08/14/2024 | 10,334 | $158,000 | 0.00% | 0.16% |
| MORGAN STANLEY | 08/14/2024 | 9,809 | $149,686 | -10.30% | 0.15% |
| IFP ADVISORS, INC | 07/30/2024 | 9,200 | $140,392 | 0.00% | 0.14% |
| CALDWELL SUTTER CAPITAL, INC. | 07/23/2024 | 8,415 | $128,413 | 13.49% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 7,907 | $120,661 | -58.79% | 0.12% |
| UBS GROUP AG | 08/14/2024 | 568 | $8,668 | -36.82% | 0.01% |
| COMERICA BANK | 08/15/2024 | 373 | $5,692 | 0.00% | 0.01% |
| RHUMBLINE ADVISERS | 08/01/2024 | 290 | $4,425 | -65.60% | 0.00% |
| FIRST HORIZON ADVISORS, INC. | 07/19/2024 | 256 | $3,906 | -7.91% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 245 | $3,739 | 145.00% | 0.00% |
| INNEALTA CAPITAL, LLC | 07/29/2024 | 242 | $3,694 | 100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 123 | $1,877 | -48.75% | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 07/11/2024 | 100 | $1,526 | 0.00% | 0.00% |
| GLOBAL RETIREMENT PARTNERS, LLC | 07/23/2024 | 54 | $830 | 100.00% | 0.00% |
| ARCHER INVESTMENT CORP | 08/02/2024 | 10 | $153 | 100.00% | 0.00% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 4 | $62 | -99.98% | 0.00% |
Hurco Companies, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of HURC shares?
During the previous two years, 88 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: 425,445
Oppenheimer & Close, LLC: 338,065
BRANDES INVESTMENT PARTNERS, LP: 327,386
AMERIPRISE FINANCIAL INC: 298,552
VANGUARD GROUP INC: 291,137
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What percentage of Hurco Companies, Inc. stock is owned by institutional investors?
65.64% of Hurco Companies, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at HURC ?
Institutional investors have bought a total of 5.47 M shares in the last 24 months. This purchase volume represents approximately $114.79 M in transactions.