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. | 02/25/2025 | 786,580 | $15.17 M | -5.37% | 12.12% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 419,613 | $8.09 M | 0.58% | 6.47% |
OPPENHEIMER & CLOSE, LLC | 02/11/2025 | 353,723 | $6.82 M | 0.00% | 5.45% |
BRANDES INVESTMENT PARTNERS, LP | 02/10/2025 | 322,613 | $6.22 M | -11.77% | 4.97% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 306,305 | $5.91 M | 0.04% | 4.72% |
VANGUARD GROUP INC | 02/11/2025 | 291,137 | $5.62 M | 0.00% | 4.49% |
MEROS INVESTMENT MANAGEMENT, LP | 02/14/2025 | 252,817 | $4.88 M | -5.16% | 3.90% |
01/29/2025 | 244,032 | $4.71 M | 100.00% | 3.76% | |
PACIFIC RIDGE CAPITAL PARTNERS, LLC | 02/12/2025 | 188,958 | $3.65 M | 38.64% | 2.91% |
INVENOMIC CAPITAL MANAGEMENT LP | 02/14/2025 | 149,857 | $2.89 M | -10.21% | 2.31% |
AMH EQUITY LTD | 02/05/2025 | 110,563 | $2.13 M | 121.13% | 1.70% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 104,937 | $2.02 M | -1.34% | 1.62% |
FEDERATED HERMES, INC. | 02/13/2025 | 75,855 | $1.46 M | 4.11% | 1.17% |
ANCORA ADVISORS, LLC | 02/14/2025 | 69,798 | $1.35 M | -0.50% | 1.08% |
KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2025 | 68,861 | $1.33 M | -2.71% | 1.06% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 65,249 | $1.26 M | -0.30% | 1.01% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 59,882 | $1.16 M | -13.19% | 0.92% |
ROYCE & ASSOCIATES LP | 02/10/2025 | 51,954 | $1.00 M | 213.62% | 0.80% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 37,137 | $716,373 | 248.25% | 0.57% |
MARQUETTE ASSET MANAGEMENT, LLC | 01/14/2025 | 35,166 | $678,353 | 0.00% | 0.54% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 31,022 | $598,422 | -23.93% | 0.48% |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 29,857 | $575,942 | -10.71% | 0.46% |
GEORGE KAISER FAMILY FOUNDATION | 02/12/2025 | 24,555 | $473,666 | 0.00% | 0.38% |
FMR LLC | 02/13/2025 | 18,599 | $358,773 | -53.79% | 0.29% |
BROWN ADVISORY INC | 02/14/2025 | 18,090 | $348,956 | 0.00% | 0.28% |
QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 17,105 | $329,955 | 67.53% | 0.26% |
BARCLAYS PLC | 02/13/2025 | 13,468 | $260,000 | 2.71% | 0.21% |
ATRIA INVESTMENTS, INC | 02/06/2025 | 13,138 | $253,432 | -10.52% | 0.20% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 11,024 | $212,653 | 100.00% | 0.17% |
EMPOWERED FUNDS, LLC | 01/28/2025 | 10,897 | $210,203 | -22.04% | 0.17% |
01/31/2025 | 9,864 | $208,624 | -1.46% | 0.15% | |
IFP ADVISORS, INC | 02/04/2025 | 9,200 | $177,468 | 0.00% | 0.14% |
UBS GROUP AG | 02/14/2025 | 8,730 | $168,401 | 901.15% | 0.13% |
CALDWELL SUTTER CAPITAL, INC. | 01/21/2025 | 8,226 | $158,680 | -2.25% | 0.13% |
CITIGROUP INC | 02/12/2025 | 4,833 | $93,229 | 100.00% | 0.07% |
TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 979 | $18,884 | 511.88% | 0.02% |
ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 973 | $20,242 | 0.00% | 0.02% |
RHUMBLINE ADVISERS | 01/30/2025 | 290 | $5,594 | 0.00% | 0.00% |
FIRST HORIZON ADVISORS, INC. | 02/03/2025 | 257 | $4,957 | -20.43% | 0.00% |
RONALD BLUE TRUST, INC. | 01/30/2025 | 243 | $4,687 | 100.00% | 0.00% |
SALEM INVESTMENT COUNSELORS INC | 01/13/2025 | 100 | $1,929 | 0.00% | 0.00% |
ARCHER INVESTMENT CORP | 01/28/2025 | 10 | $193 | 0.00% | 0.00% |
HUNTINGTON NATIONAL BANK | 02/12/2025 | 1 | $19 | 0.00% | 0.00% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 1 | $16 | 0.00% | 0.00% |
JPMORGAN CHASE & CO | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
SHUFRO ROSE & CO LLC | 02/25/2025 | 0 | $0 | -100.00% | 0.00% |
ACUITAS INVESTMENTS, LLC | 01/31/2025 | 0 | $0 | -100.00% | 0.00% |
ASSENAGON ASSET MANAGEMENT S.A. | 01/14/2025 | 0 | $0 | -100.00% | 0.00% |
GLOBAL RETIREMENT PARTNERS, LLC | 01/31/2025 | 0 | $0 | -100.00% | 0.00% |
CARMEL CAPITAL PARTNERS, LLC | 02/06/2025 | 0 | $0 | -100.00% | 0.00% |
Hurco Companies, Inc. institutional Ownership - FAQ's
During the previous two years, 79 institutional investors and hedge funds held shares of Hurco Companies, Inc.. The most heavily invested institutionals were:
Polar Asset Management Partners Inc.: 786,580
DIMENSIONAL FUND ADVISORS LP: 419,613
Oppenheimer & Close, LLC: 353,723
BRANDES INVESTMENT PARTNERS, LP: 322,613
AMERIPRISE FINANCIAL INC: 306,305
VANGUARD GROUP INC: 291,137
65.98% of Hurco Companies, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.43 M shares in the last 24 months. This purchase volume represents approximately $109.20 M in transactions.