undamentalytics Newsletter

Hurco Companies Inc: which funds bought and sold

Institutions that bought and sold Hurco Companies shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 29 institutions that filed 13F reports for both quarters added to or opened positions in Hurco Companies, and 20 cut or closed them. Together they added a net 30K shares, +0.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 82K shares (−6.9%); index fund managers were net sellers of 121 shares (−0.0%). 9 opened a new position and 3 sold out entirely.

Bought, Q2 2026 29 institutions, 9 of them new holders Sold, Q2 2026 20 institutions, 3 of them sold out
Net change, all compared +30K shares (+0.7%)
Net change, active managers −82K shares (−6.9%), 7 bought, 3 sold

Buyers versus sellers

institutions compared, 62
Active managers and hedge funds 7 bought · 3 sold · −82K
Index fund managers 2 bought · 4 sold · −121
Other institutions 20 bought · 13 sold · +113K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
First Eagle Investment Management, LLC Active manager +60K New position 60K $1.4M
Assenagon Asset Management S.A. +42K New position 42K $962,232
Marquette Asset Management, LLC +36K New position 36K $834,477
Ameriprise Financial Inc +34K +12.6% 305K $7M
Marshall Wace, LLP Hedge fund +28K +55.9% 79K $1.8M
Jane Street Group, LLC +28K New position 28K $638,611
Peapod Lane Capital LLC +20K +8.1% 265K $6.1M
Acadian Asset Management LLC Active manager +15K +43.4% 50K $1.1M
Barington Companies Management, LLC +11K New position 11K $261,690
Susquehanna International Group, LLP +8,817 New position 8,817 $201,865
Diamond Hill Capital Management, LLC (Investment Advisor) Active manager +5,370 +7.8% 74K $1.7M
State Of Wyoming +5,278 +154.9% 8,685 $198,843
Federated Hermes, Inc. Active manager +4,893 +5.4% 96K $2.2M
Vanguard Capital Management LLC Index funds +4,797 +1.9% 260K $6M
Connor, Clark & Lunn Investment Management Ltd. +4,331 +24.1% 22K $511,062
Geode Capital Management, LLC Index funds +3,888 +6.2% 66K $1.5M
Russell Investments Group, Ltd. +3,221 +3880.7% 3,304 $75,628
Oppenheimer & Close, LLC +3,034 +0.7% 460K $10.5M
Bridgeway Capital Management, LLC Active manager +1,939 +3.9% 52K $1.2M
Empowered Funds, LLC +1,939 +8.5% 25K $568,689

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Brandes Investment Partners, LP Active manager −174K −29.4% 418K $9.6M
Dimensional Fund Advisors LP −31K −8.8% 316K $7.2M
UBS Group AG −27K −45.0% 33K $756,840
Invenomic Capital Management LP Hedge fund −26K −22.1% 91K $2.1M
Royal Bank Of Canada −14K −47.2% 16K $368,000
Envestnet Asset Management Inc −11K Sold out 0 —
Northern Trust Corp Index funds −3,176 −19.8% 13K $293,697
Vanguard Fiduciary Trust Co Index funds −2,720 −6.9% 37K $837,843
Blackrock, Inc. Index funds −2,620 −1.6% 158K $3.6M
Pacific Ridge Capital Partners, LLC −1,314 −0.8% 170K $3.9M
Goldman Sachs Group Inc −1,218 −5.4% 21K $491,601
Paladin Partners, LLC −1,100 Sold out 0 —
Morgan Stanley −1,056 −6.8% 14K $331,758
HSBC Holdings PLC −745 −4.6% 15K $357,342
Rhumbline Advisers Index funds −290 Sold out 0 —
Meros Investment Management, LP −221 −0.1% 211K $4.8M
Tower Research Capital LLC (TRC) −121 −44.2% 153 $3,503
Fifth Third Bancorp −106 −13.9% 658 $15,065
Citadel Advisors LLC Hedge fund −71 −0.4% 16K $369,617
Aldebaran Capital, LLC −30 −0.2% 14K $313,639

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Envestnet Asset Management Inc 11K $162,634
Paladin Partners, LLC 1,100 $16,181
Rhumbline AdvisersIndex funds 290 $4,265

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
59
Ten largest holders
67.0%
of 13F-reported shares
Index fund managers
12.6%
of 13F-reported shares
Active managers and hedge funds
25.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 7 3 1 0 −82K −6.9%
Index fund managers 2 4 0 1 −121 −0.0%
Other institutions 20 13 8 2 +113K +4.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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