New Positions
7 managers initiated
Top five by reported value
Hurco Companies Inc NASDAQ NMS - GLOBAL MARKET:HURC
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
7 new22 added23 reduced9 exited
Total Institutional Holders
52
as of 2025-12-31
Top Holder
BRANDES INVESTMENT PARTNERS, LP
$7.8M
Largest QoQ Increase
IFP Advisors, Inc
+407,608 sh
Largest QoQ Decrease
AMH Equity Ltd
-78,279 sh
New Positions(7)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 407,608 | +407,608 | $6.7M | +$6.7M | — |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 26,772 | +26,772 | $413.6K | +$413.6K | — |
| Assenagon Asset Management S.A. | 17,368 | +17,368 | $268.3K | +$268.3K | — |
| Connor, Clark & Lunn Investment Management Ltd. | 16,689 | +16,689 | $257.8K | +$257.8K | — |
| JANE STREET GROUP, LLC | 14,269 | +14,269 | $220.5K | +$220.5K | — |
| CITIGROUP INC | 29 | +29 | $448 | +$448 | — |
| PRICE T ROWE ASSOCIATES INC /MD/ | 10,600 | +10,600 | $164 | +$164 | — |
Added To(22)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP | 505,717 | +11,453 | $7.8M | -$786.9K | 2.3% |
| MARSHALL WACE, LLP | 75,246 | +48,397 | $1.2M | +$695.4K | 180.3% |
| AMERIPRISE FINANCIAL INC | 268,014 | +3,263 | $4.1M | -$465.9K | 1.2% |
| GEORGE KAISER FAMILY FOUNDATION | 70,968 | +26,000 | $1.1M | +$314.0K | 57.8% |
| RENAISSANCE TECHNOLOGIES LLC | 114,800 | +27,900 | $1.8M | +$261.6K | 32.1% |
| Oppenheimer & Close, LLC | 427,510 | +34,692 | $6.6M | -$230.0K | 8.8% |
| Brooklands Fund Management Ltd | 305,691 | +26,000 | $5.1M | +$189.5K | 9.3% |
| BlackRock, Inc. | 159,412 | +11,856 | $2.5M | -$104.6K | 8.0% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 70,321 | +13,296 | $1.1M | +$94.2K | 23.3% |
| FEDERATED HERMES, INC. | 84,133 | +5,217 | $1.3M | -$73.3K | 6.6% |
| Royal Bank of Canada | 5,709 | +4,367 | $88.0K | +$62.0K | 325.4% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 48,139 | +2,110 | $743.7K | -$57.2K | 4.6% |
| GOLDMAN SACHS GROUP INC | 21,928 | +4,334 | $338.8K | +$32.7K | 24.6% |
| FMR LLC | 24,684 | +4,252 | $381.4K | +$25.9K | 20.8% |
| BANK OF AMERICA CORP /DE/ | 10,297 | +2,495 | $159.1K | +$23.3K | 32.0% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 23,694 | +3,530 | $366.1K | +$15.2K | 17.5% |
| MORGAN STANLEY | 15,546 | +2,384 | $240.2K | +$11.2K | 18.1% |
| Empowered Funds, LLC | 20,710 | +2,110 | $320.0K | -$3.7K | 11.3% |
| State of Wyoming | 3,511 | +564 | $54.2K | +$3.0K | 19.1% |
| ACADIAN ASSET MANAGEMENT LLC | 29,580 | +23,807 | $454 | +$354 | 412.4% |
| UBS Group AG | 416 | +59 | $6.4K | +$215 | 16.5% |
| GSA CAPITAL PARTNERS LLP | 23,179 | +6,105 | $358 | +$61 | 35.8% |
Reduced(23)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 382,799 | -14,906 | $5.9M | -$1.0M | -3.7% |
| Peapod Lane Capital LLC | 200,121 | -25,757 | $3.1M | -$838.9K | -11.4% |
| Meros Investment Management, LP | 217,688 | -18,927 | $3.4M | -$753.8K | -8.0% |
| Ancora Advisors, LLC | 32,354 | -36,556 | $499.9K | -$699.2K | -53.0% |
| VANGUARD GROUP INC | 286,477 | -3,370 | $4.4M | -$617.3K | -1.2% |
| Pacific Ridge Capital Partners, LLC | 165,503 | -10,061 | $2.6M | -$497.8K | -5.7% |
| CITADEL ADVISORS LLC | 34,729 | -19,471 | $536.6K | -$406.5K | -35.9% |
| Invenomic Capital Management LP | 124,575 | -1,662 | $1.9M | -$271.8K | -1.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 64,325 | -2,607 | $994.1K | -$170.8K | -3.9% |
| Bank of New York Mellon Corp | 24,262 | -5,674 | $374.9K | -$146.0K | -18.9% |
| Quadrature Capital Ltd | 11,055 | -6,167 | $170.8K | -$128.5K | -35.8% |
| CALDWELL SUTTER CAPITAL, INC. | 2,374 | -4,752 | $36.7K | -$87.3K | -66.7% |
| BARCLAYS PLC | 13,118 | -5,840 | $247.9K | -$81.9K | -30.8% |
| NORTHERN TRUST CORP | 13,790 | -1,515 | $213.1K | -$53.3K | -9.9% |
| STATE STREET CORP | 22,586 | 0 | $349.0K | -$44.0K | 0.0% |
| Hillsdale Investment Management Inc. | 18,500 | 0 | $285.8K | -$36.1K | 0.0% |
| Tower Research Capital LLC (TRC) | 156 | -621 | $2.4K | -$11.1K | -79.9% |
| COMERICA BANK | 612 | -51 | $9.5K | -$2.1K | -7.7% |
| RHUMBLINE ADVISERS | 290 | 0 | $4.5K | -$566 | 0.0% |
| Russell Investments Group, Ltd. | 83 | 0 | $1.3K | -$162 | 0.0% |
| WELLS FARGO & COMPANY/MN | 1 | 0 | $11 | -$2 | 0.0% |
| HUNTINGTON NATIONAL BANK | 1 | 0 | $15 | -$2 | 0.0% |
| Polar Asset Management Partners Inc. | 280,986 | 0 | $4.9M | $0 | 0.0% |
Sold Out(9)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| AMH Equity Ltd | 0 | -78,279 | $0 | -$1.4M | — |
| SCOGGIN MANAGEMENT LP | 0 | -29,517 | $0 | -$513.6K | — |
| HSBC HOLDINGS PLC | 0 | -12,414 | $0 | -$215.5K | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | -11,533 | $0 | -$200.7K | — |
| Trexquant Investment LP | 0 | -10,045 | $0 | -$174.8K | — |
| JPMORGAN CHASE & CO | 0 | -525 | $0 | -$9.1K | — |
| ADVISOR GROUP HOLDINGS, INC. | 0 | -100 | $0 | -$1.9K | — |
| SALEM INVESTMENT COUNSELORS INC | 0 | -100 | $0 | -$1.7K | — |
| GAMMA Investing LLC | 0 | -70 | $0 | -$1.2K | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
New & Closed Positions this quarter
Closed Positions
9 managers exited
Top five by prior-quarter value
- AMH Equity Ltd$1.4M
- SCOGGIN MANAGEMENT LP$513.6K
- HSBC HOLDINGS PLC$215.5K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$200.7K
- Trexquant Investment LP$174.8K
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for HURC against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.