Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hurco Co (HURC)

50 + Investors. Track Smart Money conviction in HURC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
60%

Smart Money Signals — HURC

Based on 50 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their HURC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
50 funds currently hold this stock — 89% of the 3.0-year high of 56 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

29 buying19 selling
Last quarter: 29 funds were net buyers (8 opened a brand new position + 21 added to an existing one). Only 19 were sellers (10 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 14 → 7 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

74% of holders stayed for 2+ years

■ 74% conviction (2yr+) ■ 16% medium ■ 10% new
37 out of 50 hedge funds have held HURC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

5 → 7 → 14 → 7 → 8 new funds/Q
New funds entering each quarter: 7 → 14 → 7 → 8. HURC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 80% veterans vs 14% newcomers

■ 80% veterans ■ 6% 1-2yr ■ 14% new
Entry-cohort mix of 50 holders: 40 (80%) are 2+ year veterans, 3 entered 1–2 years ago, and 7 (14%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
20 of 50 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HURC

In 2026 Q1, 29 hedge funds were net buyers of HURC (8 opened a new position, 21 added to an existing one), while 19 reduced or exited (10 trimmed, 9 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net selling has persisted for two consecutive quarters. 23% of total institutional value in HURC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 50.

Hedge Fund Ownership: HURC

How many hedge funds hold HURC — quarterly history vs. share price
Quarterly hedge fund ownership of HURC vs. share price

Market Analysis: HURC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HURC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Hurco Co (HURC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HURC has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 87d ago
HURC
+55.7%
XLI
+11.8%

HURC outperformed XLI by +43.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
HURC
+37.7%
XLI
+5.5%

Since the filing became public, HURC outperformed XLI by +32.2% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: HURC
50 + Investors

Track Smart Money conviction in HURC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 50 51 -1.96%
13F Shares 4M 4M 3.8%
Total Value $64M $65M -2.9%
New Positions 8 7 +1
Increased Positions 21 23 -2
Closed Positions 9 8 +1
Reduced Positions 10 15 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HURC

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Institutional Holders (2026 Q1)

50 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HURC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HURC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brooklands Fund Management Ltd 5.86% 354,068 $5.2M
2 Oppenheimer & Close, LLC 4.24% 457,180 $6.7M
3 Peapod Lane Capital LLC 2.96% 244,868 $3.6M
4 Meros Investment Management, LP 1.35% 211,539 $3.1M
5 Pacific Ridge Capital Partners, LLC 0.54% 171,061 $2.5M
6 Aldebaran Capital, LLC 0.15% 13,729 $202K
7 George Kaiser Family Foundation 0.13% 80,644 $1.2M
8 Invenomic Capital Management LP 0.08% 116,728 $1.7M
9 Brandes Investment Partners, LP 0.06% 591,406 $8.7M
10 IFP Advisors, Inc 0.06% 200,068 $2.9M
11 Bridgeway Capital Management, LLC 0.01% 50,329 $740K
12 Caldwell Sutter Capital, INC. 0.01% 2,374 $35K
13 Diamond Hill Capital Management Inc 0.01% 68,979 $1.0M
14 State of Wyoming 0.01% 3,407 $50K
15 Renaissance Technologies LLC 0.00% 120,900 $1.8M
16 Federated Hermes, INC. 0.00% 91,448 $1.3M
17 Empowered Funds, LLC 0.00% 22,900 $337K
18 Ameriprise Financial Inc 0.00% 271,034 $4.0M
19 Marshall Wace, LLP 0.00% 50,644 $745K
20 Connor, Clark & Lunn Investment Management Ltd. 0.00% 17,991 $265K
21 Arrowstreet Capital, Limited Partnership 0.00% 23,694 $349K
22 Vanguard Fiduciary Trust Co 0.00% 39,315 $578K
23 UBS Group AG 0.00% 60,098 $884K
24 HSBC Holdings plc 0.00% 16,151 $241K
25 Tower Research Capital LLC (TRC) 0.00% 274 $4K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Hurco Co (HURC)

What does the Smart Money Trend signal show for HURC?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their HURC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HURC?

More buyers than sellers — 60% buying: Last quarter: 29 funds were net buyers (8 opened a brand new position + 21 added to an existing one). Only 19 were sellers (10 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HURC holders?

Strong quality — 23% AUM from major funds: 20 of 50 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HURC?

74% of holders stayed for 2+ years: 37 out of 50 hedge funds have held HURC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Hurco Co (HURC) following the 2026 Q1 hedge fund 13F filings?

As of today, HURC has moved +37.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of +32.2%. Since the quarter end (March 31, 2026), HURC has gained +55.7% vs +11.8% for XLI. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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