CMF
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Counterpoint Mutual Funds’s HCI Group HCI Stock Holding History

Counterpoint Mutual Funds’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,691
Closed -$410K – 396
2025
Q2 		$410K Sell
2,691
-363
-12% -$55.7K 0.04% 147
2025
Q1 		$456K Buy
+3,054
New +$387K 0.07% 128

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Counterpoint Mutual Funds's HCI Position: Q3 2025 in Review

Counterpoint Mutual Funds sold out of HCI Group (HCI) in Q3 2025, closing a stake of 2,691 shares — an estimated $410K sold.

Counterpoint Mutual Funds first reported a position in HCI in Q1 2025 and held it in 2 quarters. The position peaked at $456K in Q1 2025. 255 funds tracked by Wall St. Rank hold HCI as of Q3 2025.

  • Counterpoint Mutual Funds reported no remaining HCI Group position as of Q3 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 2,691 HCI Group shares in Q3 2025, an estimated $410K.
  • Counterpoint Mutual Funds first reported a position in HCI Group in Q1 2025 and held it in 2 quarters.
  • Counterpoint Mutual Funds's HCI Group position peaked at $456K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held HCI Group as of Q3 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2025, filed 10 Nov 2025.