CX Institutional
HCI icon

CX Institutional’s HCI Group HCI Stock Holding History

CX Institutional’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
2026
Q3 		– Sell
-118
Closed -$21K – 1707
2026
Q2 		$21K Sell
118
-36,923
-100% -$5.82M ﹤0.01% 1164
2026
Q1 		$5.73M Sell
37,041
-1,368
-4% -$224K 0.17% 146
2025
Q4 		$7.36M Sell
38,409
-3,224
-8% -$607K 0.22% 123
2025
Q3 		$7.99M Buy
+41,633
New +$6.59M 0.24% 102

Other funds holding HCI

Base Wealth Management
Base Wealth Management Lakewood Ranch, Florida $225M AUM 10.53% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Ridgewood Investments
Ridgewood Investments Springfield, New Jersey $271M AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

CX Institutional's HCI Position: Q3 2026 in Review

CX Institutional sold out of HCI Group (HCI) in Q3 2026, closing a stake of 118 shares — an estimated $21K sold.

CX Institutional first reported a position in HCI in Q3 2025 and held it in 4 quarters. The position peaked at $7.99M in Q3 2025. 44 funds tracked by Wall St. Rank hold HCI as of Q3 2026.

  • CX Institutional reported no remaining HCI Group position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 118 HCI Group shares in Q3 2026, an estimated $21K.
  • CX Institutional first reported a position in HCI Group in Q3 2025 and held it in 4 quarters.
  • CX Institutional's HCI Group position peaked at $7.99M in Q3 2025.
  • 44 funds tracked by Wall St. Rank held HCI Group as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.