Formula Growth’s HCI Group HCI Stock Holding History

Formula Growth’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
2024 Q2	–	Sell	-6,000	Closed	-$696K	–	114
2024 Q1	$696K	Buy	+6,000	New	+$589K	0.22%	102

Other funds holding HCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

KCM

Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Formula Growth's HCI Position: Q2 2024 in Review

Formula Growth sold out of HCI Group (HCI) in Q2 2024, closing a stake of 6,000 shares — an estimated $696K sold.

Formula Growth first reported a position in HCI in Q1 2024 and held it in 1 quarter. The position peaked at $696K in Q1 2024. 199 funds tracked by Wall St. Rank hold HCI as of Q2 2024.

Formula Growth reported no remaining HCI Group position as of Q2 2024 after selling out during the quarter.
Formula Growth sold 6,000 HCI Group shares in Q2 2024, an estimated $696K.
Formula Growth first reported a position in HCI Group in Q1 2024 and held it in 1 quarter.
Formula Growth's HCI Group position peaked at $696K in Q1 2024.
199 funds tracked by Wall St. Rank held HCI Group as of Q2 2024.

Based on Formula Growth's 13F filing for Q2 2024, filed 13 Aug 2024.