GAMMA Investing’s HCI Group HCI Stock Holding History

GAMMA Investing’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 Q2	$144K	Buy	820 +11	+1%	+$1.73K	0.01%	1534
2026 Q1	$125K	Sell	809 -106	-12%	-$17.4K	0.01%	1497
2025 Q4	$175K	Sell	915 -4	-0.4%	-$753	0.01%	1139
2025 Q3	$176K	Buy	919 +177	+24%	+$28K	0.01%	1060
2025 Q2	$113K	Buy	742 +146	+24%	+$22.4K	0.01%	1350
2025 Q1	$88.9K	Buy	596 +85	+17%	+$10.8K	0.01%	1358
2024 Q4	$59.5K	Buy	511 +113	+28%	+$12.9K	0.01%	1525
2024 Q3	$42.6K	Buy	398 +178	+81%	+$16.9K	﹤0.01%	1608
2024 Q2	$20.3K	Buy	220 +114	+108%	+$11.9K	﹤0.01%	1841
2024 Q1	$12.3K	Buy	106 +18	+20%	+$1.77K	﹤0.01%	1942
2023 Q4	$7.89K	Buy	+88	New	+$6.44K	﹤0.01%	2029

Other funds holding HCI

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return