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Joel Greenblatt’s HCI Group HCI Stock Holding History

Joel Greenblatt’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
Q4 		– Sell
-2,309
Closed -$247K – 1457
2024
Q3 		$247K Buy
+2,309
New +$219K ﹤0.01% 1291

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Joel Greenblatt's HCI Position: Q4 2024 in Review

Joel Greenblatt sold out of HCI Group (HCI) in Q4 2024, closing a stake of 2,309 shares — an estimated $247K sold.

Joel Greenblatt first reported a position in HCI in Q3 2024 and held it in 1 quarter. The position peaked at $247K in Q3 2024. 200 funds tracked by Wall St. Rank hold HCI as of Q4 2024.

  • Joel Greenblatt reported no remaining HCI Group position as of Q4 2024 after selling out during the quarter.
  • Joel Greenblatt sold 2,309 HCI Group shares in Q4 2024, an estimated $247K.
  • Joel Greenblatt first reported a position in HCI Group in Q3 2024 and held it in 1 quarter.
  • Joel Greenblatt's HCI Group position peaked at $247K in Q3 2024.
  • 200 funds tracked by Wall St. Rank held HCI Group as of Q4 2024.

Based on Gotham Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.