JAM
HCI icon

Jupiter Asset Management’s HCI Group HCI Stock Holding History

Jupiter Asset Management’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
Q1 		$2.97M Sell
19,193
-175
-0.9% -$28.7K 0.02% 374
2025
Q4 		$3.71M Sell
19,368
-1,152
-6% -$217K 0.03% 291
2025
Q3 		$3.94M Sell
20,520
-4,915
-19% -$778K 0.03% 281
2025
Q2 		$3.87M Sell
25,435
-3,819
-13% -$586K 0.03% 298
2025
Q1 		$4.37M Sell
29,254
-904
-3% -$115K 0.04% 288
2024
Q4 		$3.51M Buy
30,158
+1,101
+4% +$125K 0.03% 297
2024
Q3 		$3.11M Buy
29,057
+15,761
+119% +$1.49M 0.03% 301
2024
Q2 		$1.23M Buy
13,296
+5,204
+64% +$542K 0.01% 329
2024
Q1 		$939K Buy
+8,092
New +$795K 0.01% 368

Other funds holding HCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return