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Phase 2 Partners’s HCI Group HCI Stock Holding History

Phase 2 Partners’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 		$7.14M Buy
61,265
+18,791
+44% +$2.14M 5.36% 5
2024
Q3 		$4.55M Buy
+42,474
New +$4.03M 2.69% 20
2022
Q3 		– Sell
-111,943
Closed -$7.58M – 28
2022
Q2 		$7.58M Sell
111,943
-23,684
-17% -$1.56M 3.9% 12
2022
Q1 		$9.25M Sell
135,627
-26,018
-16% -$1.78M 6.04% 6
2021
Q4 		$13.5M Buy
+161,645
New +$18.9M 8.36% 2

Other funds holding HCI

BlackRock
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
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 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 $13.6B AUM 173.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Phase 2 Partners's HCI Position: Q4 2024 in Review

Phase 2 Partners increased its HCI Group (HCI) stake by 44% in Q4 2024, buying an estimated $2.14M and bringing the position to 61,265 shares worth $7.14M. The position accounts for 5.36% of the portfolio, ranked #5.

Phase 2 Partners first reported a position in HCI in Q4 2021 and has held it in 5 quarters since. The position peaked at $13.5M in Q4 2021. 200 funds tracked by Wall St. Rank hold HCI as of Q4 2024.

  • Phase 2 Partners held 61,265 shares of HCI Group worth $7.14M as of Q4 2024.
  • Phase 2 Partners bought 18,791 HCI Group shares in Q4 2024, an estimated $2.14M.
  • HCI Group made up 5.36% of Phase 2 Partners's portfolio in Q4 2024, its #5 holding.
  • Phase 2 Partners first reported a position in HCI Group in Q4 2021 and has held it in 5 quarters since.
  • Phase 2 Partners's HCI Group position peaked at $13.5M in Q4 2021.
  • 200 funds tracked by Wall St. Rank held HCI Group as of Q4 2024.

Based on Phase 2 Partners's 13F filing for Q4 2024, filed 14 Feb 2025.