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USA Financial Formulas’s HCI Group HCI Stock Holding History

USA Financial Formulas’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
2025
Q3 		– Sell
-518
Closed -$78.8K – 291
2025
Q2 		$78.8K Buy
518
+370
+250% +$56.8K 0.01% 189
2025
Q1 		$22.1K Buy
+148
New +$18.8K ﹤0.01% 221
2024
Q2 		– Sell
-243
Closed -$28.2K – 334
2024
Q1 		$28.2K Sell
243
-30
-11% -$2.95K ﹤0.01% 252
2023
Q4 		$23.9K Buy
+273
New +$20K ﹤0.01% 231
2021
Q4 		– Sell
-1,440
Closed -$160K – 426
2021
Q3 		$160K Buy
+1,440
New +$150K 0.14% 120
2020
Q4 		– Sell
-685
Closed -$34K – 358
2020
Q3 		$34K Buy
+685
New +$34.7K 0.03% 142

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USA Financial Formulas's HCI Position: Q3 2025 in Review

USA Financial Formulas sold out of HCI Group (HCI) in Q3 2025, closing a stake of 518 shares — an estimated $78.8K sold.

USA Financial Formulas first reported a position in HCI in Q3 2020 and held it in 6 quarters. The position peaked at $160K in Q3 2021. 255 funds tracked by Wall St. Rank hold HCI as of Q3 2025.

  • USA Financial Formulas reported no remaining HCI Group position as of Q3 2025 after selling out during the quarter.
  • USA Financial Formulas sold 518 HCI Group shares in Q3 2025, an estimated $78.8K.
  • USA Financial Formulas first reported a position in HCI Group in Q3 2020 and held it in 6 quarters.
  • USA Financial Formulas's HCI Group position peaked at $160K in Q3 2021.
  • 255 funds tracked by Wall St. Rank held HCI Group as of Q3 2025.

Based on USA Financial Formulas's 13F filing for Q3 2025, filed 10 Oct 2025.