Y-Intercept (HK)’s HCI Group HCI Stock Holding History

Y-Intercept (HK)’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	$1.2M	Sell	6,872 -8,015	-54%	-$1.26M	0.02%	963
2026 Q1	$2.3M	Buy	+14,887	New	+$2.44M	0.04%	652
2025 Q3	–	Sell	-9,632	Closed	-$1.47M	–	1757
2025 Q2	$1.47M	Buy	+9,632	New	+$1.48M	0.04%	754

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

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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 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