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HCI Group

156 hedge funds and large institutions have $620M invested in HCI Group in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $5.48M

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

18% more capital invested

Capital invested by funds: $525M → $620M (+$94.8M)

3.96% more ownership

Funds ownership: 62.37%66.33% (+4%)

2% more funds holding

Funds holding: 153156 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 59

Holders
156
Holders Change
+3
Holders Change %
+1.96%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
51
Reduced
59
Closed
15
Calls
$10.3M
Puts
$5.48M
Net Calls
+$4.86M
Net Calls Change
+$494K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$112M -$468K -4,490 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$50.6M +$298K +2,858 +0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$42.8M +$366K +3,513 +0.9%
PWAM
4
Park West Asset Management
California
$35.8M +$33.7M +323,291 New
HRCM
5
Hood River Capital Management
Florida
$27.8M -$1.03M -9,876 -4%
Point72 Asset Management
6
Point72 Asset Management
Connecticut
$24.2M +$2.49M +23,843 +12%
State Street
7
State Street
Massachusetts
$21.4M +$58.2K +558 +0.3%
Renaissance Technologies
8
Renaissance Technologies
New York
$17.7M -$959K -9,200 -5%
RA
9
Royce & Associates
New York
$17.6M -$7.93M -76,066 -32%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$15.2M +$6.94M +66,587 +95%
SPPAM
11
Summit Partners Public Asset Management
Massachusetts
$15.1M +$4.49M +43,022 +46%
TCM
12
Tygh Capital Management
Oregon
$12.2M +$5.05M +48,425 +79%
Alyeska Investment Group
13
Alyeska Investment Group
Illinois
$11.8M +$1.01M +9,703 +10%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$11.5M +$36.9K +354 +0.3%
PCM
15
Portolan Capital Management
Massachusetts
$11.3M +$5.34M +51,217 +101%
MPAM
16
Monarch Partners Asset Management
Massachusetts
$10.4M +$4.83M +46,332 +97%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$10.3M +$174K +1,668 +2%
HCM
18
Hilton Capital Management
New York
$9.41M -$1.81M -17,400 -17%
Creative Planning
19
Creative Planning
Kansas
$8.33M
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$8.11M +$3.27M +31,387 +75%
Invesco
21
Invesco
Georgia
$7.21M +$2.38M +22,862 +54%
Northern Trust
22
Northern Trust
Illinois
$6.89M -$173K -1,656 -3%
ARMC
23
American Research & Management Company
Massachusetts
$6.05M -$5.21K -50 -0.1%
Citadel Advisors
24
Citadel Advisors
Florida
$5.68M +$3.14M +30,110 +142%
OFCM
25
One Fin Capital Management
California
$5.68M +$5.35M +51,300 New

HCI Hedge Fund Activity: Q3 2021 in Review

156 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in HCI Group (HCI) for Q3 2021, worth a combined $620M — up 18% from $525M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HCI positions and 15 closed out — a net gain of 3 holders — while 51 added to existing stakes and 59 trimmed.

The largest buyer was Park West Asset Management, opening a new position worth an estimated $33.7M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $9.99M sold.

  • 156 institutional investors held HCI Group (HCI) as of Q3 2021, up from 153 in Q2 2021.
  • Funds reported $620M of HCI Group stock for Q3 2021, up 18% quarter-over-quarter.
  • 18 funds opened new HCI Group positions in Q3 2021 and 15 closed out, a net change of +3 holders.
  • The largest HCI Group buyer in Q3 2021 was Park West Asset Management, an estimated $33.7M added.
  • The largest HCI Group seller in Q3 2021 was Philadelphia Financial Management of San Francisco, an estimated $9.99M sold.

Based on aggregated 13F filings for Q3 2021.