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HCI Group

155 hedge funds and large institutions have $509M invested in HCI Group in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

185% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $7.19M

19% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 48

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

1% less funds holding

Funds holding: 156155 (-1)

6.97% less ownership

Funds ownership: 66.33%59.36% (-7%)

18% less capital invested

Capital invested by funds: $620M → $509M (-$112M)

Holders
155
Holders Change
-1
Holders Change %
-0.64%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
57
Reduced
48
Closed
30
Calls
$20.5M
Puts
$7.19M
Net Calls
+$13.3M
Net Calls Change
+$8.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$97.1M +$18M +154,565 +15%
PWAM
2
Park West Asset Management
California
$45M +$25.2M +215,857 +67%
Vanguard Group
3
Vanguard Group
Pennsylvania
$44.9M +$9.42M +80,756 +18%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$31M -$1.76M -15,115 -4%
HRCM
5
Hood River Capital Management
Florida
$20.8M -$165K -1,415 -0.6%
State Street
6
State Street
Massachusetts
$16.9M +$1.08M +9,257 +5%
Point72 Asset Management
7
Point72 Asset Management
Connecticut
$16.3M -$2.72M -23,343 -11%
SPPAM
8
Summit Partners Public Asset Management
Massachusetts
$15.3M +$5.46M +46,811 +34%
Renaissance Technologies
9
Renaissance Technologies
New York
$14.7M +$1.9M +16,300 +10%
P2P
10
Phase 2 Partners
California
$13.5M +$18.9M +161,645 New
RA
11
Royce & Associates
New York
$9.94M -$4.7M -40,300 -25%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$9.61M +$1.29M +11,062 +11%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$9.45M -$2.78M -23,857 -17%
Alyeska Investment Group
14
Alyeska Investment Group
Illinois
$8.2M -$1.02M -8,735 -8%
Citadel Advisors
15
Citadel Advisors
Florida
$7.92M +$5.08M +43,522 +85%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.79M -$9.1K -78 -0.1%
MPAM
17
Monarch Partners Asset Management
Massachusetts
$6.77M -$1.52M -13,043 -14%
Creative Planning
18
Creative Planning
Kansas
$6.26M -$35.1K -301 -0.4%
TCM
19
Tygh Capital Management
Oregon
$6.08M -$4.32M -36,979 -34%
HCM
20
Hilton Capital Management
New York
$5.83M -$1.76M -15,123 -18%
CCM
21
Cutler Capital Management
Massachusetts
$5.46M +$7.63M +65,371 New
Northern Trust
22
Northern Trust
Illinois
$5.43M +$327K +2,801 +5%
OFCM
23
One Fin Capital Management
California
$4.54M +$350K +3,000 +6%
ARMC
24
American Research & Management Company
Massachusetts
$4.45M -$158K -1,350 -2%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.45M +$964K +8,257 +18%

HCI Hedge Fund Activity: Q4 2021 in Review

155 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in HCI Group (HCI) for Q4 2021, worth a combined $509M — down 18% from $620M a quarter earlier.

Fund positioning in HCI was balanced in Q4 2021: 30 funds opened new positions, 30 closed out, 57 added to existing stakes and 48 trimmed.

The largest buyer was Park West Asset Management, adding an estimated $25.2M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $11.3M sold.

  • 155 institutional investors held HCI Group (HCI) as of Q4 2021, down from 156 in Q3 2021.
  • Funds reported $509M of HCI Group stock for Q4 2021, down 18% quarter-over-quarter.
  • 30 funds opened new HCI Group positions in Q4 2021 and 30 closed out, a net change of 0 holders.
  • The largest HCI Group buyer in Q4 2021 was Park West Asset Management, an estimated $25.2M added.
  • The largest HCI Group seller in Q4 2021 was Portolan Capital Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2021.