We are live on ! Find out more
HCI icon

HCI Group

112 hedge funds and large institutions have $223M invested in HCI Group in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $67K | Put options by funds: $44K

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

1.46% less ownership

Funds ownership: 69.83%68.37% (-1.5%)

10% less capital invested

Capital invested by funds: $247M → $223M (-$24.4M)

10% less funds holding

Funds holding: 125112 (-13)

42% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 26

Holders
112
Holders Change
-13
Holders Change %
-10.4%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
40
Reduced
35
Closed
26
Calls
$67K
Puts
$44K
Net Calls
+$23K
Net Calls Change
+$93K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$45.6M +$1.31M +35,570 +3%
Goldman Sachs
2
Goldman Sachs
New York
$24.2M +$22.2M +602,114 +7,064%
Vanguard Group
3
Vanguard Group
Pennsylvania
$20.5M -$194K -5,273 -1%
BCA
4
Bernzott Capital Advisors
California
$15.8M +$807K +21,912 +6%
VOYA Investment Management
5
VOYA Investment Management
Georgia
$15.7M +$6.7M +182,018 +84%
HRCM
6
Hood River Capital Management
Florida
$15.7M +$894K +24,287 +7%
State Street
7
State Street
Massachusetts
$9.72M +$981K +26,644 +12%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.83M +$90.7K +2,463 +2%
EIM
9
Essex Investment Management
Massachusetts
$4.54M -$857K -23,276 -17%
Renaissance Technologies
10
Renaissance Technologies
New York
$3.88M -$295K -8,000 -8%
Citadel Advisors
11
Citadel Advisors
Florida
$3.75M +$1.39M +37,641 +66%
Morgan Stanley
12
Morgan Stanley
New York
$3.66M +$413K +11,223 +14%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$3.55M +$3.27M +88,735 New
Federated Hermes
14
Federated Hermes
Pennsylvania
$3.2M +$1.44M +39,056 +93%
Creative Planning
15
Creative Planning
Kansas
$2.92M +$22.5K +612 +0.8%
Northern Trust
16
Northern Trust
Illinois
$2.61M -$111K -3,014 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.4M -$770K -20,924 -26%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$2.33M -$491K -13,323 -18%
Ameriprise
19
Ameriprise
Minnesota
$2.16M -$98.8K -2,684 -5%
CSS
20
Cubist Systematic Strategies
Connecticut
$2.06M +$1.39M +37,640 +259%
BWP
21
Baldwin Wealth Partners
Massachusetts
$1.82M +$1.7M +46,069 New
Two Sigma Investments
22
Two Sigma Investments
New York
$1.69M +$672K +18,249 +74%
Principal Financial Group
23
Principal Financial Group
Iowa
$1.69M -$59.5K -1,615 -4%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$1.58M +$276K +7,500 +23%
Millennium Management
25
Millennium Management
New York
$1.54M -$4.95M -134,301 -78%

HCI Hedge Fund Activity: Q4 2022 in Review

112 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HCI Group (HCI) for Q4 2022, worth a combined $223M — down 9.8% from $247M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of HCI and 15 opened new positions — a net loss of 11 holders — while 35 trimmed existing stakes and 40 added.

The largest buyer was Goldman Sachs, adding an estimated $22.2M. The largest seller was Park West Asset Management, cutting an estimated $27.4M.

  • 112 institutional investors held HCI Group (HCI) as of Q4 2022, down from 125 in Q3 2022.
  • Funds reported $223M of HCI Group stock for Q4 2022, down 9.8% quarter-over-quarter.
  • 15 funds opened new HCI Group positions in Q4 2022 and 26 closed out, a net change of -11 holders.
  • The largest HCI Group buyer in Q4 2022 was Goldman Sachs, an estimated $22.2M added.
  • The largest HCI Group seller in Q4 2022 was Park West Asset Management, an estimated $27.4M sold.

Based on aggregated 13F filings for Q4 2022.