We are live on ! Find out more
HCI icon

HCI Group

120 hedge funds and large institutions have $307M invested in HCI Group in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

52% more call options, than puts

Call options by funds: $172K | Put options by funds: $113K

38% more capital invested

Capital invested by funds: $223M → $307M (+$84.4M)

7% more funds holding

Funds holding: 112120 (+8)

1.74% less ownership

Funds ownership: 68.37%66.63% (-1.7%)

30% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 47

Holders
120
Holders Change
+8
Holders Change %
+7.14%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
33
Reduced
47
Closed
12
Calls
$172K
Puts
$113K
Net Calls
+$59K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$57.5M -$3.91M -77,844 -7%
HRCM
2
Hood River Capital Management
Florida
$28.5M +$6.84M +136,058 +34%
Vanguard Group
3
Vanguard Group
Pennsylvania
$24.8M -$2.77M -55,115 -11%
PWAM
4
Park West Asset Management
California
$19.2M +$17.3M +343,763 +2,395%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$18M -$922K -18,342 -5%
BCA
6
Bernzott Capital Advisors
California
$15.5M -$5.53M -110,016 -28%
VOYA Investment Management
7
VOYA Investment Management
Georgia
$14.6M -$6.32M -125,771 -32%
State Street
8
State Street
Massachusetts
$13.1M -$48.2K -959 -0.4%
EIM
9
Essex Investment Management
Massachusetts
$10.5M +$4.08M +81,148 +71%
Citadel Advisors
10
Citadel Advisors
Florida
$8.9M +$3.59M +71,345 +75%
WA
11
Wasatch Advisors
Utah
$8.56M +$8.02M +159,667 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$6.62M +$78.3K +1,558 +1%
Bank of America
13
Bank of America
North Carolina
$5.98M +$5.03M +99,992 +860%
PCM
14
Portolan Capital Management
Massachusetts
$5.63M +$5.28M +105,078 New
Renaissance Technologies
15
Renaissance Technologies
New York
$5.36M +$95.5K +1,900 +2%
Morgan Stanley
16
Morgan Stanley
New York
$5.19M +$223K +4,443 +5%
MIIM
17
Mesirow Institutional Investment Management
Illinois
$4.49M +$4.21M +83,860 New
Creative Planning
18
Creative Planning
Kansas
$3.99M +$28.5K +567 +0.8%
Northern Trust
19
Northern Trust
Illinois
$3.58M +$39.8K +792 +1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.18M -$61.5K -1,223 -2%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$2.99M -$157K -3,132 -5%
Ameriprise
22
Ameriprise
Minnesota
$2.94M +$23.1K +460 +0.8%
Marshall Wace
23
Marshall Wace
United Kingdom
$2.42M +$1.68M +33,457 +284%
Principal Financial Group
24
Principal Financial Group
Iowa
$2.19M -$82.7K -1,645 -4%
CCM
25
Cutler Capital Management
Massachusetts
$1.96M -$71.3K -1,419 -4%

HCI Hedge Fund Activity: Q1 2023 in Review

120 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in HCI Group (HCI) for Q1 2023, worth a combined $307M — up 38% from $223M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HCI positions and 12 closed out — a net gain of 8 holders — while 33 added to existing stakes and 47 trimmed.

The largest buyer was Park West Asset Management, adding an estimated $17.3M. The largest seller was Goldman Sachs, cutting an estimated $30.2M.

  • 120 institutional investors held HCI Group (HCI) as of Q1 2023, up from 112 in Q4 2022.
  • Funds reported $307M of HCI Group stock for Q1 2023, up 38% quarter-over-quarter.
  • 20 funds opened new HCI Group positions in Q1 2023 and 12 closed out, a net change of +8 holders.
  • The largest HCI Group buyer in Q1 2023 was Park West Asset Management, an estimated $17.3M added.
  • The largest HCI Group seller in Q1 2023 was Goldman Sachs, an estimated $30.2M sold.

Based on aggregated 13F filings for Q1 2023.