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HCI Group

152 hedge funds and large institutions have $603M invested in HCI Group in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 12

105% more capital invested

Capital invested by funds: $295M → $603M (+$308M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $1.26M

26% more funds holding

Funds holding: 121152 (+31)

8.72% more ownership

Funds ownership: 63.2%71.92% (+8.7%)

10% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 41

Holders
152
Holders Change
+31
Holders Change %
+25.62%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
45
Reduced
41
Closed
12
Calls
$1.96M
Puts
$1.26M
Net Calls
+$705K
Net Calls Change
+$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$87.6M -$830K -11,346 -1%
HRCM
2
Hood River Capital Management
Florida
$62.2M +$8.65M +118,240 +20%
Vanguard Group
3
Vanguard Group
Pennsylvania
$41M +$3.67M +50,201 +12%
DCM
4
Driehaus Capital Management
Illinois
$38.9M +$32.5M +444,827 New
VOYA Investment Management
5
VOYA Investment Management
Georgia
$28M +$2.92M +39,869 +14%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$27.9M -$228K -3,117 -1%
Morgan Stanley
7
Morgan Stanley
New York
$22.7M +$9.18M +125,474 +93%
State Street
8
State Street
Massachusetts
$19.7M -$75.6K -1,034 -0.5%
WA
9
Wasatch Advisors
Utah
$16.3M +$658K +8,992 +5%
SC
10
Shellback Capital
Massachusetts
$16.2M +$13.6M +185,883 New
Millennium Management
11
Millennium Management
New York
$15.8M +$11.6M +157,954 +687%
PFMOSF
12
Philadelphia Financial Management of San Francisco
California
$12.4M +$10.4M +141,814 New
EIM
13
Essex Investment Management
Massachusetts
$12.1M -$3.83M -52,414 -28%
PWAM
14
Park West Asset Management
California
$11.9M -$17.9M -244,831 -64%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$11.6M +$278K +3,796 +3%
Bank of America
16
Bank of America
North Carolina
$9.51M -$1.59M -21,764 -17%
BCA
17
Bernzott Capital Advisors
California
$7.83M -$861K -11,776 -12%
Citadel Advisors
18
Citadel Advisors
Florida
$7.18M +$3.52M +48,094 +141%
Renaissance Technologies
19
Renaissance Technologies
New York
$7.07M -$1.54M -21,000 -21%
Alyeska Investment Group
20
Alyeska Investment Group
Illinois
$6.99M +$5.85M +80,000 New
Invesco
21
Invesco
Georgia
$6.74M +$3.37M +46,047 +148%
Creative Planning
22
Creative Planning
Kansas
$6.53M +$25K +342 +0.5%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$6.31M +$3.2M +43,730 +154%
Marshall Wace
24
Marshall Wace
United Kingdom
$6.04M -$359K -4,904 -7%
Northern Trust
25
Northern Trust
Illinois
$5.8M -$77K -1,053 -2%

HCI Hedge Fund Activity: Q4 2023 in Review

152 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in HCI Group (HCI) for Q4 2023, worth a combined $603M — up 105% from $295M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HCI positions and 12 closed out — a net gain of 32 holders — while 45 added to existing stakes and 41 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $32.5M. The largest seller was Park West Asset Management, cutting an estimated $17.9M.

  • 152 institutional investors held HCI Group (HCI) as of Q4 2023, up from 121 in Q3 2023.
  • Funds reported $603M of HCI Group stock for Q4 2023, up 105% quarter-over-quarter.
  • 44 funds opened new HCI Group positions in Q4 2023 and 12 closed out, a net change of +32 holders.
  • The largest HCI Group buyer in Q4 2023 was Driehaus Capital Management, an estimated $32.5M added.
  • The largest HCI Group seller in Q4 2023 was Park West Asset Management, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2023.