Filing Research | HCI - HCI GROUP INC Institutional Holdings

Snapshot holdings

48 / 48 loaded

#		Instrument	quantity
1	Base Wealth Management LLC	Shares	65.3KSH	$11.4M
2	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	38.5KSH	$6.8M
3	BERNZOTT CAPITAL ADVISORS	Shares	35.7KSH	$6.3M
4	CHATHAM CAPITAL GROUP, INC.	Shares	29.0KSH	$5.1M
5	EXCHANGE TRADED CONCEPTS, LLC	Shares	22.2KSH	$3.9M
6	BALDWIN WEALTH PARTNERS LLC/MA	Shares	11.3KSH	$2.0M
7	Robeco Institutional Asset Management B.V.	Shares	8.0KSH	$1.4M
8	Global Financial Private Client, LLC	Shares	7.0KSH	$1.2M
9	NOVEM GROUP	Shares	6.9KSH	$1.2M
10	Y-Intercept (Hong Kong) Ltd	Shares	6.9KSH	$1.2M
11	SIERRA SUMMIT ADVISORS LLC	Shares	6.4KSH	$1.1M
12	Marshall Financial Group, LLC	Shares	4.9KSH	$858.9K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.4KSH	$809.6K
14	Louisiana State Employees Retirement System	Shares	4.6KSH	$806.1K
15	J.W. COLE ADVISORS, INC.	Shares	3.4KSH	$587.1K
16	Police & Firemen's Retirement System of New Jersey	Shares	3.3KSH	$583.1K
17	Yorktown Management & Research Co Inc	Shares	3.2KSH	$560.8K
18	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	2.8KSH	$496.7K
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	2.5KSH	$438.7K
20	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	2.4KSH	$411.8K
21	Gallacher Capital Management LLC	Shares	1.4KSH	$248.4K
22	L. Roy Papp & Associates, LLP	Shares	1.2KSH	$206.8K
23	IFP Advisors, Inc	Shares	828SH	$145.1K
24	GAMMA Investing LLC	Shares	820SH	$143.7K
25	SIGNATUREFD, LLC	Shares	483SH	$84.6K
26	Farther Finance Advisors, LLC	Shares	194SH	$34.0K
27	EverSource Wealth Advisors, LLC	Shares	150SH	$26.3K
28	True Wealth Design, LLC	Shares	69SH	$12.1K
29	MassMutual Private Wealth & Trust, FSB	Shares	48SH	$8.4K
30	Bogart Wealth, LLC	Shares	35SH	$6.1K
31	Valued Wealth Advisors LLC	Shares	17SH	$3.0K
32	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	11.5KSH	$2.0K
33	Torren Management, LLC	Shares	8SH	$1.4K
34	Versant Capital Management, Inc	Shares	8SH	$1.4K
35	State of Alaska, Department of Revenue	Shares	6.7KSH	$1.2K
36	FARMERS & MERCHANTS INVESTMENTS INC	Shares	5SH	$876
37	SJS Investment Consulting Inc.	Shares	4SH	$701
38	Wealth Enhancement Trust Services, Inc.	Shares	4SH	$701
39	Handelsbanken Fonder AB	Shares	3.4KSH	$596
40	Fortitude Family Office, LLC	Shares	3SH	$526
41	Hughes Financial Services, LLC	Shares	3SH	$526
42	AMALGAMATED BANK	Shares	2.9KSH	$500
43	GILPIN WEALTH MANAGEMENT, LLC	Shares	2SH	$351
44	JFS WEALTH ADVISORS, LLC	Shares	2SH	$351
45	TFC Financial Management, Inc.	Shares	1SH	$176
46	Davis Capital Management	Shares	1SH	$175
47	CX Institutional	Shares	118SH	$21
48	Capital Advisors, Ltd. LLC	Shares	3SH	$1

Manager changes2026-06-30 vs 2026-03-31

50 / 54 loaded

#		Instrument
1	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+36.5K	+$6.4M	$6.8M
2	Base Wealth Management LLC unchanged	Shares	0	+$1.3M	$11.4M
3	NOVEM GROUP new	Shares	+6.9K	+$1.2M	$1.2M
4	CHATHAM CAPITAL GROUP, INC. added	Shares	+3.9K	+$1.2M	$5.1M
5	SIERRA SUMMIT ADVISORS LLC new	Shares	+6.4K	+$1.1M	$1.1M
6	Marshall Financial Group, LLC new	Shares	+4.9K	+$858.9K	$858.9K
7	BERNZOTT CAPITAL ADVISORS added	Shares	+712	+$847.7K	$6.3M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.3K	+$324.7K	$809.6K
9	Yorktown Management & Research Co Inc added	Shares	+1.4K	+$282.5K	$560.8K
10	BALDWIN WEALTH PARTNERS LLC/MA unchanged	Shares	0	+$234.0K	$2.0M
11	L. Roy Papp & Associates, LLP new	Shares	+1.2K	+$206.8K	$206.8K
12	Robeco Institutional Asset Management B.V. trimmed	Shares	-28	+$160.8K	$1.4M
13	Global Financial Private Client, LLC unchanged	Shares	0	+$143.6K	$1.2M
14	Police & Firemen's Retirement System of New Jersey added	Shares	+366	+$125.3K	$583.1K
15	Louisiana State Employees Retirement System trimmed	Shares	-200	+$64.0K	$806.1K
16	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-16	+$56.0K	$496.7K
17	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC unchanged	Shares	0	+$48.5K	$411.8K
18	IFP Advisors, Inc added	Shares	+149	+$40.1K	$145.1K
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-153	+$28.0K	$438.7K
20	J.W. COLE ADVISORS, INC. trimmed	Shares	-300	+$22.8K	$587.1K
21	GAMMA Investing LLC added	Shares	+11	+$18.6K	$143.7K
22	True Wealth Design, LLC added	Shares	+20	+$4.5K	$12.1K
23	SIGNATUREFD, LLC trimmed	Shares	-47	+$2.7K	$84.6K
24	Bogart Wealth, LLC unchanged	Shares	0	+$723	$6.1K
25	Wealth Enhancement Trust Services, Inc. new	Shares	+4	+$701	$701
26	SJS Investment Consulting Inc. added	Shares	+3	+$546	$701
27	Hughes Financial Services, LLC added	Shares	+2	+$371	$526
28	JFS WEALTH ADVISORS, LLC new	Shares	+2	+$351	$351
29	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+626	+$333	$2.0K
30	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-5	+$218	$8.4K
31	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+1	+$196	$351
32	Davis Capital Management new	Shares	+1	+$175	$175
33	Torren Management, LLC unchanged	Shares	0	+$169	$1.4K
34	Versant Capital Management, Inc unchanged	Shares	0	+$165	$1.4K
35	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$103	$876
36	Handelsbanken Fonder AB unchanged	Shares	0	+$70	$596
37	Fortitude Family Office, LLC unchanged	Shares	0	+$62	$526
38	AMALGAMATED BANK trimmed	Shares	-238	+$22	$500
39	TFC Financial Management, Inc. unchanged	Shares	0	+$21	$176
40	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$1
41	State of Alaska, Department of Revenue trimmed	Shares	-1.8K	-$143	$1.2K
42	Abound Wealth Management exited	Shares	-1	-$155	$0
43	Valued Wealth Advisors LLC trimmed	Shares	-15	-$2.0K	$3.0K
44	Farther Finance Advisors, LLC trimmed	Shares	-43	-$2.5K	$34.0K
45	Longview Financial Advisors, Inc. exited	Shares	-17	-$2.6K	$0
46	Sound Income Strategies, LLC exited	Shares	-18	-$2.8K	$0
47	CX Institutional trimmed	Shares	-36.9K	-$5.7K	$21
48	AdvisorNet Financial, Inc exited	Shares	-43	-$6.7K	$0
49	Gallacher Capital Management LLC trimmed	Shares	-337	-$22.8K	$248.4K
50	EverSource Wealth Advisors, LLC trimmed	Shares	-211	-$29.5K	$26.3K

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