AG
HMSY

Aperio Group’s HMS Holdings Corp. HMSY Stock Holding History

Aperio Group’s Portfolio HMSY Stock Details HMSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$1.76M Buy
47,967
+324
+0.7% +$9.84K 0.01% 1301
2020
Q3 		$1.14M Sell
47,643
-1,604
-3% -$47.2K ﹤0.01% 1374
2020
Q2 		$1.59M Buy
49,247
+6,696
+16% +$194K 0.01% 1208
2020
Q1 		$1.07M Buy
42,551
+8,799
+26% +$229K ﹤0.01% 1276
2019
Q4 		$999K Sell
33,752
-6,953
-17% -$213K ﹤0.01% 1437
2019
Q3 		$1.4M Buy
40,705
+3,217
+9% +$116K 0.01% 1220
2019
Q2 		$1.21M Buy
37,488
+1,421
+4% +$43.5K 0.01% 1311
2019
Q1 		$1.07M Buy
36,067
+1,114
+3% +$34.4K ﹤0.01% 1342
2018
Q4 		$983K Buy
34,953
+5,308
+18% +$172K 0.01% 1317
2018
Q3 		$973K Buy
29,645
+290
+1% +$8.38K ﹤0.01% 1425
2018
Q2 		$635K Buy
29,355
+4,040
+16% +$81.7K ﹤0.01% 1640
2018
Q1 		$426K Buy
25,315
+1,730
+7% +$29K ﹤0.01% 1772
2017
Q4 		$400K Sell
23,585
-508
-2% -$8.9K ﹤0.01% 1814
2017
Q3 		$478K Sell
24,093
-565
-2% -$10.5K ﹤0.01% 1687
2017
Q2 		$456K Buy
24,658
+1,426
+6% +$27.4K ﹤0.01% 1697
2017
Q1 		$472K Buy
23,232
+207
+0.9% +$3.82K ﹤0.01% 1582
2016
Q4 		$418K Buy
23,025
+1,163
+5% +$22.6K ﹤0.01% 1623
2016
Q3 		$485K Buy
21,862
+1,642
+8% +$34.5K ﹤0.01% 1467
2016
Q2 		$356K Sell
20,220
-876
-4% -$14.1K ﹤0.01% 1580
2016
Q1 		$303K Buy
21,096
+619
+3% +$7.68K ﹤0.01% 1650
2015
Q4 		$253K Buy
20,477
+7,164
+54% +$81.5K ﹤0.01% 1712
2015
Q3 		$117K Buy
+13,313
New +$148K ﹤0.01% 1845

Other funds holding HMSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Aperio Group's HMSY Position: Q4 2020 in Review

Aperio Group increased its HMS Holdings Corp. (HMSY) stake by 0.68% in Q4 2020, buying an estimated $9.84K and bringing the position to 47,967 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #1301.

Aperio Group first reported a position in HMSY in Q3 2015 and has held it in 22 quarters since. 255 funds tracked by Wall St. Rank hold HMSY as of Q4 2020.

  • Aperio Group held 47,967 shares of HMS Holdings Corp. worth $1.76M as of Q4 2020.
  • Aperio Group bought 324 HMS Holdings Corp. shares in Q4 2020, an estimated $9.84K.
  • HMS Holdings Corp. made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1301 holding.
  • Aperio Group first reported a position in HMS Holdings Corp. in Q3 2015 and has held it in 22 quarters since.
  • 255 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.