Principal Financial Group
HMSY

Principal Financial Group’s HMS Holdings Corp. HMSY Stock Holding History

Principal Financial 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
2021
Q1 		– Sell
-1,303,083
Closed -$47.9M – 2520
2020
Q4 		$47.9M Sell
1,303,083
-68,723
-5% -$2.09M 0.04% 391
2020
Q3 		$32.9M Buy
1,371,806
+18,572
+1% +$546K 0.03% 478
2020
Q2 		$43.8M Sell
1,353,234
-71,273
-5% -$2.06M 0.04% 367
2020
Q1 		$36M Sell
1,424,507
-28,805
-2% -$751K 0.04% 380
2019
Q4 		$43M Buy
1,453,312
+89,428
+7% +$2.74M 0.04% 432
2019
Q3 		$47M Sell
1,363,884
-13,557
-1% -$490K 0.04% 410
2019
Q2 		$44.6M Buy
1,377,441
+655,138
+91% +$20M 0.04% 419
2019
Q1 		$21.4M Buy
722,303
+4,377
+0.6% +$135K 0.02% 724
2018
Q4 		$20.2M Sell
717,926
-9,787
-1% -$317K 0.02% 695
2018
Q3 		$23.9M Buy
727,713
+29,358
+4% +$849K 0.02% 746
2018
Q2 		$15.1M Buy
698,355
+8,873
+1% +$179K 0.01% 1022
2018
Q1 		$11.6M Buy
689,482
+24,762
+4% +$415K 0.01% 1166
2017
Q4 		$11.3M Buy
664,720
+5,153
+0.8% +$90.2K 0.01% 1197
2017
Q3 		$13.1M Sell
659,567
-25,683
-4% -$478K 0.01% 1068
2017
Q2 		$12.7M Buy
685,250
+15,029
+2% +$289K 0.01% 1079
2017
Q1 		$13.6M Buy
670,221
+7,156
+1% +$132K 0.02% 1004
2016
Q4 		$12M Buy
663,065
+27,909
+4% +$543K 0.02% 1058
2016
Q3 		$14.1M Buy
635,156
+23,230
+4% +$488K 0.02% 887
2016
Q2 		$10.8M Buy
611,926
+16,440
+3% +$265K 0.02% 990
2016
Q1 		$8.54M Buy
595,486
+9,353
+2% +$116K 0.01% 1096
2015
Q4 		$7.23M Buy
586,133
+6,063
+1% +$68.9K 0.01% 1163
2015
Q3 		$5.09M Buy
580,070
+314,228
+118% +$3.5M 0.01% 1339
2015
Q2 		$4.57M Buy
265,842
+10,553
+4% +$178K 0.01% 1441
2015
Q1 		$3.94M Buy
255,289
+13,797
+6% +$259K 0.01% 1478
2014
Q4 		$5.11M Buy
241,492
+3,021
+1% +$63.2K 0.01% 1365
2014
Q3 		$4.5M Buy
238,471
+10,344
+5% +$209K 0.01% 1387
2014
Q2 		$4.66M Sell
228,127
-6,779
-3% -$122K 0.01% 1418
2014
Q1 		$4.47M Buy
234,906
+8,720
+4% +$189K 0.01% 1427
2013
Q4 		$5.14M Buy
226,186
+3,657
+2% +$79.2K 0.01% 1340
2013
Q3 		$4.79M Buy
222,529
+4,369
+2% +$107K 0.01% 1299
2013
Q2 		$5.08M Buy
+218,160
New +$5.39M 0.01% 1177

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
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group's HMSY Position: Q1 2021 in Review

Principal Financial Group sold out of HMS Holdings Corp. (HMSY) in Q1 2021, closing a stake of 1,303,083 shares — an estimated $47.9M sold.

Principal Financial Group first reported a position in HMSY in Q2 2013 and held it in 31 quarters. The position peaked at $47.9M in Q4 2020. 209 funds tracked by Wall St. Rank hold HMSY as of Q1 2021.

  • Principal Financial Group reported no remaining HMS Holdings Corp. position as of Q1 2021 after selling out during the quarter.
  • Principal Financial Group sold 1,303,083 HMS Holdings Corp. shares in Q1 2021, an estimated $47.9M.
  • Principal Financial Group first reported a position in HMS Holdings Corp. in Q2 2013 and held it in 31 quarters.
  • Principal Financial Group's HMS Holdings Corp. position peaked at $47.9M in Q4 2020.
  • 209 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q1 2021.

Based on Principal Financial Group's 13F filing for Q1 2021, filed 10 May 2021.