Signals

HQY

644 in-universe funds with a nonzero position in HQY within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1498
Score / z0.016 / -0.01
Consensus164.40 over 283 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Issuance as of 2027Q2
Accrual ratio-0.022
F-score7
M-score
Net issuance63.4%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-17 Neeleman Stephen G

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 880.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 601.9 4.0% 4 +0.4 pp +0.8 pp +0.7 pp +4.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 259.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 207.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 188.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 172.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 138.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 136.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 118.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 109.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 107.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Greenhouse Funds LLLP CIK 0001626220 0.437 29 105.1 5.0% 4 +1.2 pp +1.0 pp +1.0 pp +5.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 98.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 98.1 2.1% 4 +0.2 pp +0.3 pp +0.1 pp +2.1 pp
FMR LLC CIK 0000315066 0.989 5571 94.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 86.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 84.9 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 77.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Atalan Capital Partners, LP CIK 0001662906 0.822 9 73.8 6.8% 4 +0.8 pp +0.8 pp +1.2 pp +6.8 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 72.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 71.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 69.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CADIAN CAPITAL MANAGEMENT, LP CIK 0001423686 0.331 28 69.6 8.5% 2 +4.7 pp +8.5 pp +8.5 pp +8.5 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 67.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 66.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 65.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 62.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 62.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 59.6 0.2% 4 -0.5 pp -0.4 pp -0.3 pp +0.2 pp
Swedbank AB CIK 0000946431 0.941 696 59.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stephens Investment Management Group LLC CIK 0001314440 0.460 176 57.2 0.8% 4 -0.1 pp -0.1 pp -0.6 pp +0.8 pp
Nuveen, LLC CIK 0001871926 0.966 3735 56.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 53.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Park West Asset Management LLC CIK 0001386928 0.189 46 52.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 50.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 50.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 49.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 49.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 41.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 40.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 37.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 35.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 33.2 2.1% 4 -0.1 pp -0.1 pp -0.3 pp +2.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 31.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 28.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 28.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 25.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Premier Fund Managers Ltd CIK 0001673907 0.066 174 23.5 1.7% 4 +0.0 pp -0.7 pp -0.7 pp +1.7 pp
Ranger Investment Management, L.P. CIK 0001319691 0.273 83 22.7 1.6% 4 -0.1 pp -0.2 pp -0.4 pp +1.6 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 22.6 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 22.5 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 22.3 2.8% 4 -0.0 pp -0.1 pp -0.7 pp +2.8 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 22.2 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 21.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
12th Street Asset Management Company, LLC CIK 0001633703 0.411 32 21.0 3.4% 4 -0.5 pp -0.9 pp +1.2 pp +3.4 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 20.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 20.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 17.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 16.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 16.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 16.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 15.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 15.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 15.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 15.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 14.5 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 14.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 13.9 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 13.5 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
Summit Creek Advisors LLC CIK 0001333709 0.134 64 13.5 2.8% 4 +0.1 pp +0.1 pp -0.3 pp +2.8 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 12.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 12.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 12.2 0.3% 4 -0.0 pp -0.1 pp -0.4 pp +0.3 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 11.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 11.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 11.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DF DENT & CO INC CIK 0000934999 0.596 271 11.2 0.2% 4 +0.0 pp -0.0 pp -0.2 pp +0.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 11.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 10.6 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 10.5 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
GDS Wealth Management CIK 0001940869 0.458 232 10.5 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Granahan Investment Management, LLC CIK 0001026710 0.275 150 10.2 0.5% 2 +0.1 pp +0.5 pp +0.1 pp +0.5 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 10.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 10.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 9.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 8.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Portolan Capital Management, LLC CIK 0001350290 0.078 148 8.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 8.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 8.4 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Motley Fool Asset Management LLC CIK 0001512814 0.684 249 8.2 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 8.2 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 7.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 7.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 7.4 0.1% 4 -0.2 pp -0.4 pp -0.4 pp +0.1 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 7.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 7.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 6.9 0.4% 4 -0.0 pp -0.0 pp +0.2 pp +0.4 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 6.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MIROVA CIK 0001767843 0.367 185 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 6.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 6.3 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 6.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cornerstone Advisors, LLC CIK 0001775446 0.517 112 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 5.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 5.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 5.4 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 5.4 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 5.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Elk River Wealth Management LLC CIK 0001844107 0.551 103 5.2 0.9% 4 -0.1 pp -0.1 pp -0.3 pp +0.9 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 5.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
1492 Capital Management LLC CIK 0001584087 0.142 133 4.7 1.8% 4 -0.2 pp -0.3 pp -0.7 pp +1.8 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 4.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eversept Partners, LP CIK 0001697013 0.242 115 4.3 0.3% 4 -0.7 pp -0.1 pp -1.4 pp +0.3 pp
Montanaro Asset Management Ltd CIK 0001831133 0.168 42 4.2 1.3% 4 +0.3 pp +0.5 pp +0.5 pp +1.3 pp
Future Fund LLC CIK 0001911970 0.079 118 4.2 1.5% 4 +0.2 pp +0.4 pp +0.5 pp +1.5 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 4.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 4.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 4.1 0.1% 1 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
BEACON INVESTMENT ADVISORS LLC CIK 0001961635 0.237 178 4.0 1.5% 3 +0.4 pp +0.5 pp +1.5 pp +1.5 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 3.9 0.5% 4 -0.1 pp -0.2 pp -0.3 pp +0.5 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EFG International AG CIK 0002109868 0.615 1088 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HOMESTEAD ADVISERS CORP CIK 0000944804 0.479 124 3.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Covea Finance CIK 0001636948 0.445 153 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 3.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ADVISORY RESEARCH INC CIK 0000902584 0.478 136 3.1 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
Grandeur Peak Global Advisors, LLC CIK 0001569137 0.264 75 3.0 0.7% 4 -0.0 pp -0.7 pp -0.7 pp +0.7 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 3.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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Legato Capital Management LLC CIK 0001442641 0.058 678 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just HQY). Qtrs Held counts distinct quarters this fund has actually held HQY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HQY position size. Δ columns are the percentage-point change in HQY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status