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Maximus
MMS

238 hedge funds and large institutions have $3.52B invested in Maximus in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 66 increasing their positions, 102 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

34% more capital invested

Capital invested by funds: $2.62B → $3.52B (+$901M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

9% more funds holding

Funds holding: 219 → 238 (+19)

0.23% less ownership

Funds ownership: 97.58% → 97.35% (-0.23%)

35% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 102

Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
6.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
47
Increased
66
Reduced
102
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$77.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.9M
3
BFA
BlackRock Fund Advisors
California
+$11.1M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$10M
5
Two Sigma Investments
Two Sigma Investments
New York
+$9.18M

Top Sellers

Rank Fund Capital Flow
1
RP
Riverbridge Partners
Minnesota
-$42.7M
2
DCM
Daruma Capital Management
New York
-$38.6M
3
Ameriprise
Ameriprise
Minnesota
-$31M
4
BIT
BlackRock Institutional Trust
California
-$22.2M
5
RA
Royce & Associates
New York
-$18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
226
Envestnet Asset Management
Illinois
$17K -$2.92K -60 -17%
Bessemer Group
227
Bessemer Group
New Jersey
$14K – – –
GAM
228
Gemmer Asset Management
California
$12K – – –
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$12K +$10.6K +219 +2,738%
NSIM
230
North Star Investment Management
Illinois
$11K +$9.72K +200 New
LTFS
231
Ladenburg Thalmann Financial Services
Florida
$9K +$2.77K +57 +60%
ASN
232
Advisory Services Network
Georgia
$6K +$4.86K +100 New
LNB
233
Ledyard National Bank
$4K – – –
Schroder Investment Management Group
234
Schroder Investment Management Group
United Kingdom
$4K +$3.89K +80 New
P
235
Palladiem
Pennsylvania
$3K +$2.72K +56 New
Manulife (Manufacturers Life Insurance)
236
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.33K -$63.4K -1,305 -3%
DCM
237
Daruma Capital Management
New York
– -$38.6M -961,476 Closed
PAMP
238
Polar Asset Management Partners
Ontario, Canada
– -$16.1M -401,703 Closed
PC
239
Pier Capital
Connecticut
– -$5.61M -139,852 Closed
TC
240
TFS Capital
Pennsylvania
– -$4.88M -121,675 Closed
ACMM
241
Arbor Capital Management (Minnesota)
Minnesota
– -$3.17M -78,973 Closed
HCM
242
Highbridge Capital Management
New York
– -$2.44M -60,930 Closed
Marshall Wace
243
Marshall Wace
United Kingdom
– -$1.4M -34,914 Closed
AL
244
Airain Ltd
Guernsey
– -$1.02M -25,342 Closed
NAM
245
NorthCoast Asset Management
Connecticut
– -$831K -20,717 Closed
IA
246
Icon Advisers
Colorado
– -$722K -18,000 Closed
FCI
247
Financial Counselors Inc
Kansas
– -$712K -17,750 Closed
Nomura Holdings
248
Nomura Holdings
Japan
– -$672K -16,552 Closed
NBC
249
Neuberger Berman Canada
Ontario, Canada
– -$650K -16,200 Closed
Capital Fund Management (CFM)
250
Capital Fund Management (CFM)
France
– -$517K -12,881 Closed
7 8 9
10
11

MMS Hedge Fund Activity: Q4 2014 in Review

238 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q4 2014, worth a combined $3.52B — up 34% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MMS positions and 25 closed out — a net gain of 22 holders — while 66 added to existing stakes and 102 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $77.4M. The largest seller was Riverbridge Partners, cutting an estimated $42.7M.

  • 238 institutional investors held Maximus (MMS) as of Q4 2014, up from 219 in Q3 2014.
  • Funds reported $3.52B of Maximus stock for Q4 2014, up 34% quarter-over-quarter.
  • 47 funds opened new Maximus positions in Q4 2014 and 25 closed out, a net change of +22 holders.
  • The largest Maximus buyer in Q4 2014 was Lord, Abbett & Co, an estimated $77.4M added.
  • The largest Maximus seller in Q4 2014 was Riverbridge Partners, an estimated $42.7M sold.

Based on aggregated 13F filings for Q4 2014.