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308 hedge funds and large institutions have $3.66B invested in Maximus in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 117 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $2.64M

0.57% less ownership

Funds ownership: 96.07%95.5% (-0.57%)

4% less funds holding

Funds holding: 321308 (-13)

10% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 117

15% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 47

18% less capital invested

Capital invested by funds: $4.46B → $3.66B (-$794M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
308
Holders Change
-13
Holders Change %
-4.05%
% of All Funds
5.19%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
105
Reduced
117
Closed
47
Calls
$3.18M
Puts
$2.64M
Net Calls
+$539K
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
226
First Citizens Bank & Trust
North Carolina
$222K +$7.64K +113 +3%
HTC
227
Haverford Trust Company
Pennsylvania
$222K +$22.6K +335 +10%
CI
228
CX Institutional
Indiana
$220K +$18.4K +272 +8%
Walleye Capital
229
Walleye Capital
New York
$217K +$235K +3,477 New
GAM
230
Gotham Asset Management
New York
$215K +$232K +3,436 New
II
231
Inspire Investing
Idaho
$212K +$18.7K +277 +9%
SCM
232
Shelton Capital Management
Colorado
$204K
DWM
233
Dakota Wealth Management
Florida
$200K +$217K +3,205 New
PHK
234
Point72 Hong Kong
Hong Kong
$194K -$2.16K -32 -1%
WWP
235
WR Wealth Planners
Missouri
$192K +$4.39K +65 +2%
BAM
236
Belpointe Asset Management
Nevada
$161K -$23.2K -343 -12%
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$128K -$32.3K -477 -19%
TPCW
238
TD Private Client Wealth
New York
$117K +$19.9K +294 +19%
SOW
239
State of Wyoming
Wyoming
$117K -$289K -4,268 -70%
LFG
240
Larson Financial Group
Missouri
$102K +$11.4K +168 +11%
C
241
Covestor
United Kingdom
$95K -$6.15K -91 -6%
Macquarie Group
242
Macquarie Group
Australia
$94K
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$80K +$9.6K +142 +13%
HIIFS
244
Harel Insurance Investments & Financial Services
Israel
$69K -$8.65K -128 -10%
Amundi
245
Amundi
France
$62K +$2.37K +35 +4%
EBA
246
Eagle Bay Advisors
New York
$61.1K +$66.1K +977 New
PFGIA
247
Patriot Financial Group Insurance Agency
Massachusetts
$61K +$135 +2 +0.2%
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$61K +$34.9K +516 +109%
EWA
249
EverSource Wealth Advisors
Alabama
$61K +$66.3K +981 New
CI Investments Inc
250
CI Investments Inc
Ontario, Canada
$60K -$32.5K -480 -33%

MMS Hedge Fund Activity: Q2 2022 in Review

308 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q2 2022, worth a combined $3.66B — down 18% from $4.46B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of MMS and 40 opened new positions — a net loss of 7 holders — while 117 trimmed existing stakes and 105 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $34.1M. The largest seller was AllianceBernstein, cutting an estimated $24.2M.

  • 308 institutional investors held Maximus (MMS) as of Q2 2022, down from 321 in Q1 2022.
  • Funds reported $3.66B of Maximus stock for Q2 2022, down 18% quarter-over-quarter.
  • 40 funds opened new Maximus positions in Q2 2022 and 47 closed out, a net change of -7 holders.
  • The largest Maximus buyer in Q2 2022 was Fuller & Thaler Asset Management, an estimated $34.1M added.
  • The largest Maximus seller in Q2 2022 was AllianceBernstein, an estimated $24.2M sold.

Based on aggregated 13F filings for Q2 2022.