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Maximus
MMS

Overview Fund Activity

304 hedge funds and large institutions have $5.13B invested in Maximus in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 122 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+3
Holders Change %
+1%
% of All Funds
4.79%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
37
Increased
93
Reduced
122
Closed
32
Calls
$870K
Puts
$278K
Net Calls
+$592K
Net Calls Change
-$1.92M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$682M
2
BBCM
Broad Bay Capital Management
New York
$25.4M
3
SIMG
Stephens Investment Management Group
Texas
$48.2M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$45.9M
5
PI
Putnam Investments
Massachusetts
$10.7M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$494M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$109M
3
Vanguard Group
Vanguard Group
Pennsylvania
$506M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
Bank of America
Bank of America
North Carolina
$73.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMF
226
Counterpoint Mutual Funds
California
$104K +$104K +1,236 New
Lazard Asset Management
227
Lazard Asset Management
New York
$91K -$1.26K -15 -1%
GRP
228
Global Retirement Partners
California
$90K – – –
EBA
229
Eagle Bay Advisors
New York
$83.8K +$676 +8 +0.8%
HIIFS
230
Harel Insurance Investments & Financial Services
Israel
$82K +$2.38K +28 +3%
CI Investments Inc
231
CI Investments Inc
Ontario, Canada
$82K +$5.92K +70 +8%
PA
232
Parallel Advisors
California
$75.4K -$2.2K -26 -3%
Citadel Advisors
233
Citadel Advisors
Florida
$72K -$7.17M -84,897 -99%
HFM
234
Harvest Fund Management
China
$66K – – –
C
235
Covestor
United Kingdom
$57K -$29.9K -353 -34%
ME
236
McIlrath & Eck
Washington
$53.3K – – –
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$47.5K -$14K -166 -23%
HCA
238
Harbor Capital Advisors
Illinois
$46.5K +$46.5K +550 New
QCG
239
Quadrant Capital Group
Ohio
$46.4K +$7.52K +89 +19%
KI
240
Kapitalo Investimentos
Brazil
$44.1K -$264K -3,121 -86%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$40K -$19.7K -236 -33%
JWA
242
JFS Wealth Advisors
Pennsylvania
$37.9K +$85 +1 +0.2%
AIM
243
Anchor Investment Management
South Carolina
$32.5K -$9.72K -115 -23%
PFBT
244
Parkside Financial Bank & Trust
Missouri
$30.3K +$676 +8 +2%
FFA
245
Farther Finance Advisors
California
$29.8K +$12.4K +147 +72%
HPC
246
HM Payson & Co
Maine
$29.4K -$161K -1,900 -85%
Nomura Asset Management
247
Nomura Asset Management
Japan
$25.4K – – –
SWM
248
Spire Wealth Management
Virginia
$22.8K +$254 +3 +1%
PTC
249
Private Trust Company
Ohio
$21.2K -$2.11K -25 -9%
SPIA
250
Steward Partners Investment Advisory
New York
$20.7K – – –
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