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Maximus
MMS

344 hedge funds and large institutions have $5B invested in Maximus in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 102 increasing their positions, 128 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

12% more capital invested

Capital invested by funds: $4.47B → $5B (+$528M)

7% more funds holding

Funds holding: 322 → 344 (+22)

0.68% less ownership

Funds ownership: 98.43% → 97.75% (-0.68%)

6% less call options, than puts

Call options by funds: $2.86M | Put options by funds: $3.05M

20% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 128

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
344
Holders Change
+22
Holders Change %
+6.83%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
63
Increased
102
Reduced
128
Closed
34
Calls
$2.86M
Puts
$3.05M
Net Calls
-$194K
Net Calls Change
+$2.09M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.3M
2
Morgan Stanley
Morgan Stanley
New York
+$34.2M
3
BlackRock
BlackRock
New York
+$30.8M
4
Ameriprise
Ameriprise
Minnesota
+$29.9M
5
Norges Bank
Norges Bank
Norway
+$16.1M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$37.8M
2
Victory Capital Management
Victory Capital Management
Texas
-$33.1M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$21M
4
BBCM
Broad Bay Capital Management
New York
-$18.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$18.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
226
Stephens Inc
Arkansas
$331K -$22.8K -286 -7%
TI
227
Tidal Investments
Wisconsin
$316K +$17.9K +224 +6%
MLICM
228
Metropolitan Life Insurance Company (MetLife)
New York
$294K – – –
CCIA
229
Campbell & Co Investment Adviser
Maryland
$292K -$808K -10,133 -74%
HF
230
HRT Financial
New York
$287K -$1.1M -13,842 -80%
BC
231
Bridgefront Capital
Texas
$285K -$46.3K -580 -15%
MYIA
232
Mount Yale Investment Advisors
Colorado
$284K -$9.01K -113 -3%
PA
233
Profund Advisors
Maryland
$283K +$35.3K +443 +15%
DWM
234
Dakota Wealth Management
Florida
$268K – – –
VF
235
Virtu Financial
New York
$260K +$18.9K +237 +8%
Wealth Enhancement Advisory Services
236
Wealth Enhancement Advisory Services
Minnesota
$258K -$2.79K -35 -1%
NRD
237
Nebula Research & Development
New York
$246K -$48K -602 -17%
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$245K +$233K +2,923 New
SOW
239
State of Wyoming
Wyoming
$236K +$39K +489 +21%
SG Americas Securities
240
SG Americas Securities
New York
$231K -$2.2M -27,536 -91%
SCM
241
Shelton Capital Management
Colorado
$220K -$15.7K -197 -7%
TSS
242
Two Sigma Securities
New York
$217K +$206K +2,583 New
CCM
243
Coldstream Capital Management
Washington
$210K +$199K +2,500 New
OTL
244
Oak Thistle LLC
New York
$207K +$197K +2,472 New
SAM
245
Shell Asset Management
Netherlands
$207K -$59.4K -744 -23%
CIM
246
CIM Investment Management
Pennsylvania
$202K +$192K +2,403 New
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$166K -$10.8K -135 -6%
LFG
248
Larson Financial Group
Missouri
$150K – – –
EC
249
EntryPoint Capital
New York
$142K +$135K +1,691 New
TPCW
250
TD Private Client Wealth
New York
$115K +$479 +6 +0.4%
8 9
10
11 12

MMS Hedge Fund Activity: Q4 2023 in Review

344 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q4 2023, worth a combined $5B — up 12% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MMS positions and 34 closed out — a net gain of 29 holders — while 102 added to existing stakes and 128 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $44.3M. The largest seller was Point72 Asset Management, cutting an estimated $37.8M.

  • 344 institutional investors held Maximus (MMS) as of Q4 2023, up from 322 in Q3 2023.
  • Funds reported $5B of Maximus stock for Q4 2023, up 12% quarter-over-quarter.
  • 63 funds opened new Maximus positions in Q4 2023 and 34 closed out, a net change of +29 holders.
  • The largest Maximus buyer in Q4 2023 was Fidelity Investments, an estimated $44.3M added.
  • The largest Maximus seller in Q4 2023 was Point72 Asset Management, an estimated $37.8M sold.

Based on aggregated 13F filings for Q4 2023.