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353 hedge funds and large institutions have $4.26B invested in Maximus in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 135 increasing their positions, 116 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

27% more call options, than puts

Call options by funds: $732K | Put options by funds: $575K

16% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 116

2.57% less ownership

Funds ownership: 97.28%94.71% (-2.6%)

5% less funds holding

Funds holding: 371353 (-18)

17% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 78

22% less capital invested

Capital invested by funds: $5.45B → $4.26B (-$1.19B)

Holders
353
Holders Change
-18
Holders Change %
-4.85%
% of All Funds
4.65%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
65
Increased
135
Reduced
116
Closed
78
Calls
$732K
Puts
$575K
Net Calls
+$157K
Net Calls Change
+$45K
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
226
Zacks Investment Management
Illinois
$329K +$360K +4,407 New
GLR
227
Great Lakes Retirement
Ohio
$323K -$18.3K -224 -5%
Cetera Investment Advisers
228
Cetera Investment Advisers
Illinois
$319K -$366K -4,491 -51%
RAM
229
Resona Asset Management
Japan
$300K -$186K -2,283 -36%
VPIM
230
Vanguard Personalized Indexing Management
California
$298K -$30.1K -369 -8%
Osaic Holdings
231
Osaic Holdings
Arizona
$292K +$30.2K +370 +10%
HT
232
Headlands Technologies
Illinois
$290K +$317K +3,885 New
CGH
233
Crossmark Global Holdings
Texas
$290K -$22K -270 -7%
Focus Partners Wealth
234
Focus Partners Wealth
Massachusetts
$289K +$315K +3,866 New
SO
235
STRS Ohio
Ohio
$276K -$196K -2,400 -39%
HighTower Advisors
236
HighTower Advisors
Illinois
$276K +$6.61K +81 +2%
CAPTRUST Financial Advisors
237
CAPTRUST Financial Advisors
North Carolina
$276K +$302K +3,697 New
Los Angeles Capital Management
238
Los Angeles Capital Management
California
$275K -$1M -12,285 -77%
AC
239
Aristides Capital
Kentucky
$274K +$97.7K +1,197 +48%
IQI
240
Integrated Quantitative Investments
Washington
$271K +$296K +3,630 New
GCP
241
GSA Capital Partners
United Kingdom
$265K +$290K +3,552 New
VFP
242
Verus Financial Partners
Virginia
$264K -$131K -1,607 -32%
TWPM
243
Total Wealth Planning & Management
Florida
$259K +$283K +3,471 New
EWA
244
EP Wealth Advisors
California
$253K +$40.4K +495 +17%
PA
245
PharVision Advisers
Florida
$252K +$276K +3,378 New
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$246K -$171K -2,095 -39%
Wealth Enhancement Advisory Services
247
Wealth Enhancement Advisory Services
Minnesota
$243K +$5.3K +65 +2%
WIA
248
Wealthedge Investment Advisors
New York
$222K +$243K +2,980 New
KBC Group
249
KBC Group
Belgium
$217K +$104K +1,274 +78%
AF
250
Avanza Fonder
Sweden
$217K +$237K +2,906 New

MMS Hedge Fund Activity: Q4 2024 in Review

353 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q4 2024, worth a combined $4.26B — down 22% from $5.45B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of MMS and 65 opened new positions — a net loss of 13 holders — while 116 trimmed existing stakes and 135 added.

The largest buyer was SG Capital Management, opening a new position worth an estimated $33.1M. The largest seller was BlackRock, cutting an estimated $95.6M.

  • 353 institutional investors held Maximus (MMS) as of Q4 2024, down from 371 in Q3 2024.
  • Funds reported $4.26B of Maximus stock for Q4 2024, down 22% quarter-over-quarter.
  • 65 funds opened new Maximus positions in Q4 2024 and 78 closed out, a net change of -13 holders.
  • The largest Maximus buyer in Q4 2024 was SG Capital Management, an estimated $33.1M added.
  • The largest Maximus seller in Q4 2024 was BlackRock, an estimated $95.6M sold.

Based on aggregated 13F filings for Q4 2024.