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Maximus
MMS

272 hedge funds and large institutions have $3.99B invested in Maximus in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 101 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

29% more call options, than puts

Call options by funds: $1.78M | Put options by funds: $1.38M

13% more capital invested

Capital invested by funds: $3.54B → $3.99B (+$457M)

3% more funds holding

Funds holding: 264 → 272 (+8)

1.28% more ownership

Funds ownership: 97.89% → 99.17% (+1.3%)

8% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 101

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
6.77%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
37
Increased
109
Reduced
101
Closed
23
Calls
$1.78M
Puts
$1.38M
Net Calls
+$400K
Net Calls Change
-$281K

Top Buyers

1
BlackRock
BlackRock
New York
+$381M
2
ClearBridge Investments
ClearBridge Investments
New York
+$39M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$33.3M
4
CWAM
Columbia Wanger Asset Management
Illinois
+$24.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$24.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$33.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$31.1M
3
UBS AM
UBS AM
Illinois
-$25.3M
4
BAMCO Inc
BAMCO Inc
New York
-$22.4M
5
PCM
Peregrine Capital Management
Minnesota
-$16.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
251
Anchor Investment Management
South Carolina
$16.5K – – –
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$15K -$31.9K -542 -69%
FPFS
253
First Personal Financial Services
North Carolina
$14K -$1.71K -29 -12%
WCBA
254
Weaver C. Barksdale & Associates
Tennessee
$13K -$2.41K -41 -16%
GRP
255
Global Retirement Partners
California
$12K – – –
TCM
256
Tradewinds Capital Management
Washington
$12K +$11.5K +196 New
AIL
257
AGF Investments LLC
Ontario, Canada
$10K -$1.29K -22 -13%
BIG
258
Bellwether Investment Group
Tennessee
$10K -$294 -5 -3%
QCG
259
Quadrant Capital Group
Ohio
$10K – – –
GS
260
GAM Systematic
United Kingdom
$10K +$9.4K +160 New
CFA
261
Carroll Financial Associates
North Carolina
$7K -$294 -5 -4%
GAM
262
Gemmer Asset Management
California
$7K – – –
Bessemer Group
263
Bessemer Group
New Jersey
$6K -$1.47K -25 -20%
M
264
MOTCO
Texas
$6K +$5.29K +90 New
PHK
265
Point72 Hong Kong
Hong Kong
$6K +$5.41K +92 New
VCM
266
Versant Capital Management
Arizona
$5K -$529 -9 -9%
LNB
267
Ledyard National Bank
$4K – – –
IA
268
IFP Advisors
Florida
$3K -$1.18K -20 -26%
NYLT
269
New York Life Trust
New York
$3K +$3.12K +53 New
MAM
270
Meeder Asset Management
Ohio
$2K +$1.88K +32 New
AP
271
Advisors Preferred
Maryland
$261 +$247K +4,201 New
PCM
272
Peregrine Capital Management
Minnesota
– -$16.9M -303,606 Closed
Millennium Management
273
Millennium Management
New York
– -$9.64M -172,836 Closed
Susquehanna International Group
274
Susquehanna International Group
Pennsylvania
– -$5.88M -100,009 Closed
SLG
275
Stanley-Laman Group
Pennsylvania
– -$2.32M -41,559 Closed
8 9 10
11
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MMS Hedge Fund Activity: Q1 2017 in Review

272 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q1 2017, worth a combined $3.99B — up 13% from $3.54B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MMS positions and 23 closed out — a net gain of 14 holders — while 109 added to existing stakes and 101 trimmed.

The largest buyer was BlackRock, adding an estimated $381M. The largest seller was Goldman Sachs, cutting an estimated $33.8M.

  • 272 institutional investors held Maximus (MMS) as of Q1 2017, up from 264 in Q4 2016.
  • Funds reported $3.99B of Maximus stock for Q1 2017, up 13% quarter-over-quarter.
  • 37 funds opened new Maximus positions in Q1 2017 and 23 closed out, a net change of +14 holders.
  • The largest Maximus buyer in Q1 2017 was BlackRock, an estimated $381M added.
  • The largest Maximus seller in Q1 2017 was Goldman Sachs, an estimated $33.8M sold.

Based on aggregated 13F filings for Q1 2017.