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Maximus
MMS

303 hedge funds and large institutions have $4.03B invested in Maximus in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 120 increasing their positions, 93 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $777K

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

29% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 93

4% more funds holding

Funds holding: 292 → 303 (+11)

1% more capital invested

Capital invested by funds: $3.99B → $4.03B (+$44.5M)

1.87% less ownership

Funds ownership: 98.19% → 96.32% (-1.9%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
303
Holders Change
+11
Holders Change %
+3.77%
% of All Funds
7.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
40
Increased
120
Reduced
93
Closed
27
Calls
$1.45M
Puts
$777K
Net Calls
+$675K
Net Calls Change
+$2.55M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$25.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$19.2M
3
PCP
P2 Capital Partners
New York
+$19.1M
4
Charles Schwab
Charles Schwab
California
+$11.9M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$11.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$61.5M
2
GT
Glenmede Trust
Pennsylvania
-$41M
3
CWAM
Columbia Wanger Asset Management
Illinois
-$40.7M
4
Fidelity International
Fidelity International
Bermuda
-$40.6M
5
ORI
Oak Ridge Investments
Illinois
-$35.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
251
HBK Investments
Texas
$219K +$208K +3,393 New
NA
252
Neuburgh Advisers
California
$218K +$26.5K +432 +15%
GHA
253
GW Henssler & Associates
Georgia
$211K – – –
WAM
254
Wealthspire Advisors (Maryland)
Maryland
$210K -$1.04K -17 -0.5%
CG
255
Colony Group
Massachusetts
$201K +$191K +3,115 New
ST
256
Smithfield Trust
Pennsylvania
$181K – – –
AIM
257
Anchor Investment Management
South Carolina
$164K +$3.98K +65 +3%
Zurich Cantonal Bank
258
Zurich Cantonal Bank
Switzerland
$153K – – –
HNB
259
Huntington National Bank
Ohio
$145K +$43K +701 +45%
PCM
260
Prelude Capital Management
New York
$142K +$42.9K +700 +47%
Credit Agricole
261
Credit Agricole
France
$115K – – –
PFBT
262
Parkside Financial Bank & Trust
Missouri
$96K -$1.96K -32 -2%
DZ Bank
263
DZ Bank
Germany
$87K +$82.8K +1,350 New
ASN
264
Advisory Services Network
Georgia
$79K – – –
DSN
265
D. Scott Neal
Kentucky
$77K – – –
Fuller & Thaler Asset Management
266
Fuller & Thaler Asset Management
California
$77K +$24.5K +400 +50%
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$75K – – –
AIL
268
AGF Investments LLC
Ontario, Canada
$53K -$3.06K -50 -6%
QI
269
QS Investors
New York
$52K – – –
AIS
270
AlphaOne Investment Services
Pennsylvania
$50K +$47.2K +770 New
PFGIA
271
Patriot Financial Group Insurance Agency
Massachusetts
$49K – – –
TCM
272
Tributary Capital Management
Nebraska
$44K +$41.4K +675 New
JWA
273
JFS Wealth Advisors
Pennsylvania
$43K +$61 +1 +0.1%
CG
274
Cutler Group
California
$37K +$17K +278 +91%
Loomis, Sayles & Company
275
Loomis, Sayles & Company
Massachusetts
$35K -$9.57M -156,166 -100%
9 10
11
12 13

MMS Hedge Fund Activity: Q3 2017 in Review

303 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q3 2017, worth a combined $4.03B — up 1.1% from $3.99B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MMS positions and 27 closed out — a net gain of 13 holders — while 120 added to existing stakes and 93 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $25.3M. The largest seller was Fidelity Investments, cutting an estimated $61.5M.

  • 303 institutional investors held Maximus (MMS) as of Q3 2017, up from 292 in Q2 2017.
  • Funds reported $4.03B of Maximus stock for Q3 2017, up 1.1% quarter-over-quarter.
  • 40 funds opened new Maximus positions in Q3 2017 and 27 closed out, a net change of +13 holders.
  • The largest Maximus buyer in Q3 2017 was Victory Capital Management, an estimated $25.3M added.
  • The largest Maximus seller in Q3 2017 was Fidelity Investments, an estimated $61.5M sold.

Based on aggregated 13F filings for Q3 2017.