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321 hedge funds and large institutions have $4.25B invested in Maximus in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $468K

64% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 28

7% more capital invested

Capital invested by funds: $3.96B → $4.25B (+$283M)

6% more funds holding

Funds holding: 304321 (+17)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.16% less ownership

Funds ownership: 94.78%94.62% (-0.16%)

1% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 122

Holders
321
Holders Change
+17
Holders Change %
+5.59%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
46
Increased
121
Reduced
122
Closed
28
Calls
$1.38M
Puts
$468K
Net Calls
+$915K
Net Calls Change
+$354K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
251
World Asset Management
Michigan
$230K -$11.6K -164 -5%
WP
252
WealthShield Partners
North Carolina
$229K +$222K +3,132 New
Macquarie Group
253
Macquarie Group
Australia
$228K
FCBT
254
First Citizens Bank & Trust
North Carolina
$212K +$206K +2,899 New
AAS
255
Avantax Advisory Services
Texas
$206K +$200K +2,814 New
DF
256
Donoghue Forlines
Massachusetts
$201K +$195K +2,744 New
BAM
257
Belpointe Asset Management
Nevada
$198K -$426 -6 -0.2%
AII
258
AGF Investments Inc
Ontario, Canada
$190K -$141K -1,989 -43%
OSAM
259
O'Shaughnessy Asset Management
Connecticut
$178K -$100K -1,410 -37%
MA
260
Montag & Associates
Georgia
$161K +$156K +2,200 New
VHMC
261
Value Holdings Management Company
New York
$146K -$70.9K -1,000 -33%
FF
262
FourThought Financial
Florida
$136K +$132K +1,865 New
PA
263
Parallel Advisors
California
$124K +$7.02K +99 +6%
LFG
264
Larson Financial Group
Missouri
$107K
CI Investments Inc
265
CI Investments Inc
Ontario, Canada
$104K +$55.6K +784 +123%
SPIA
266
Steward Partners Investment Advisory
New York
$104K +$86.8K +1,224 +638%
PHK
267
Point72 Hong Kong
Hong Kong
$101K +$56.7K +799 +136%
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$94K +$10.3K +145 +13%
AIM
269
Anchor Investment Management
South Carolina
$92.2K
S
270
SignatureFD
Georgia
$90K -$11.8K -166 -12%
QT
271
Quantbot Technologies
New York
$80K +$78.3K +1,104 New
PFGIA
272
Patriot Financial Group Insurance Agency
Massachusetts
$71K -$213 -3 -0.3%
RMC
273
Resources Management Corp
Connecticut
$55K -$2.84K -40 -5%
PS
274
Planned Solutions
California
$51K +$49.6K +700 New
JWM
275
Janiczek Wealth Management
Colorado
$50K +$38.1K +537 +373%

MMS Hedge Fund Activity: Q4 2020 in Review

321 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q4 2020, worth a combined $4.25B — up 7.1% from $3.96B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MMS positions and 28 closed out — a net gain of 18 holders — while 121 added to existing stakes and 122 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $36.2M. The largest seller was APG Asset Management, exiting entirely with an estimated $44.9M sold.

  • 321 institutional investors held Maximus (MMS) as of Q4 2020, up from 304 in Q3 2020.
  • Funds reported $4.25B of Maximus stock for Q4 2020, up 7.1% quarter-over-quarter.
  • 46 funds opened new Maximus positions in Q4 2020 and 28 closed out, a net change of +18 holders.
  • The largest Maximus buyer in Q4 2020 was Mackenzie Financial, an estimated $36.2M added.
  • The largest Maximus seller in Q4 2020 was APG Asset Management, an estimated $44.9M sold.

Based on aggregated 13F filings for Q4 2020.