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Maximus

304 hedge funds and large institutions have $5.13B invested in Maximus in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 122 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $870K | Put options by funds: $278K

16% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 32

8% more capital invested

Capital invested by funds: $4.77B → $5.13B (+$361M)

1% more funds holding

Funds holding: 301304 (+3)

0.24% more ownership

Funds ownership: 99.7%99.94% (+0.24%)

24% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 122

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
304
Holders Change
+3
Holders Change %
+1%
% of All Funds
4.77%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
37
Increased
93
Reduced
122
Closed
32
Calls
$870K
Puts
$278K
Net Calls
+$592K
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
VAG
251
VisionPoint Advisory Group
Texas
$19.9K +$19.4K +236 New
RMA
252
Roffman Miller Associates
Pennsylvania
$17.7K +$17.3K +210 New
CT
253
Colonial Trust
South Carolina
$16.9K +$16.4K +200 New
LC
254
Lindbrook Capital
California
$13.8K +$329 +4 +3%
BWA
255
BDO Wealth Advisors
Florida
$13.5K
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$13.4K +$4.52K +55 +53%
NIC
257
Northwest Investment Counselors
Oregon
$10.4K
OIS
258
Okabena Investment Services
Minnesota
$9.72K
Bessemer Group
259
Bessemer Group
New Jersey
$9K +$3.95K +48 +84%
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$8.62K -$7.89K -96 -48%
OC
261
Oakworth Capital
Alabama
$8.54K +$8.31K +101 New
AA
262
Ancora Advisors
Ohio
$8.45K
BFEC
263
Benjamin F. Edwards & Company
Missouri
$8K
PGAM
264
Princeton Global Asset Management
New Jersey
$7.86K
AF
265
Allworth Financial
California
$7.45K
CAL
266
Capital Advisors Ltd
Ohio
$7K
BIA
267
Bell Investment Advisors
California
$6.59K -$493 -6 -7%
LOIP
268
Live Oak Investment Partners
Texas
$5.92K
S
269
SignatureFD
Georgia
$5.83K -$658 -8 -10%
UB
270
UMB Bank
Missouri
$5.24K
CSS
271
Cubist Systematic Strategies
Connecticut
$5.07K -$777K -9,452 -99%
ST
272
Smithfield Trust
Pennsylvania
$5K
QC
273
Quent Capital
New York
$4.82K
RMC
274
Resources Management Corp
Connecticut
$4K -$86.4K -1,050 -95%
TFGT
275
TS Financial Group (TSFG)
Illinois
$4K

MMS Hedge Fund Activity: Q2 2023 in Review

304 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q2 2023, worth a combined $5.13B — up 7.6% from $4.77B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MMS positions and 32 closed out — a net gain of 5 holders — while 93 added to existing stakes and 122 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $165M. The largest seller was Victory Capital Management, cutting an estimated $89M.

  • 304 institutional investors held Maximus (MMS) as of Q2 2023, up from 301 in Q1 2023.
  • Funds reported $5.13B of Maximus stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 37 funds opened new Maximus positions in Q2 2023 and 32 closed out, a net change of +5 holders.
  • The largest Maximus buyer in Q2 2023 was Fidelity Investments, an estimated $165M added.
  • The largest Maximus seller in Q2 2023 was Victory Capital Management, an estimated $89M sold.

Based on aggregated 13F filings for Q2 2023.