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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
TDC
276
Thompson Davis & Co
Virginia
$34K +$613 +10 +2%
FBT
277
First Bank & Trust
South Dakota
$33K -$123K -2,002 -80%
GT
278
Greenleaf Trust
Michigan
$33K +$31K +505 New
MAM
279
Meeder Asset Management
Ohio
$30K +$26.7K +435 +1,359%
WA
280
WealthTrust-Arizona
Arizona
$24K – – –
TF
281
Tompkins Financial
New York
$23K – – –
IR
282
Invictus RG
Bermuda
$22K +$14.5K +237 +239%
PA
283
Parallel Advisors
California
$20K +$1.53K +25 +9%
FMA
284
FNY Managed Accounts
New York
$20K +$19.4K +316 New
RWA
285
Ropes Wealth Advisors
Massachusetts
$15K +$14K +229 New
FHA
286
First Horizon Advisors
Tennessee
$14K – – –
TCM
287
Tradewinds Capital Management
Washington
$13K – – –
WCBA
288
Weaver C. Barksdale & Associates
Tennessee
$13K – – –
EWM
289
Evercore Wealth Management
New York
$12K – – –
QCG
290
Quadrant Capital Group
Ohio
$12K +$1.78K +29 +16%
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
GAM
292
Gemmer Asset Management
California
$8K – – –
CFA
293
Carroll Financial Associates
North Carolina
$7K – – –
VCM
294
Versant Capital Management
Arizona
$6K – – –
LNB
295
Ledyard National Bank
$4K – – –
IA
296
IFP Advisors
Florida
$4K +$123 +2 +4%
LWCFA
297
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$1.53K +25 New
VFA
298
Valeo Financial Advisors
Indiana
$2K +$2.33K +38 New
AAM
299
Advisors Asset Management
Colorado
$1K -$261K -4,264 -100%
SMG
300
Spectrum Management Group
Indiana
$1K +$736 +12 New
10 11
12
13 14

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.