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Maximus
MMS

Overview Fund Activity

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
Holders
303
Holders Change
+11
Holders Change %
+3.77%
% of All Funds
7.57%
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
$227M
2
Vanguard Group
Vanguard Group
Pennsylvania
$386M
3
PCP
P2 Capital Partners
New York
$20.1M
4
Charles Schwab
Charles Schwab
California
$44.5M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$74.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$236M
2
GT
Glenmede Trust
Pennsylvania
$757K
3
CWAM
Columbia Wanger Asset Management
Illinois
$12.6M
4
Fidelity International
Fidelity International
Bermuda
$11.1M
5
ORI
Oak Ridge Investments
Illinois
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TDC
276
Thompson Davis & Co
Virginia
$34K +$654 +10 +2%
FBT
277
First Bank & Trust
South Dakota
$33K -$131K -2,002 -80%
GT
278
Greenleaf Trust
Michigan
$33K +$33K +505 New
MAM
279
Meeder Asset Management
Ohio
$30K +$27.9K +435 +1,359%
WA
280
WealthTrust-Arizona
Arizona
$24K – – –
TF
281
Tompkins Financial
New York
$23K – – –
IR
282
Invictus RG
Bermuda
$22K +$15.5K +237 +239%
PA
283
Parallel Advisors
California
$20K +$1.6K +25 +9%
FMA
284
FNY Managed Accounts
New York
$20K +$20K +316 New
RWA
285
Ropes Wealth Advisors
Massachusetts
$15K +$15K +229 New
FHA
286
First Horizon Advisors
Tennessee
$14K – – –
WCBA
287
Weaver C. Barksdale & Associates
Tennessee
$13K – – –
TCM
288
Tradewinds Capital Management
Washington
$13K – – –
EWM
289
Evercore Wealth Management
New York
$12K – – –
QCG
290
Quadrant Capital Group
Ohio
$12K +$1.68K +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 +$138 +2 +4%
LWCFA
297
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2K +25 New
VFA
298
Valeo Financial Advisors
Indiana
$2K +$2K +38 New
AAM
299
Advisors Asset Management
Colorado
$1K -$267K -4,264 -100%
SMG
300
Spectrum Management Group
Indiana
$1K +$1K +12 New
10 11
12
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