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307 hedge funds and large institutions have $3.67B invested in Maximus in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 119 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $2.65M | Put options by funds: $1.41M

2.81% more ownership

Funds ownership: 96.09%98.9% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 119

5% less funds holding

Funds holding: 322307 (-15)

20% less capital invested

Capital invested by funds: $4.57B → $3.67B (-$895M)

22% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 54

Holders
307
Holders Change
-15
Holders Change %
-4.66%
% of All Funds
6.77%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
42
Increased
115
Reduced
119
Closed
54
Calls
$2.65M
Puts
$1.41M
Net Calls
+$1.24M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
276
Valeo Financial Advisors
Indiana
$27K +$28.5K +420 New
ASN
277
Advisory Services Network
Georgia
$26K -$9.37K -138 -24%
CFG
278
Citizens Financial Group
Rhode Island
$24K +$27.5K +405 New
VAIA
279
Virtus Alternative Investment Advisers
Connecticut
$23K +$18.4K +271 +228%
JWA
280
JFS Wealth Advisors
Pennsylvania
$22K +$68 +1 +0.3%
S
281
SignatureFD
Georgia
$19K -$47.1K -694 -68%
FHA
282
First Horizon Advisors
Tennessee
$18K +$68 +1 +0.3%
Lazard Asset Management
283
Lazard Asset Management
New York
$18K +$20K +295 +1,283%
PCG
284
Private Capital Group
Connecticut
$14K +$16.1K +237 New
SPIA
285
Steward Partners Investment Advisory
New York
$11K
Rockefeller Capital Management
286
Rockefeller Capital Management
New York
$11K +$12.5K +184 New
CIA
287
CSat Investment Advisory
Michigan
$10K +$2.31K +34 +25%
HFA
288
HC Financial Advisors
California
$10K +$11.3K +166 New
CAW
289
Cornerstone Advisors (Washington)
Washington
$9K +$10.3K +151 New
PA
290
Procyon Advisors
Connecticut
$8K -$1.76K -26 -17%
CFGS
291
Concourse Financial Group Securities
Alabama
$8K +$9.85K +145 New
GAM
292
Gemmer Asset Management
California
$6K
TL
293
TrueWealth LLC
Georgia
$6K
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$6K +$272 +4 +4%
QCG
295
Quadrant Capital Group
Ohio
$5K +$1.7K +25 +49%
IA
296
IFP Advisors
Florida
$5K +$6.25K +92 New
FHA
297
Flagship Harbor Advisors
Massachusetts
$4K
SFS
298
Sowell Financial Services
Arkansas
$4K +$4.75K +70 New
TPCW
299
TD Private Client Wealth
New York
$3.08K +$407 +6 +13%
HNB
300
Huntington National Bank
Ohio
$3K

MMS Hedge Fund Activity: Q1 2020 in Review

307 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q1 2020, worth a combined $3.67B — down 20% from $4.57B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of MMS and 42 opened new positions — a net loss of 12 holders — while 119 trimmed existing stakes and 115 added.

The largest buyer was Victory Capital Management, adding an estimated $301M. The largest seller was Fidelity International, exiting entirely with an estimated $48.5M sold.

  • 307 institutional investors held Maximus (MMS) as of Q1 2020, down from 322 in Q4 2019.
  • Funds reported $3.67B of Maximus stock for Q1 2020, down 20% quarter-over-quarter.
  • 42 funds opened new Maximus positions in Q1 2020 and 54 closed out, a net change of -12 holders.
  • The largest Maximus buyer in Q1 2020 was Victory Capital Management, an estimated $301M added.
  • The largest Maximus seller in Q1 2020 was Fidelity International, an estimated $48.5M sold.

Based on aggregated 13F filings for Q1 2020.