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324 hedge funds and large institutions have $5.17B invested in Maximus in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 124 increasing their positions, 120 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $4.25B → $5.17B (+$922M)

11% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 44

3% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 120

1% more funds holding

Funds holding: 321324 (+3)

0.03% more ownership

Funds ownership: 94.62%94.65% (+0.03%)

Holders
324
Holders Change
+3
Holders Change %
+0.93%
% of All Funds
5.69%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
49
Increased
124
Reduced
120
Closed
44
Calls
$6.69M
Puts
Net Calls
+$6.69M
Net Calls Change
+$5.77M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
276
Capital Analysts LLC
Pennsylvania
$98K +$89.9K +1,100 New
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$87K -$25.7K -314 -24%
CAPTRUST Financial Advisors
278
CAPTRUST Financial Advisors
North Carolina
$87K +$69.7K +852 +710%
PFGIA
279
Patriot Financial Group Insurance Agency
Massachusetts
$86K +$82 +1 +0.1%
ST
280
Sageworth Trust
Pennsylvania
$78K +$71.8K +878 New
JWM
281
Janiczek Wealth Management
Colorado
$76K +$14.4K +176 +26%
CFGS
282
Concourse Financial Group Securities
Alabama
$74K +$20.1K +246 +42%
RMC
283
Resources Management Corp
Connecticut
$67K
Lazard Asset Management
284
Lazard Asset Management
New York
$60K +$47.3K +579 +591%
FPS
285
Fieldpoint Private Securities
Connecticut
$59K +$18.6K +227 +52%
PFBT
286
Parkside Financial Bank & Trust
Missouri
$48K -$4.25K -52 -9%
BAM
287
Bellevue Asset Management
Washington
$43K
GRP
288
Global Retirement Partners
California
$41K +$3.11K +38 +9%
TPCW
289
TD Private Client Wealth
New York
$36.2K +$27.7K +339 +499%
JWA
290
JFS Wealth Advisors
Pennsylvania
$35K +$82 +1 +0.3%
VanEck Associates
291
VanEck Associates
New York
$33K +$30.3K +370 New
FHA
292
First Horizon Advisors
Tennessee
$28K +$164 +2 +0.6%
Fuller & Thaler Asset Management
293
Fuller & Thaler Asset Management
California
$24K -$2.45K -30 -10%
FHC
294
First Horizon Corporation
Tennessee
$21K +$3.19K +39 +19%
SFS
295
Sowell Financial Services
Arkansas
$20K +$8.01K +98 +85%
ADIM
296
Alpha DNA Investment Management
Maryland
$19K
HFA
297
HC Financial Advisors
California
$15K
BCA
298
Berman Capital Advisors
Georgia
$14K
AIG
299
American International Group
New York
$13K +$52K +636 +0.4%
SC
300
Sierra Capital
Florida
$13K +$12.3K +150 New

MMS Hedge Fund Activity: Q1 2021 in Review

324 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q1 2021, worth a combined $5.17B — up 22% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new MMS positions and 44 closed out — a net gain of 5 holders — while 124 added to existing stakes and 120 trimmed.

The largest buyer was BlackRock, adding an estimated $49.7M. The largest seller was William Blair Investment Management, cutting an estimated $91.4M.

  • 324 institutional investors held Maximus (MMS) as of Q1 2021, up from 321 in Q4 2020.
  • Funds reported $5.17B of Maximus stock for Q1 2021, up 22% quarter-over-quarter.
  • 49 funds opened new Maximus positions in Q1 2021 and 44 closed out, a net change of +5 holders.
  • The largest Maximus buyer in Q1 2021 was BlackRock, an estimated $49.7M added.
  • The largest Maximus seller in Q1 2021 was William Blair Investment Management, an estimated $91.4M sold.

Based on aggregated 13F filings for Q1 2021.