MMS icon

Maximus
MMS

Overview Fund Activity

350 hedge funds and large institutions have $4.93B invested in Maximus in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 133 increasing their positions, 102 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+6
Holders Change %
+1.74%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
57
Increased
133
Reduced
102
Closed
49
Calls
$319K
Puts
$117K
Net Calls
+$202K
Net Calls Change
+$396K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$59M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$26.8M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$83.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$521M
5
CSS
Cubist Systematic Strategies
Connecticut
$12.1M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$105M
2
Victory Capital Management
Victory Capital Management
Texas
$385M
3
ClearBridge Investments
ClearBridge Investments
New York
$0
4
VNIM
Vaughan Nelson Investment Management
Texas
$0
5
Morgan Stanley
Morgan Stanley
New York
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$43K +$15.5K +185 +56%
JWA
277
JFS Wealth Advisors
Pennsylvania
$37.4K +$168 +2 +0.5%
VAG
278
VisionPoint Advisory Group
Texas
$35.2K -$2.35K -28 -6%
AIM
279
Anchor Investment Management
South Carolina
$32.3K – – –
FFA
280
Farther Finance Advisors
California
$28.3K +$2.22K +27 +9%
FIM
281
Fernwood Investment Management
Massachusetts
$27.3K +$27.3K +325 New
RA
282
Rise Advisors
New York
$26K +$24.3K +289 +1,445%
Nomura Asset Management
283
Nomura Asset Management
Japan
$25.2K – – –
SWM
284
Spire Wealth Management
Virginia
$24.1K +$1.76K +21 +8%
HIIFS
285
Harel Insurance Investments & Financial Services
Israel
$23K -$6.68K -81 -23%
SPIA
286
Steward Partners Investment Advisory
New York
$20.6K – – –
Bessemer Group
287
Bessemer Group
New Jersey
$18K +$8.14K +95 +83%
PTC
288
Private Trust Company
Ohio
$17.6K -$3.02K -36 -15%
CT
289
Colonial Trust
South Carolina
$16.8K – – –
CIBC Private Wealth Group
290
CIBC Private Wealth Group
Georgia
$16.5K +$16.5K +200 New
ADL
291
Asset Dedication LLC
California
$15K – – –
LC
292
Lindbrook Capital
California
$11.7K – – –
BTI
293
Blue Trust Inc
Georgia
$10.9K -$2.77K -33 -20%
NIC
294
Northwest Investment Counselors
Oregon
$10.3K +$10.3K +123 New
C
295
Covestor
United Kingdom
$10K -$45.8K -559 -82%
TSWM
296
Tyler-Stone Wealth Management
Ohio
$9.23K – – –
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$9.23K – – –
PFBT
298
Parkside Financial Bank & Trust
Missouri
$9.06K – – –
EWA
299
EverSource Wealth Advisors
Alabama
$8.91K +$8.27K +103 +1,288%
GI
300
GAMMA Investing
California
$8.89K +$2.35K +28 +36%
10 11
12
13 14