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330 hedge funds and large institutions have $4.51B invested in Maximus in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 120 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 27

12% more capital invested

Capital invested by funds: $4.03B → $4.51B (+$484M)

9% more funds holding

Funds holding: 303330 (+27)

0.59% more ownership

Funds ownership: 96.32%96.91% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 120

59% less call options, than puts

Call options by funds: $944K | Put options by funds: $2.29M

Holders
330
Holders Change
+27
Holders Change %
+8.91%
% of All Funds
7.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
55
Increased
109
Reduced
120
Closed
27
Calls
$944K
Puts
$2.29M
Net Calls
-$1.35M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
301
Ropes Wealth Advisors
Massachusetts
$16K
TL
302
TrueWealth LLC
Georgia
$15K +$13.7K +203 New
WCBA
303
Weaver C. Barksdale & Associates
Tennessee
$14K -$673 -10 -5%
TCM
304
Tradewinds Capital Management
Washington
$14K
BBHC
305
Brown Brothers Harriman & Co
New York
$14K +$13.5K +200 New
EWM
306
Evercore Wealth Management
New York
$13K
TC
307
Telemus Capital
Michigan
$13K +$11.9K +176 New
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$11K
CB
309
Community Bank
New York
$11K +$9.9K +147 New
CGI
310
CI Global Investments
California
$11K +$10.1K +150 New
AIL
311
AGF Investments LLC
Ontario, Canada
$10K -$45.5K -676 -83%
WAP
312
Wealthcare Advisory Partners
Pennsylvania
$10K +$9.43K +140 New
WAM
313
Wolverine Asset Management
Illinois
$10K +$10.3K +153 New
CIBC Private Wealth Group
314
CIBC Private Wealth Group
Georgia
$9K +$8.01K +119 New
CFA
315
Carroll Financial Associates
North Carolina
$8K
GAM
316
Gemmer Asset Management
California
$8K
RFM
317
Royal Fund Management
Florida
$8K +$8.15K +121 New
VCM
318
Versant Capital Management
Arizona
$6K
SPI
319
Santori & Peters Inc
Pennsylvania
$6K +$6.46K +96 New
FBT
320
First Bank & Trust
South Dakota
$5K -$29.1K -432 -86%
FMA
321
FNY Managed Accounts
New York
$5K -$16K -237 -75%
LNB
322
Ledyard National Bank
$5K
FGC
323
Financial Gravity Companies
Texas
$4K +$4.17K +62 New
QCG
324
Quadrant Capital Group
Ohio
$3K -$10.5K -156 -75%
VFA
325
Valeo Financial Advisors
Indiana
$3K

MMS Hedge Fund Activity: Q4 2017 in Review

330 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q4 2017, worth a combined $4.51B — up 12% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MMS positions and 27 closed out — a net gain of 28 holders — while 109 added to existing stakes and 120 trimmed.

The largest buyer was Mondrian Investment Partners, opening a new position worth an estimated $48.9M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $21.9M sold.

  • 330 institutional investors held Maximus (MMS) as of Q4 2017, up from 303 in Q3 2017.
  • Funds reported $4.51B of Maximus stock for Q4 2017, up 12% quarter-over-quarter.
  • 55 funds opened new Maximus positions in Q4 2017 and 27 closed out, a net change of +28 holders.
  • The largest Maximus buyer in Q4 2017 was Mondrian Investment Partners, an estimated $48.9M added.
  • The largest Maximus seller in Q4 2017 was Nationwide Fund Advisors, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2017.