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319 hedge funds and large institutions have $3.78B invested in Maximus in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 117 increasing their positions, 120 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $1.27M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 120

2% less funds holding

Funds holding: 327319 (-8)

2.63% less ownership

Funds ownership: 96.11%93.48% (-2.6%)

9% less capital invested

Capital invested by funds: $4.18B → $3.78B (-$394M)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

Holders
319
Holders Change
-8
Holders Change %
-2.45%
% of All Funds
7.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
117
Reduced
120
Closed
38
Calls
$1.57M
Puts
$1.27M
Net Calls
+$300K
Net Calls Change
-$650K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$9K
WAP
302
Wealthcare Advisory Partners
Pennsylvania
$9K
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$9K +$9.85K +152 New
FIA
304
FNY Investment Advisers
New York
$9K +$10.4K +160 New
CFA
305
Carroll Financial Associates
North Carolina
$7K
GAM
306
Gemmer Asset Management
California
$7K
FHA
307
Flagship Harbor Advisors
Massachusetts
$7K +$7.65K +118 New
TL
308
TrueWealth LLC
Georgia
$6K
VCM
309
Versant Capital Management
Arizona
$5K
PCG
310
Private Capital Group
Connecticut
$4K
AW
311
Alpha Windward
Massachusetts
$3K +$2.98K +46 New
QCG
312
Quadrant Capital Group
Ohio
$2K -$7.2K -111 -69%
IA
313
IFP Advisors
Florida
$2K
PGWM
314
Parisi Gray Wealth Management
New Jersey
$2K
S
315
SignatureFD
Georgia
$1K -$5.9K -91 -86%
ASN
316
Advisory Services Network
Georgia
$1K
VFA
317
Valeo Financial Advisors
Indiana
$1K
TFS
318
TrustCore Financial Services
Tennessee
$1K +$1.23K +19 New
AIL
319
AGF Investments LLC
Ontario, Canada
$17 +$8.81K +136 +100%
ACH
320
ArrowMark Colorado Holdings
Colorado
-$48.7M -730,038 Closed
TCM
321
TimesSquare Capital Management
New York
-$28.3M -423,600 Closed
PI
322
Putnam Investments
Massachusetts
-$2.5M -37,420 Closed
ERSOT
323
Employees Retirement System of Texas
Texas
-$2.07M -31,000 Closed
WI
324
WBI Investments
New Jersey
-$1.89M -28,295 Closed
QIM
325
Quantitative Investment Management
Virginia
-$1.79M -26,900 Closed

MMS Hedge Fund Activity: Q2 2018 in Review

319 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q2 2018, worth a combined $3.78B — down 9.4% from $4.18B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of MMS and 34 opened new positions — a net loss of 4 holders — while 120 trimmed existing stakes and 117 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $78.7M. The largest seller was Fidelity Investments, cutting an estimated $143M.

  • 319 institutional investors held Maximus (MMS) as of Q2 2018, down from 327 in Q1 2018.
  • Funds reported $3.78B of Maximus stock for Q2 2018, down 9.4% quarter-over-quarter.
  • 34 funds opened new Maximus positions in Q2 2018 and 38 closed out, a net change of -4 holders.
  • The largest Maximus buyer in Q2 2018 was Fidelity International, an estimated $78.7M added.
  • The largest Maximus seller in Q2 2018 was Fidelity Investments, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2018.