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Maximus
MMS

344 hedge funds and large institutions have $5B invested in Maximus in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 102 increasing their positions, 128 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

12% more capital invested

Capital invested by funds: $4.47B → $5B (+$528M)

7% more funds holding

Funds holding: 322 → 344 (+22)

0.68% less ownership

Funds ownership: 98.43% → 97.75% (-0.68%)

6% less call options, than puts

Call options by funds: $2.86M | Put options by funds: $3.05M

20% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 128

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
344
Holders Change
+22
Holders Change %
+6.83%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
63
Increased
102
Reduced
128
Closed
34
Calls
$2.86M
Puts
$3.05M
Net Calls
-$194K
Net Calls Change
+$2.09M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.3M
2
Morgan Stanley
Morgan Stanley
New York
+$34.2M
3
BlackRock
BlackRock
New York
+$30.8M
4
Ameriprise
Ameriprise
Minnesota
+$29.9M
5
Norges Bank
Norges Bank
Norway
+$16.1M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$37.8M
2
Victory Capital Management
Victory Capital Management
Texas
-$33.1M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$21M
4
BBCM
Broad Bay Capital Management
New York
-$18.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$18.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
301
Annis Gardner Whiting Capital Advisors
Florida
$4.45K – – –
HPC
302
HM Payson & Co
Maine
$4.19K -$10.4K -130 -72%
TFGT
303
TS Financial Group (TSFG)
Illinois
$4K – – –
LFA
304
LGT Financial Advisors
Texas
$3.86K – – –
HI
305
Harbour Investments
Wisconsin
$3.69K +$319 +4 +10%
FFA
306
Frazier Financial Advisors
Ohio
$3.44K +$3.27K +41 New
AT
307
Arlington Trust
Alabama
$3.44K +$3.27K +41 New
AF
308
Allworth Financial
California
$3.35K -$798 -10 -20%
CP
309
Castleview Partners
Texas
$3.35K +$3.19K +40 New
Kayne Anderson Rudnick Investment Management
310
Kayne Anderson Rudnick Investment Management
California
$3.35K +$2.47K +31 +388%
First Manhattan
311
First Manhattan
New York
$3.27K +$3.11K +39 New
Mitsubishi UFJ Asset Management
312
Mitsubishi UFJ Asset Management
Japan
$3.17K – – –
WTG
313
West Tower Group
Virginia
$3.1K +$2.95K +37 New
FWM
314
FSA Wealth Management
Massachusetts
$3K +$3.11K +39 New
MSWM
315
McGlone Suttner Wealth Management
Wisconsin
$2.71K +$2.55K +32 New
NA
316
NewEdge Advisors
Louisiana
$2.6K +$2.47K +31 New
RFG
317
RFP Financial Group
Georgia
$2.43K – – –
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$2.01K – – –
BWM
319
Baystate Wealth Management
Massachusetts
$1.99K +$1.83K +23 New
NFSG
320
Newbridge Financial Services Group
Florida
$1.93K – – –
PWMG
321
Private Wealth Management Group
New Jersey
$1.76K +$1.68K +21 New
DJSG
322
D.J. St. Germain
Massachusetts
$1.76K -$12.8K -161 -88%
RA
323
Rise Advisors
New York
$1.7K – – –
SS
324
Sunbelt Securities
Texas
$1.68K -$1.52K -19 -49%
BCMLT
325
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.57K – – –
11 12
13
14 15

MMS Hedge Fund Activity: Q4 2023 in Review

344 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q4 2023, worth a combined $5B — up 12% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MMS positions and 34 closed out — a net gain of 29 holders — while 102 added to existing stakes and 128 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $44.3M. The largest seller was Point72 Asset Management, cutting an estimated $37.8M.

  • 344 institutional investors held Maximus (MMS) as of Q4 2023, up from 322 in Q3 2023.
  • Funds reported $5B of Maximus stock for Q4 2023, up 12% quarter-over-quarter.
  • 63 funds opened new Maximus positions in Q4 2023 and 34 closed out, a net change of +29 holders.
  • The largest Maximus buyer in Q4 2023 was Fidelity Investments, an estimated $44.3M added.
  • The largest Maximus seller in Q4 2023 was Point72 Asset Management, an estimated $37.8M sold.

Based on aggregated 13F filings for Q4 2023.