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Maximus

354 hedge funds and large institutions have $5.04B invested in Maximus in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 132 increasing their positions, 117 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

21% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 43

13% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 117

2% more capital invested

Capital invested by funds: $4.93B → $5.04B (+$111M)

1% more funds holding

Funds holding: 351354 (+3)

0.45% more ownership

Funds ownership: 96.28%96.73% (+0.45%)

82% less call options, than puts

Call options by funds: $103K | Put options by funds: $582K

Holders
354
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
52
Increased
132
Reduced
117
Closed
43
Calls
$103K
Puts
$582K
Net Calls
-$479K
Net Calls Change
-$681K
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
301
Tyler-Stone Wealth Management
Ohio
$9.43K
PFBT
302
Parkside Financial Bank & Trust
Missouri
$9.26K
ATPW
303
Ashton Thomas Private Wealth
Arizona
$9K +$8.82K +105 New
AA
304
Ancora Advisors
Ohio
$8.57K
FDCDDQ
305
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.57K
S
306
SignatureFD
Georgia
$8.39K +$336 +4 +4%
PGAM
307
Princeton Global Asset Management
New Jersey
$7.97K
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$7.46K -$168 -2 -2%
KFS
309
Kelly Financial Services
Massachusetts
$7.28K
WB
310
Webster Bank
Connecticut
$7.2K +$7.06K +84 New
BIA
311
Bell Investment Advisors
California
$6.68K
PS
312
Principal Securities
Iowa
$6.51K +$2.02K +24 +46%
LOIP
313
Live Oak Investment Partners
Texas
$6K
BFEC
314
Benjamin F. Edwards & Company
Missouri
$5K
ST
315
Smithfield Trust
Pennsylvania
$5K
QC
316
Quent Capital
New York
$4.88K
AGWCA
317
Annis Gardner Whiting Capital Advisors
Florida
$4.54K
TFGT
318
TS Financial Group (TSFG)
Illinois
$4K
LFA
319
LGT Financial Advisors
Texas
$3.94K
SAM
320
Smartleaf Asset Management
Massachusetts
$3.94K +$2.94K +35 +350%
FFA
321
Frazier Financial Advisors
Ohio
$3.51K
Mitsubishi UFJ Asset Management
322
Mitsubishi UFJ Asset Management
Japan
$3.51K
Kayne Anderson Rudnick Investment Management
323
Kayne Anderson Rudnick Investment Management
California
$3.43K
JSAM
324
J. Safra Asset Management
New York
$3.26K +$3.19K +38 New
UB
325
UMB Bank
Missouri
$3.08K +$1.6K +19 +112%