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Maximus

371 hedge funds and large institutions have $5.45B invested in Maximus in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 146 increasing their positions, 115 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 115

11% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $996K

8% more capital invested

Capital invested by funds: $5.04B → $5.45B (+$413M)

5% more funds holding

Funds holding: 354371 (+17)

0.54% more ownership

Funds ownership: 96.73%97.28% (+0.54%)

Holders
371
Holders Change
+17
Holders Change %
+4.8%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
52
Increased
146
Reduced
115
Closed
33
Calls
$1.11M
Puts
$996K
Net Calls
+$112K
Net Calls Change
+$591K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
301
Whittier Trust
California
$20.3K +$19.5K +218 New
AIM
302
Anchor Investment Management
South Carolina
$18.6K -$8.94K -100 -33%
CIBC Private Wealth Group
303
CIBC Private Wealth Group
Georgia
$18.6K -$1.7K -19 -9%
CT
304
Colonial Trust
South Carolina
$18.6K
UB
305
UMB Bank
Missouri
$18.4K +$14.5K +162 +450%
AAP
306
Arax Advisory Partners
Colorado
$15.2K
CP
307
Castleview Partners
Texas
$15K +$4.38K +49 +44%
CAL
308
Capital Advisors Ltd
Ohio
$15K
EWA
309
EverSource Wealth Advisors
Alabama
$13.8K +$626 +7 +5%
LC
310
Lindbrook Capital
California
$12.9K
NIC
311
Northwest Investment Counselors
Oregon
$11.5K +$11K +123 New
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$10.6K +$2.41K +27 +31%
HNB
313
Huntington National Bank
Ohio
$10.6K +$7.96K +89 +356%
PFBT
314
Parkside Financial Bank & Trust
Missouri
$10.1K
Jones Financial Companies
315
Jones Financial Companies
Missouri
$9.36K +$9.03K +101 New
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$9.32K -$2.59K -29 -22%
AA
317
Ancora Advisors
Ohio
$9.32K
FDCDDQ
318
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.32K
S
319
SignatureFD
Georgia
$8.81K -$268 -3 -3%
PGAM
320
Princeton Global Asset Management
New Jersey
$8.66K
VF
321
VitalStone Financial
Texas
$8.29K +$7.96K +89 New
RIL
322
Rothschild Investment LLC
Illinois
$8.2K +$5.63K +63 +252%
AF
323
Allworth Financial
California
$8.01K -$2.68K -30 -26%
Bessemer Group
324
Bessemer Group
New Jersey
$8K +$5K +56 +165%
WB
325
Webster Bank
Connecticut
$7.83K

MMS Hedge Fund Activity: Q3 2024 in Review

371 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q3 2024, worth a combined $5.45B — up 8.2% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MMS positions and 33 closed out — a net gain of 19 holders — while 146 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $90.1M. The largest seller was Victory Capital Management, cutting an estimated $195M.

  • 371 institutional investors held Maximus (MMS) as of Q3 2024, up from 354 in Q2 2024.
  • Funds reported $5.45B of Maximus stock for Q3 2024, up 8.2% quarter-over-quarter.
  • 52 funds opened new Maximus positions in Q3 2024 and 33 closed out, a net change of +19 holders.
  • The largest Maximus buyer in Q3 2024 was BlackRock, an estimated $90.1M added.
  • The largest Maximus seller in Q3 2024 was Victory Capital Management, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2024.