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Maximus
MMS

Overview Fund Activity

350 hedge funds and large institutions have $4.93B invested in Maximus in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 133 increasing their positions, 102 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+6
Holders Change %
+1.74%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
57
Increased
133
Reduced
102
Closed
49
Calls
$319K
Puts
$117K
Net Calls
+$202K
Net Calls Change
+$396K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$58M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$26.8M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$15.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$12.2M
5
CSS
Cubist Systematic Strategies
Connecticut
+$12.1M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$66.4M
2
Victory Capital Management
Victory Capital Management
Texas
-$61.4M
3
ClearBridge Investments
ClearBridge Investments
New York
-$46.7M
4
VNIM
Vaughan Nelson Investment Management
Texas
-$45.1M
5
Morgan Stanley
Morgan Stanley
New York
-$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
326
Huntington National Bank
Ohio
$2.6K +$2.6K +31 New
SC
327
SouthState Corp
Florida
$2.43K +$2.43K +29 New
FMII
328
Farmers & Merchants Investments Inc
Nebraska
$2.01K – – –
IA
329
IFP Advisors
Florida
$1.93K +$587 +7 +44%
DJSG
330
D.J. St. Germain
Massachusetts
$1.76K – – –
SS
331
Sunbelt Securities
Texas
$1.68K – – –
HI
332
Harbour Investments
Wisconsin
$1.59K -$2.1K -25 -57%
SIC
333
SJS Investment Consulting
Ohio
$1.43K – – –
UB
334
UMB Bank
Missouri
$1.43K +$1.43K +17 New
MG
335
Mather Group
Illinois
$1.43K +$1.43K +17 New
MA
336
Montag & Associates
Georgia
$1.09K +$1.09K +13 New
DPW
337
DiNuzzo Private Wealth
Pennsylvania
$1.01K +$168 +2 +20%
Lazard Asset Management
338
Lazard Asset Management
New York
$1K +$1K +21 New
GWM
339
Geneos Wealth Management
Colorado
$839 – – –
SAM
340
Smartleaf Asset Management
Massachusetts
$834 – – –
PWMG
341
Prestige Wealth Management Group
New Jersey
$756 – – –
AIC
342
Archer Investment Corporation
Indiana
$755 – – –
CWC
343
Carolinas Wealth Consulting
North Carolina
$711 +$711 +8 New
AssetMark Inc
344
AssetMark Inc
California
$578 +$578 +7 New
RIL
345
Rothschild Investment LLC
Illinois
$420 +$420 +5 New
NA
346
NewEdge Advisors
Louisiana
$336 -$2.27K -27 -87%
BGAI
347
Bruce G. Allen Investments
Colorado
$252 – – –
VCM
348
Versant Capital Management
Arizona
$168 – – –
CPG
349
Cornerstone Planning Group
New Jersey
$83 – – –
FGAM
350
Financial Gravity Asset Management
Texas
$15 – – –
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14
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