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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
Bessemer Group
326
Bessemer Group
New Jersey
$3K -$14.8K -176 -84%
GJWM
327
Gilliland Jeter Wealth Management
Arkansas
$2.91K
RIL
328
Rothschild Investment LLC
Illinois
$2.14K +$1.68K +20 +400%
PWMG
329
Private Wealth Management Group
New Jersey
$2.14K +$2.1K +25 New
HNB
330
Huntington National Bank
Ohio
$2.14K -$504 -6 -19%
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$2.06K
SIC
332
SJS Investment Consulting
Ohio
$1.89K +$420 +5 +29%
DJSG
333
D.J. St. Germain
Massachusetts
$1.8K
SS
334
Sunbelt Securities
Texas
$1.71K
HT
335
Headlands Technologies
Illinois
$1.46K +$1.43K +17 New
IAIM
336
International Assets Investment Management
Florida
$1.46K +$1.43K +17 New
IC
337
Innealta Capital
Texas
$1.46K +$1.43K +17 New
MA
338
Montag & Associates
Georgia
$1.11K
DPW
339
DiNuzzo Private Wealth
Pennsylvania
$1.03K
BEI
340
Benjamin Edwards Inc
Missouri
$1K +$756 +9 New
CAL
341
Capital Analysts LLC
Pennsylvania
$1K +$840 +10 New
GEA
342
Glen Eagle Advisors
New Jersey
$860 +$840 +10 New
GWM
343
Geneos Wealth Management
Colorado
$857
CWC
344
Carolinas Wealth Consulting
North Carolina
$855 +$168 +2 +25%
PWMG
345
Prestige Wealth Management Group
New Jersey
$772
IFAM
346
Institutional & Family Asset Management
Colorado
$771 +$756 +9 New
NA
347
NewEdge Advisors
Louisiana
$343
BGAI
348
Bruce G. Allen Investments
Colorado
$257
AWM
349
Avior Wealth Management
Nebraska
$171 -$5.46K -65 -97%
VCM
350
Versant Capital Management
Arizona
$171