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Maximus
MMS

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: 2 → 3 (+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: 354 → 371 (+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

Top Buyers

1
BlackRock
BlackRock
New York
+$90.1M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$57.7M
3
Goldman Sachs
Goldman Sachs
New York
+$40.8M
4
Millennium Management
Millennium Management
New York
+$18.5M
5
Two Sigma Investments
Two Sigma Investments
New York
+$15.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$195M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$69.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$26.3M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$24.9M
5
OAM
Ophir Asset Management
Australia
-$18.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
326
Principal Securities
Iowa
$7.83K +$715 +8 +11%
SAM
327
Smartleaf Asset Management
Massachusetts
$7.69K +$3.4K +38 +84%
JIP
328
Jaffetilchin Investment Partners
Florida
$7.32K +$7.06K +79 New
BIA
329
Bell Investment Advisors
California
$7.27K – – –
LOIP
330
Live Oak Investment Partners
Texas
$6.52K – – –
SCM
331
Sterling Capital Management
North Carolina
$5.78K +$5.54K +62 New
GWM
332
Geneos Wealth Management
Colorado
$5.68K +$4.56K +51 +510%
QC
333
Quent Capital
New York
$5.31K – – –
ST
334
Smithfield Trust
Pennsylvania
$5K – – –
AGWCA
335
Annis Gardner Whiting Capital Advisors
Florida
$4.94K – – –
TWD
336
True Wealth Design
Ohio
$4.84K +$4.65K +52 New
MG
337
Mather Group
Illinois
$4.44K +$4.11K +46 +2,300%
LFA
338
LGT Financial Advisors
Texas
$4.29K – – –
Mitsubishi UFJ Asset Management
339
Mitsubishi UFJ Asset Management
Japan
$3.82K – – –
Kayne Anderson Rudnick Investment Management
340
Kayne Anderson Rudnick Investment Management
California
$3.73K – – –
FWM
341
FSA Wealth Management
Massachusetts
$3.63K +$3.49K +39 New
BF
342
BOK Financial
Oklahoma
$3.55K +$3.49K +39 New
GJWM
343
Gilliland Jeter Wealth Management
Arkansas
$3.17K – – –
PG
344
Proffitt & Goodson
Tennessee
$2.79K +$2.68K +30 New
PWMG
345
Private Wealth Management Group
New Jersey
$2.33K – – –
FMII
346
Farmers & Merchants Investments Inc
Nebraska
$2.24K – – –
CPA
347
Capital Performance Advisors
California
$2.05K +$1.97K +22 New
TFGT
348
TS Financial Group (TSFG)
Illinois
$2K -$2.23K -25 -50%
HBW
349
Hazlett, Burt & Watson
West Virginia
$2K +$1.7K +19 New
HWM
350
Hemington Wealth Management
Virginia
$2K +$2.32K +26 New
12 13
14
15 16

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.