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Maximus

238 hedge funds and large institutions have $3.52B invested in Maximus in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 66 increasing their positions, 102 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

34% more capital invested

Capital invested by funds: $2.62B → $3.52B (+$901M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more funds holding

Funds holding: 219238 (+19)

0.23% less ownership

Funds ownership: 97.58%97.35% (-0.23%)

35% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 102

Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
6.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
47
Increased
66
Reduced
102
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$32.9M +$5.53M +113,751 +23%
DIA
27
Denver Investment Advisors
Colorado
$32.7M -$2.34M -48,175 -7%
Wells Fargo
28
Wells Fargo
California
$32.1M -$3.14M -64,557 -10%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$31.1M +$846K +17,400 +3%
RFC
30
Russell Frank Company
Washington
$30.2M +$1.02M +21,055 +4%
Stifel Financial
31
Stifel Financial
Missouri
$30.2M +$5.65M +116,163 +39%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$29M -$35.2K -725 -0.1%
Public Employees Retirement Association of Colorado
33
Public Employees Retirement Association of Colorado
Colorado
$24.1M
SCA
34
Summit Creek Advisors
Minnesota
$23.8M +$1.04M +21,480 +5%
GAM
35
Gotham Asset Management
New York
$23.3M -$7.7M -158,455 -27%
CIP
36
Chartwell Investment Partners
Pennsylvania
$23.1M +$7.53M +154,965 +58%
TCIM
37
TIAA CREF Investment Management
New York
$22.9M +$3.22M +66,177 +19%
TA
38
Teachers Advisors
New York
$22.7M +$5M +102,911 +33%
Principal Financial Group
39
Principal Financial Group
Iowa
$22.6M -$297K -6,115 -1%
RHJA
40
Rice Hall James & Associates
California
$22M -$479K -9,848 -2%
Geode Capital Management
41
Geode Capital Management
Massachusetts
$21.2M +$128K +2,633 +0.7%
Boston Partners
42
Boston Partners
Massachusetts
$20.7M -$638K -13,125 -3%
FAM
43
Fred Alger Management
New York
$20.4M -$6.38M -131,189 -26%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$20.4M -$900K -18,519 -5%
Prudential Financial
45
Prudential Financial
New Jersey
$19.3M +$3.52M +72,400 +26%
MAA
46
Managed Account Advisors
New Jersey
$19M +$1.37M +28,187 +9%
SIMG
47
Stephens Investment Management Group
Texas
$18.5M -$1.07M -21,940 -6%
Fidelity International
48
Fidelity International
Bermuda
$17.9M +$683K +14,056 +4%
NPIC
49
Neumeier Poma Investment Counsel
California
$17.6M +$120K +2,475 +0.8%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$15.3M -$2.93M -60,354 -18%

MMS Hedge Fund Activity: Q4 2014 in Review

238 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q4 2014, worth a combined $3.52B — up 34% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MMS positions and 25 closed out — a net gain of 22 holders — while 66 added to existing stakes and 102 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $77.4M. The largest seller was Riverbridge Partners, cutting an estimated $42.7M.

  • 238 institutional investors held Maximus (MMS) as of Q4 2014, up from 219 in Q3 2014.
  • Funds reported $3.52B of Maximus stock for Q4 2014, up 34% quarter-over-quarter.
  • 47 funds opened new Maximus positions in Q4 2014 and 25 closed out, a net change of +22 holders.
  • The largest Maximus buyer in Q4 2014 was Lord, Abbett & Co, an estimated $77.4M added.
  • The largest Maximus seller in Q4 2014 was Riverbridge Partners, an estimated $42.7M sold.

Based on aggregated 13F filings for Q4 2014.