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Maximus

292 hedge funds and large institutions have $3.99B invested in Maximus in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 124 increasing their positions, 100 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

24% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 100

7% more funds holding

Funds holding: 272292 (+20)

0% less capital invested

Capital invested by funds: $3.99B → $3.99B (-$9.1M)

0.98% less ownership

Funds ownership: 99.17%98.19% (-0.98%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

52% less call options, than puts

Call options by funds: $1.75M | Put options by funds: $3.63M

Holders
292
Holders Change
+20
Holders Change %
+7.35%
% of All Funds
7.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
35
Increased
124
Reduced
100
Closed
13
Calls
$1.75M
Puts
$3.63M
Net Calls
-$1.88M
Net Calls Change
-$2.28M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
26
Virtus Fund Advisers
Connecticut
$37.1M +$37.4M +602,175 New
Prudential Financial
27
Prudential Financial
New Jersey
$33.3M +$10.5M +168,520 +46%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$32M +$890K +14,347 +3%
Charles Schwab
29
Charles Schwab
California
$31M +$3.74M +60,320 +14%
RIM
30
Ranger Investment Management
Texas
$30.9M -$6.63M -106,750 -18%
Public Employees Retirement Association of Colorado
31
Public Employees Retirement Association of Colorado
Colorado
$29.8M
Boston Partners
32
Boston Partners
Massachusetts
$28.6M +$941K +15,164 +3%
Ameriprise
33
Ameriprise
Minnesota
$27.6M +$1.74M +28,006 +7%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$23.9M -$4.34M -69,915 -16%
NFA
35
Nationwide Fund Advisors
Ohio
$21.9M -$424K -6,835 -2%
NPIC
36
Neumeier Poma Investment Counsel
California
$20.8M -$4.81M -77,475 -19%
Bank of America
37
Bank of America
North Carolina
$20.1M -$4.31M -69,513 -18%
RHJA
38
Rice Hall James & Associates
California
$19.1M +$3.89M +62,703 +26%
Goldman Sachs
39
Goldman Sachs
New York
$19M -$3.56M -57,283 -16%
Principal Financial Group
40
Principal Financial Group
Iowa
$17.4M +$647K +10,418 +4%
TGA
41
Trilogy Global Advisors
Florida
$17.3M +$17.2M +276,634 New
Deutsche Bank
42
Deutsche Bank
Germany
$16.8M +$2.3M +36,996 +16%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$16.7M -$3.16M -50,897 -16%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$16.2M -$1.3M -21,000 -8%
Invesco
45
Invesco
Georgia
$15.1M +$12.8M +206,860 +592%
Morgan Stanley
46
Morgan Stanley
New York
$14.7M +$1.43M +23,089 +11%
FPC
47
Falcon Point Capital
California
$13.8M -$486K -7,839 -3%
PPA
48
Parametric Portfolio Associates
Washington
$13.5M -$1.96M -31,559 -13%
SAM
49
Sentinel Asset Management
Vermont
$12.8M +$6.62M +106,630 +110%
SIMG
50
Stephens Investment Management Group
Texas
$12M -$80.7K -1,301 -0.7%