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Maximus

304 hedge funds and large institutions have $5.13B invested in Maximus in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 122 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $870K | Put options by funds: $278K

16% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 32

8% more capital invested

Capital invested by funds: $4.77B → $5.13B (+$361M)

1% more funds holding

Funds holding: 301304 (+3)

0.24% more ownership

Funds ownership: 99.7%99.94% (+0.24%)

24% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 122

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
304
Holders Change
+3
Holders Change %
+1%
% of All Funds
4.77%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
37
Increased
93
Reduced
122
Closed
32
Calls
$870K
Puts
$278K
Net Calls
+$592K
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$37.6M -$1.62M -19,756 -4%
Morgan Stanley
27
Morgan Stanley
New York
$34.7M +$7.37M +89,670 +28%
Goldman Sachs
28
Goldman Sachs
New York
$31.6M -$2.57M -31,202 -8%
OAM
29
Ophir Asset Management
Australia
$31.3M -$3.63M -44,150 -11%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$30.4M +$2.02M +24,571 +7%
SBH
31
Segall Bryant & Hamill
Illinois
$28.6M +$168K +2,045 +0.6%
Public Employees Retirement Association of Colorado
32
Public Employees Retirement Association of Colorado
Colorado
$28.3M
Ameriprise
33
Ameriprise
Minnesota
$27.4M -$7.59M -92,340 -22%
FWIA
34
Fort Washington Investment Advisors
Ohio
$27.2M -$451K -5,487 -2%
BBCM
35
Broad Bay Capital Management
New York
$25.4M +$24.7M +300,000 New
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$23.4M -$238K -2,900 -1%
Point72 Asset Management
37
Point72 Asset Management
Connecticut
$21.2M +$2.24M +27,212 +12%
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$20.9M +$3.11M +37,820 +18%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.6M +$1.38M +16,820 +7%
Principal Financial Group
40
Principal Financial Group
Iowa
$20.3M -$933K -11,340 -5%
WA
41
Watchtower Advisors
Connecticut
$19M
JP Morgan Chase
42
JP Morgan Chase
New York
$17.5M +$705K +8,571 +4%
RP
43
Reinhart Partners
Wisconsin
$17.4M +$171K +2,081 +1%
RHJA
44
Rice Hall James & Associates
California
$17M -$199K -2,416 -1%
PC
45
Pier Capital
Connecticut
$15.2M -$16.4K -199 -0.1%
Fidelity International
46
Fidelity International
Bermuda
$13.7M -$75.1K -913 -0.6%
CI
47
Cambiar Investors
Colorado
$12.5M +$694K +8,434 +6%
Boston Partners
48
Boston Partners
Massachusetts
$11.8M -$418K -5,081 -3%
Swiss National Bank
49
Swiss National Bank
Switzerland
$11.2M +$90.5K +1,100 +0.8%
RS
50
Robeco Schweiz
Switzerland
$11.1M