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Maximus
MMS

344 hedge funds and large institutions have $5B invested in Maximus in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 102 increasing their positions, 128 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

12% more capital invested

Capital invested by funds: $4.47B → $5B (+$528M)

7% more funds holding

Funds holding: 322 → 344 (+22)

0.68% less ownership

Funds ownership: 98.43% → 97.75% (-0.68%)

6% less call options, than puts

Call options by funds: $2.86M | Put options by funds: $3.05M

20% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 128

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
344
Holders Change
+22
Holders Change %
+6.83%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
63
Increased
102
Reduced
128
Closed
34
Calls
$2.86M
Puts
$3.05M
Net Calls
-$194K
Net Calls Change
+$2.09M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.3M
2
Morgan Stanley
Morgan Stanley
New York
+$34.2M
3
BlackRock
BlackRock
New York
+$30.8M
4
Ameriprise
Ameriprise
Minnesota
+$29.9M
5
Norges Bank
Norges Bank
Norway
+$16.1M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$37.8M
2
Victory Capital Management
Victory Capital Management
Texas
-$33.1M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$21M
4
BBCM
Broad Bay Capital Management
New York
-$18.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$18.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$9.76M -$54.2K -680 -0.6%
Cerity Partners
52
Cerity Partners
New York
$9.67M -$327K -4,098 -3%
AIG
53
American International Group
New York
$9.38M -$290K -3,640 -3%
RS
54
Robeco Schweiz
Switzerland
$9.18M -$1.79M -22,453 -17%
State of Wisconsin Investment Board
55
State of Wisconsin Investment Board
Wisconsin
$8.68M +$809K +10,143 +11%
Invesco
56
Invesco
Georgia
$8.49M +$9.89K +124 +0.1%
Legal & General Group
57
Legal & General Group
United Kingdom
$7.92M -$39.1K -490 -0.5%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$7.65M -$1.16M -14,487 -14%
Marshall Wace
59
Marshall Wace
United Kingdom
$7.45M +$7.08M +88,801 New
WCF
60
West Coast Financial
California
$7.41M +$550K +6,900 +8%
ACH
61
ArrowMark Colorado Holdings
Colorado
$6.8M +$6.47M +81,147 New
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$6.38M +$18.5K +232 +0.3%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$6.33M -$523K -6,562 -8%
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$6.12M +$3.41M +42,705 +141%
UBS Group
65
UBS Group
Switzerland
$6.1M +$2.19M +27,466 +61%
UBS AM
66
UBS AM
Illinois
$6M +$71.5K +896 +1%
MOACM
67
Mutual of America Capital Management
New York
$5.65M -$265K -3,328 -5%
CS
68
Credit Suisse
Switzerland
$5.48M -$111K -1,396 -2%
MIM
69
MetLife Investment Management
New Jersey
$5.47M -$43K -539 -0.8%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$5.41M -$245K -3,073 -5%
OAM
71
Oberweis Asset Management
Illinois
$5.07M +$415K +5,200 +9%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$4.81M -$2.69M -33,775 -37%
TPSF
73
Texas Permanent School Fund
Texas
$4.4M +$70.7K +886 +2%
Canada Life
74
Canada Life
Manitoba, Canada
$4.39M +$147K +1,839 +4%
RCMC
75
RK Capital Management (Colorado)
Colorado
$4.38M +$4.16M +52,200 New
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3
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MMS Hedge Fund Activity: Q4 2023 in Review

344 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q4 2023, worth a combined $5B — up 12% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MMS positions and 34 closed out — a net gain of 29 holders — while 102 added to existing stakes and 128 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $44.3M. The largest seller was Point72 Asset Management, cutting an estimated $37.8M.

  • 344 institutional investors held Maximus (MMS) as of Q4 2023, up from 322 in Q3 2023.
  • Funds reported $5B of Maximus stock for Q4 2023, up 12% quarter-over-quarter.
  • 63 funds opened new Maximus positions in Q4 2023 and 34 closed out, a net change of +29 holders.
  • The largest Maximus buyer in Q4 2023 was Fidelity Investments, an estimated $44.3M added.
  • The largest Maximus seller in Q4 2023 was Point72 Asset Management, an estimated $37.8M sold.

Based on aggregated 13F filings for Q4 2023.