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324 hedge funds and large institutions have $5.17B invested in Maximus in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 124 increasing their positions, 120 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $4.25B → $5.17B (+$922M)

11% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 44

3% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 120

1% more funds holding

Funds holding: 321324 (+3)

0.03% more ownership

Funds ownership: 94.62%94.65% (+0.03%)

Holders
324
Holders Change
+3
Holders Change %
+0.93%
% of All Funds
5.69%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
49
Increased
124
Reduced
120
Closed
44
Calls
$6.69M
Puts
Net Calls
+$6.69M
Net Calls Change
+$5.77M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
76
Cambiar Investors
Colorado
$8.68M +$974K +11,909 +14%
First Trust Advisors
77
First Trust Advisors
Illinois
$8.54M +$1.58M +19,368 +25%
William Blair Investment Management
78
William Blair Investment Management
Illinois
$8.31M -$91.4M -1,118,207 -92%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$8.25M -$27.3K -334 -0.4%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$8.13M -$618K -7,563 -8%
RA
81
Royce & Associates
New York
$7.97M -$670K -8,200 -8%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$7.92M -$7.04M -86,061 -49%
WCM Investment Management
83
WCM Investment Management
California
$7.91M -$138K -1,685 -2%
TCM
84
Tygh Capital Management
Oregon
$7.79M +$3.02M +36,923 +73%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$7.71M +$747K +9,131 +12%
Retirement Systems of Alabama
86
Retirement Systems of Alabama
Alabama
$7.14M +$8.91K +109 +0.1%
WSFS
87
Wilmington Savings Fund Society
Delaware
$6.8M -$285K -3,481 -4%
Nordea Investment Management
88
Nordea Investment Management
Sweden
$6.77M -$168K -2,051 -3%
Barclays
89
Barclays
United Kingdom
$6.57M +$2.08M +25,426 +53%
WCF
90
West Coast Financial
California
$6.57M -$8.59K -105 -0.1%
LPL Financial
91
LPL Financial
California
$6.38M +$1.09M +13,313 +23%
Lord, Abbett & Co
92
Lord, Abbett & Co
New Jersey
$6.33M -$31.7M -387,210 -84%
ROC
93
Running Oak Capital
Minnesota
$6.07M +$404K +4,937 +8%
State of Tennessee, Department of Treasury
94
State of Tennessee, Department of Treasury
Tennessee
$5.96M +$1.25M +15,287 +30%
MGWM
95
Marks Group Wealth Management
Minnesota
$5.81M +$158K +1,929 +3%
UBS Group
96
UBS Group
Switzerland
$5.68M +$272K +3,332 +6%
Axa
97
Axa
France
$5.49M +$5.04M +61,700 New
New York State Common Retirement Fund
98
New York State Common Retirement Fund
New York
$4.92M
CS
99
Credit Suisse
Switzerland
$4.9M -$2.42M -29,591 -35%
MIM
100
MetLife Investment Management
New Jersey
$4.81M -$382K -4,667 -8%

MMS Hedge Fund Activity: Q1 2021 in Review

324 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q1 2021, worth a combined $5.17B — up 22% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new MMS positions and 44 closed out — a net gain of 5 holders — while 124 added to existing stakes and 120 trimmed.

The largest buyer was BlackRock, adding an estimated $49.7M. The largest seller was William Blair Investment Management, cutting an estimated $91.4M.

  • 324 institutional investors held Maximus (MMS) as of Q1 2021, up from 321 in Q4 2020.
  • Funds reported $5.17B of Maximus stock for Q1 2021, up 22% quarter-over-quarter.
  • 49 funds opened new Maximus positions in Q1 2021 and 44 closed out, a net change of +5 holders.
  • The largest Maximus buyer in Q1 2021 was BlackRock, an estimated $49.7M added.
  • The largest Maximus seller in Q1 2021 was William Blair Investment Management, an estimated $91.4M sold.

Based on aggregated 13F filings for Q1 2021.