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Maximus
MMS

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: 3 → 4 (+1)

9% more funds holding

Funds holding: 219 → 238 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$77.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.9M
3
BFA
BlackRock Fund Advisors
California
+$11.1M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$10M
5
Two Sigma Investments
Two Sigma Investments
New York
+$9.18M

Top Sellers

Rank Fund Capital Flow
1
RP
Riverbridge Partners
Minnesota
-$42.7M
2
DCM
Daruma Capital Management
New York
-$38.6M
3
Ameriprise
Ameriprise
Minnesota
-$31M
4
BIT
BlackRock Institutional Trust
California
-$22.2M
5
RA
Royce & Associates
New York
-$18M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
101
BlackRock
New York
$3.52M -$1.36M -27,949 -30%
NFA
102
Nationwide Fund Advisors
Ohio
$3.4M +$23K +474 +0.8%
TAM
103
THB Asset Management
Connecticut
$3.33M -$3.56M -73,166 -55%
TPSF
104
Texas Permanent School Fund
Texas
$3.25M -$71K -1,461 -2%
PI
105
Placemark Investments
Illinois
$3.19M -$738K -15,177 -21%
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$2.91M – – –
AWCI
107
Alpine Woods Capital Investors
New York
$2.91M -$4.86K -100 -0.2%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$2.87M -$301K -6,200 -11%
MLICM
109
Metropolitan Life Insurance Company (MetLife)
New York
$2.83M +$39.2K +806 +2%
AIG
110
American International Group
New York
$2.8M -$53.6K -1,103 -2%
WCM
111
Washington Capital Management
Washington
$2.69M – – –
SGAM
112
Smith Group Asset Management
Texas
$2.59M -$234K -4,810 -9%
ASRS
113
Arizona State Retirement System
Arizona
$2.52M -$24.3K -500 -1%
EI
114
EAM Investors
California
$2.51M +$2.23M +45,791 New
VOYA Investment Management
115
VOYA Investment Management
Georgia
$2.5M -$298K -6,127 -12%
Macquarie Group
116
Macquarie Group
Australia
$2.3M +$188K +3,861 +10%
UFF
117
USA Financial Formulas
Michigan
$2.2M +$1.95M +40,059 New
OAM
118
Oberweis Asset Management
Illinois
$2.15M -$97.2K -2,000 -5%
Citigroup
119
Citigroup
New York
$2.12M +$1.08M +22,142 +135%
BA
120
BlackRock Advisors
Delaware
$1.98M -$1.26M -25,902 -42%
AIC
121
Aurora Investment Counsel
Georgia
$1.98M +$72.3K +1,488 +4%
Jacobs Levy Equity Management
122
Jacobs Levy Equity Management
New Jersey
$1.97M -$2.36M -48,480 -57%
CAM
123
Capstone Asset Management
Texas
$1.87M -$201K -4,140 -11%
AP
124
AHL Partners
United Kingdom
$1.78M +$1.58M +32,415 New
EVM
125
Eaton Vance Management
Massachusetts
$1.77M -$18.8K -386 -1%
3 4
5
6 7

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.