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252 hedge funds and large institutions have $4.32B invested in Maximus in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 85 increasing their positions, 106 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 25

65% more call options, than puts

Call options by funds: $728K | Put options by funds: $441K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more capital invested

Capital invested by funds: $3.52B → $4.32B (+$799M)

6% more funds holding

Funds holding: 238252 (+14)

0.95% more ownership

Funds ownership: 97.35%98.31% (+0.95%)

20% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 106

Holders
252
Holders Change
+14
Holders Change %
+5.88%
% of All Funds
6.72%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
42
Increased
85
Reduced
106
Closed
25
Calls
$728K
Puts
$441K
Net Calls
+$287K
Net Calls Change
+$287K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$4.39M +$3.89M +65,428 +21,665%
Morgan Stanley
102
Morgan Stanley
New York
$4.35M -$11M -185,666 -74%
SGAM
103
Smith Group Asset Management
Texas
$4M +$758K +12,760 +27%
TPSF
104
Texas Permanent School Fund
Texas
$3.96M +$1.54K +26 +0%
Comerica Bank
105
Comerica Bank
Texas
$3.91M -$4.17M -70,173 -54%
AWCI
106
Alpine Woods Capital Investors
New York
$3.87M +$297K +5,000 +9%
BlackRock
107
BlackRock
New York
$3.85M -$387K -6,515 -10%
Federated Hermes
108
Federated Hermes
Pennsylvania
$3.84M +$3.23M +54,398 +1,761%
RFC
109
Regions Financial Corp
Alabama
$3.8M -$520K -8,753 -13%
EI
110
EAM Investors
California
$3.8M +$657K +11,067 +24%
First Trust Advisors
111
First Trust Advisors
Illinois
$3.66M +$1.74M +29,215 +114%
Jacobs Levy Equity Management
112
Jacobs Levy Equity Management
New Jersey
$3.56M +$1.04M +17,515 +49%
QI
113
QS Investors
New York
$3.54M +$3.15M +53,100 New
DADC
114
D.A. Davidson & Co
Montana
$3.5M +$2.57M +43,251 +467%
Bank of America
115
Bank of America
North Carolina
$3.43M -$2.93M -49,266 -49%
JP Morgan Chase
116
JP Morgan Chase
New York
$3.41M +$2.19M +36,800 +258%
Credit Agricole
117
Credit Agricole
France
$3.1M +$2.76M +46,513 New
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$3.07M -$2.76M -46,453 -50%
BA
119
BlackRock Advisors
Delaware
$2.79M +$342K +5,756 +16%
State Board of Administration of Florida Retirement System
120
State Board of Administration of Florida Retirement System
Florida
$2.77M +$905K +15,234 +58%
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$2.76M -$695K -11,700 -22%
UFF
122
USA Financial Formulas
Michigan
$2.72M +$43.5K +733 +2%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$2.61M +$769K +12,956 +50%
AP
124
AHL Partners
United Kingdom
$2.58M +$367K +6,182 +19%
Macquarie Group
125
Macquarie Group
Australia
$2.54M -$229K -3,850 -9%

MMS Hedge Fund Activity: Q1 2015 in Review

252 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q1 2015, worth a combined $4.32B — up 23% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MMS positions and 25 closed out — a net gain of 17 holders — while 85 added to existing stakes and 106 trimmed.

The largest buyer was State Street, adding an estimated $49.5M. The largest seller was Bank of New York Mellon, cutting an estimated $33.9M.

  • 252 institutional investors held Maximus (MMS) as of Q1 2015, up from 238 in Q4 2014.
  • Funds reported $4.32B of Maximus stock for Q1 2015, up 23% quarter-over-quarter.
  • 42 funds opened new Maximus positions in Q1 2015 and 25 closed out, a net change of +17 holders.
  • The largest Maximus buyer in Q1 2015 was State Street, an estimated $49.5M added.
  • The largest Maximus seller in Q1 2015 was Bank of New York Mellon, an estimated $33.9M sold.

Based on aggregated 13F filings for Q1 2015.