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Maximus
MMS

222 hedge funds and large institutions have $2.86B invested in Maximus in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 87 increasing their positions, 97 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.66% more ownership

Funds ownership: 97.73% → 98.38% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less capital invested

Capital invested by funds: $2.97B → $2.86B (-$109M)

3% less funds holding

Funds holding: 230 → 222 (-8)

10% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 97

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

Holders
222
Holders Change
-8
Holders Change %
-3.48%
% of All Funds
6.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
22
Increased
87
Reduced
97
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$58M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$23.9M
3
Norges Bank
Norges Bank
Norway
+$16.1M
4
ClearBridge Investments
ClearBridge Investments
New York
+$15.3M
5
JHIU
Janus Henderson Investors US
Colorado
+$14.7M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$40.5M
2
Invesco
Invesco
Georgia
-$20.3M
3
Northern Trust
Northern Trust
Illinois
-$15.9M
4
BIT
BlackRock Institutional Trust
California
-$12.1M
5
Marshall Wace
Marshall Wace
United Kingdom
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
STC
126
SEI Trust Company
Pennsylvania
$1.39M +$150K +3,479 +12%
LSERS
127
Louisiana State Employees Retirement System
Louisiana
$1.35M – – –
PI
128
Putnam Investments
Massachusetts
$1.33M +$2.15K +50 +0.2%
Millennium Management
129
Millennium Management
New York
$1.3M -$9.57M -222,722 -88%
FPC
130
Falcon Point Capital
California
$1.3M +$167K +3,873 +15%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$1.26M +$34.4K +800 +3%
PCP
132
Perimeter Capital Partners
Georgia
$1.22M -$390K -9,081 -24%
TC
133
TFS Capital
Pennsylvania
$1.22M -$2.53M -58,752 -67%
Federated Hermes
134
Federated Hermes
Pennsylvania
$1.2M +$58.1K +1,351 +5%
CCG
135
Chatham Capital Group
Georgia
$1.2M – – –
WFM
136
Wilmington Funds Management
Delaware
$1.13M -$21.5K -500 -2%
RJA
137
Raymond James & Associates
Florida
$1.1M -$174K -4,049 -14%
AQR Capital Management
138
AQR Capital Management
Connecticut
$1.1M -$112K -2,600 -9%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$1.07M +$4.3K +100 +0.4%
TRSOTSOK
140
Teachers Retirement System of the State of Kentucky
Kentucky
$1.07M -$64.5K -1,500 -6%
CSS
141
Cubist Systematic Strategies
Connecticut
$947K +$947K +22,023 New
GAM
142
Gotham Asset Management
New York
$921K +$479K +11,150 +109%
NAM
143
NorthCoast Asset Management
Connecticut
$891K – – –
HighTower Advisors
144
HighTower Advisors
Illinois
$880K +$879K +20,450 New
First Trust Advisors
145
First Trust Advisors
Illinois
$872K +$445K +10,353 +104%
Canada Life
146
Canada Life
Manitoba, Canada
$861K – – –
AL
147
Airain Ltd
Guernsey
$813K +$445K +10,358 +121%
AAM
148
Advisors Asset Management
Colorado
$783K -$134K -3,124 -15%
Royal Bank of Canada
149
Royal Bank of Canada
Ontario, Canada
$776K -$8.13K -189 -1%
KBC Group
150
KBC Group
Belgium
$766K +$45.5K +1,059 +6%
4 5
6
7 8

MMS Hedge Fund Activity: Q2 2014 in Review

222 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q2 2014, worth a combined $2.86B — down 3.7% from $2.97B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of MMS and 22 opened new positions — a net loss of 8 holders — while 97 trimmed existing stakes and 87 added.

The largest buyer was Fidelity Investments, adding an estimated $58M. The largest seller was AllianceBernstein, cutting an estimated $40.5M.

  • 222 institutional investors held Maximus (MMS) as of Q2 2014, down from 230 in Q1 2014.
  • Funds reported $2.86B of Maximus stock for Q2 2014, down 3.7% quarter-over-quarter.
  • 22 funds opened new Maximus positions in Q2 2014 and 30 closed out, a net change of -8 holders.
  • The largest Maximus buyer in Q2 2014 was Fidelity Investments, an estimated $58M added.
  • The largest Maximus seller in Q2 2014 was AllianceBernstein, an estimated $40.5M sold.

Based on aggregated 13F filings for Q2 2014.