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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
CI
126
Cambiar Investors
Colorado
$1.77M +$230K +4,741 +17%
SEI Investments
127
SEI Investments
Pennsylvania
$1.75M +$1.55M +31,985 New
PI
128
Putnam Investments
Massachusetts
$1.72M -$8.51K -175 -0.6%
MPAM
129
Monarch Partners Asset Management
Massachusetts
$1.71M -$856K -17,600 -36%
LSERS
130
Louisiana State Employees Retirement System
Louisiana
$1.65M -$34K -700 -2%
CCG
131
Chatham Capital Group
Georgia
$1.54M – – –
UBS AM
132
UBS AM
Illinois
$1.52M +$77.8K +1,600 +6%
State Board of Administration of Florida Retirement System
133
State Board of Administration of Florida Retirement System
Florida
$1.44M – – –
AssetMark Inc
134
AssetMark Inc
California
$1.44M -$11.3K -232 -0.9%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$1.43M -$153K -3,149 -11%
ARTA
136
A.R.T. Advisors
New York
$1.42M +$1.26M +25,848 New
FPC
137
Falcon Point Capital
California
$1.42M -$176K -3,626 -12%
First Trust Advisors
138
First Trust Advisors
Illinois
$1.4M +$57.3K +1,178 +5%
American Century Companies
139
American Century Companies
Missouri
$1.4M – – –
TRSOTSOK
140
Teachers Retirement System of the State of Kentucky
Kentucky
$1.36M – – –
M&T Bank
141
M&T Bank
New York
$1.36M -$316K -6,502 -21%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$1.31M -$24.3K -500 -2%
ACM
143
Alta Capital Management
Utah
$1.27M +$1.12M +23,135 New
HAG
144
HighPoint Advisor Group
Illinois
$1.25M +$1.03M +21,096 New
Canada Life
145
Canada Life
Manitoba, Canada
$1.23M +$113K +2,324 +12%
PC
146
Palo Capital
California
$1.2M +$1.07M +21,940 New
CSS
147
Cubist Systematic Strategies
Connecticut
$1.04M -$229K -4,701 -20%
Barclays
148
Barclays
United Kingdom
$1.04M +$749K +15,405 +396%
VFP
149
Verus Financial Partners
Virginia
$957K – – –
MERSOM
150
Municipal Employees' Retirement System of Michigan
Michigan
$949K – – –
4 5
6
7 8

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.