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Maximus
MMS

303 hedge funds and large institutions have $4.03B invested in Maximus in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 120 increasing their positions, 93 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $777K

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

29% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 93

4% more funds holding

Funds holding: 292 → 303 (+11)

1% more capital invested

Capital invested by funds: $3.99B → $4.03B (+$44.5M)

1.87% less ownership

Funds ownership: 98.19% → 96.32% (-1.9%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
303
Holders Change
+11
Holders Change %
+3.77%
% of All Funds
7.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
40
Increased
120
Reduced
93
Closed
27
Calls
$1.45M
Puts
$777K
Net Calls
+$675K
Net Calls Change
+$2.55M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$25.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$19.2M
3
PCP
P2 Capital Partners
New York
+$19.1M
4
Charles Schwab
Charles Schwab
California
+$11.9M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$11.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$61.5M
2
GT
Glenmede Trust
Pennsylvania
-$41M
3
CWAM
Columbia Wanger Asset Management
Illinois
-$40.7M
4
Fidelity International
Fidelity International
Bermuda
-$40.6M
5
ORI
Oak Ridge Investments
Illinois
-$35.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
NI
126
Numeric Investors
Massachusetts
$2.17M +$2.06M +33,600 New
SCM
127
Stevens Capital Management
Pennsylvania
$2.12M +$1.07M +17,498 +113%
CIP
128
Convergence Investment Partners
Florida
$2.1M +$428K +6,990 +27%
MSA
129
Mason Street Advisors
Wisconsin
$2.08M +$32.6K +531 +2%
CCG
130
Chatham Capital Group
Georgia
$2M – – –
ERSOT
131
Employees Retirement System of Texas
Texas
$2M – – –
Envestnet Asset Management
132
Envestnet Asset Management
Illinois
$1.96M -$257K -4,199 -12%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$1.9M -$192K -3,129 -10%
First Trust Advisors
134
First Trust Advisors
Illinois
$1.84M -$55K -898 -3%
OAM
135
Oppenheimer Asset Management
New York
$1.78M +$21.6K +352 +1%
WCM Investment Management
136
WCM Investment Management
California
$1.74M +$103K +1,685 +7%
BOH
137
Bank of Hawaii
Hawaii
$1.73M +$294K +4,799 +22%
SFM
138
Systematic Financial Management
New Jersey
$1.62M +$1.54M +25,070 New
KeyBank National Association
139
KeyBank National Association
Ohio
$1.6M -$30.7K -500 -2%
SOMRS
140
State of Michigan Retirement System
Michigan
$1.57M -$141K -2,300 -9%
OPERF
141
Oregon Public Employees Retirement Fund
Oregon
$1.54M +$9.93K +162 +0.7%
AIP
142
Ameritas Investment Partners
Nebraska
$1.52M – – –
BIA
143
BMT Investment Advisors
Pennsylvania
$1.52M +$1.44M +23,538 New
IA
144
Icon Advisers
Colorado
$1.45M – – –
Arrowstreet Capital
145
Arrowstreet Capital
Massachusetts
$1.45M +$1.38M +22,500 New
SEI Investments
146
SEI Investments
Pennsylvania
$1.45M -$1.52M -24,796 -52%
FMBTD
147
First Midwest Bank Trust Division
Illinois
$1.41M +$95.8K +1,562 +8%
AIA
148
Allegis Investment Advisors
Idaho
$1.39M -$330K -5,380 -20%
PP
149
Paloma Partners
Connecticut
$1.37M -$1.08M -17,620 -45%
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$1.35M +$662K +10,801 +107%
4 5
6
7 8

MMS Hedge Fund Activity: Q3 2017 in Review

303 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q3 2017, worth a combined $4.03B — up 1.1% from $3.99B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MMS positions and 27 closed out — a net gain of 13 holders — while 120 added to existing stakes and 93 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $25.3M. The largest seller was Fidelity Investments, cutting an estimated $61.5M.

  • 303 institutional investors held Maximus (MMS) as of Q3 2017, up from 292 in Q2 2017.
  • Funds reported $4.03B of Maximus stock for Q3 2017, up 1.1% quarter-over-quarter.
  • 40 funds opened new Maximus positions in Q3 2017 and 27 closed out, a net change of +13 holders.
  • The largest Maximus buyer in Q3 2017 was Victory Capital Management, an estimated $25.3M added.
  • The largest Maximus seller in Q3 2017 was Fidelity Investments, an estimated $61.5M sold.

Based on aggregated 13F filings for Q3 2017.