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Maximus
MMS

272 hedge funds and large institutions have $3.99B invested in Maximus in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 101 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

29% more call options, than puts

Call options by funds: $1.78M | Put options by funds: $1.38M

13% more capital invested

Capital invested by funds: $3.54B → $3.99B (+$457M)

3% more funds holding

Funds holding: 264 → 272 (+8)

1.28% more ownership

Funds ownership: 97.89% → 99.17% (+1.3%)

8% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 101

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
6.77%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
37
Increased
109
Reduced
101
Closed
23
Calls
$1.78M
Puts
$1.38M
Net Calls
+$400K
Net Calls Change
-$281K

Top Buyers

1
BlackRock
BlackRock
New York
+$381M
2
ClearBridge Investments
ClearBridge Investments
New York
+$39M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$33.3M
4
CWAM
Columbia Wanger Asset Management
Illinois
+$24.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$24.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$33.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$31.1M
3
UBS AM
UBS AM
Illinois
-$25.3M
4
BAMCO Inc
BAMCO Inc
New York
-$22.4M
5
PCM
Peregrine Capital Management
Minnesota
-$16.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
151
Convergence Investment Partners
Florida
$882K +$833K +14,178 New
AG
152
Advisor Group
Arizona
$846K -$83.1K -1,413 -9%
DCM
153
Dupont Capital Management
Delaware
$832K +$249K +4,239 +46%
ProShare Advisors
154
ProShare Advisors
Maryland
$817K -$220K -3,741 -22%
TAM
155
THB Asset Management
Connecticut
$805K – – –
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$759K -$1.85M -31,470 -72%
LPL Financial
157
LPL Financial
California
$732K -$11K -187 -2%
PA
158
Profund Advisors
Maryland
$718K -$26.8K -456 -4%
MAP
159
Moody Aldrich Partners
Massachusetts
$711K -$1.11M -18,885 -62%
NMIMC
160
Northwestern Mutual Investment Management Company
Wisconsin
$695K +$353 +6 +0.1%
O
161
OppenheimerFunds
New York
$685K +$105K +1,793 +19%
UBS Group
162
UBS Group
Switzerland
$684K -$899K -15,289 -58%
Two Sigma Investments
163
Two Sigma Investments
New York
$668K +$360K +6,122 +133%
LFAS
164
Level Four Advisory Services
Texas
$634K -$9.46K -161 -2%
BCM
165
Bridgeway Capital Management
Texas
$628K +$594K +10,100 New
VFP
166
Verus Financial Partners
Virginia
$623K -$10.2K -173 -2%
COPPSERS
167
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$589K -$7.17K -122 -1%
USAA
168
United Services Automobile Association
Texas
$584K +$552K +9,390 New
AB
169
Amalgamated Bank
New York
$549K -$411 -7 -0.1%
LCM
170
Liberty Capital Management
Michigan
$546K – – –
Stifel Financial
171
Stifel Financial
Missouri
$545K +$17.8K +302 +4%
SSP
172
Sapphire Star Partners
Washington
$543K +$48.4K +824 +10%
NA
173
Navellier & Associates
Nevada
$543K +$50.3K +856 +11%
SAM
174
Shell Asset Management
Netherlands
$542K +$513K +8,719 New
SG Americas Securities
175
SG Americas Securities
New York
$527K -$101K -1,723 -17%
5 6
7
8 9

MMS Hedge Fund Activity: Q1 2017 in Review

272 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q1 2017, worth a combined $3.99B — up 13% from $3.54B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MMS positions and 23 closed out — a net gain of 14 holders — while 109 added to existing stakes and 101 trimmed.

The largest buyer was BlackRock, adding an estimated $381M. The largest seller was Goldman Sachs, cutting an estimated $33.8M.

  • 272 institutional investors held Maximus (MMS) as of Q1 2017, up from 264 in Q4 2016.
  • Funds reported $3.99B of Maximus stock for Q1 2017, up 13% quarter-over-quarter.
  • 37 funds opened new Maximus positions in Q1 2017 and 23 closed out, a net change of +14 holders.
  • The largest Maximus buyer in Q1 2017 was BlackRock, an estimated $381M added.
  • The largest Maximus seller in Q1 2017 was Goldman Sachs, an estimated $33.8M sold.

Based on aggregated 13F filings for Q1 2017.