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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
BCM
176
Bridgeway Capital Management
Texas
$651K – – –
FA
177
FDx Advisors
Illinois
$640K +$201K +3,279 +49%
SO
178
STRS Ohio
Ohio
$638K -$4.11M -67,000 -87%
FRM
179
Fox Run Management
Connecticut
$632K +$282K +4,600 +88%
Pacer Advisors
180
Pacer Advisors
Pennsylvania
$625K +$61.3K +1,000 +12%
UFF
181
USA Financial Formulas
Michigan
$624K +$593K +9,678 New
VFP
182
Verus Financial Partners
Virginia
$619K -$5.09K -83 -0.9%
PCM
183
Piermont Capital Management
Missouri
$613K +$583K +9,510 New
COPPSERS
184
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$610K +$184 +3 +0%
USAA
185
United Services Automobile Association
Texas
$606K -$2.7K -44 -0.5%
PA
186
Profund Advisors
Maryland
$598K +$37.5K +611 +7%
Stifel Financial
187
Stifel Financial
Missouri
$590K -$2.51K -41 -0.4%
LCM
188
Liberty Capital Management
Michigan
$582K – – –
AB
189
Amalgamated Bank
New York
$570K -$25.7K -420 -5%
ProShare Advisors
190
ProShare Advisors
Maryland
$569K -$101K -1,640 -16%
Citigroup
191
Citigroup
New York
$565K +$3.92K +64 +0.7%
SAM
192
Shell Asset Management
Netherlands
$549K -$12.3K -200 -2%
NMIMC
193
Northwestern Mutual Investment Management Company
Wisconsin
$547K -$164K -2,672 -24%
SAM
194
Securian Asset Management
Minnesota
$528K – – –
TA
195
Tiedemann Advisors
New York
$511K +$554K +9,035 New
ARTA
196
A.R.T. Advisors
New York
$502K +$477K +7,788 New
CGH
197
Crossmark Global Holdings
Texas
$498K +$473K +7,722 New
BCM
198
Brown Capital Management
Maryland
$494K – – –
JP Morgan Chase
199
JP Morgan Chase
New York
$487K -$1.12M -18,272 -71%
AA
200
ALPS Advisors
Colorado
$478K -$24.5K -400 -5%
6 7
8
9 10

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.