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Maximus

304 hedge funds and large institutions have $5.13B invested in Maximus in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 122 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $870K | Put options by funds: $278K

16% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 32

8% more capital invested

Capital invested by funds: $4.77B → $5.13B (+$361M)

1% more funds holding

Funds holding: 301304 (+3)

0.24% more ownership

Funds ownership: 99.7%99.94% (+0.24%)

24% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 122

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
304
Holders Change
+3
Holders Change %
+1%
% of All Funds
4.77%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
37
Increased
93
Reduced
122
Closed
32
Calls
$870K
Puts
$278K
Net Calls
+$592K
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
HEIP
176
Hudson Edge Investment Partners
New Jersey
$559K -$105K -1,280 -16%
Bank of Nova Scotia
177
Bank of Nova Scotia
Ontario, Canada
$552K +$22K +267 +4%
SOW
178
State of Wyoming
Wyoming
$546K +$449K +5,454 +542%
SDIC
179
South Dakota Investment Council
South Dakota
$515K -$898K -10,920 -64%
ACM
180
Aquatic Capital Management
Illinois
$507K +$148K +1,800 +43%
VFP
181
Verus Financial Partners
Virginia
$504K
FBA
182
Front Barnett Associates
Illinois
$486K
JA
183
JLB & Associates
Michigan
$471K -$13.7K -167 -3%
Qube Research & Technologies (QRT)
184
Qube Research & Technologies (QRT)
United Kingdom
$469K +$456K +5,548 New
CAN
185
Cetera Advisor Networks
California
$461K -$39K -474 -8%
SAM
186
Securian Asset Management
Minnesota
$457K -$8.22K -100 -2%
Cetera Investment Advisers
187
Cetera Investment Advisers
Illinois
$426K -$49.5K -602 -11%
MCM
188
Mengis Capital Management
Oregon
$423K
OSAM
189
O'Shaughnessy Asset Management
Connecticut
$410K +$186K +2,256 +87%
Mariner
190
Mariner
Kansas
$401K +$30.9K +376 +9%
OAM
191
Oppenheimer Asset Management
New York
$389K +$1.48K +18 +0.4%
API
192
Advisor Partners II
California
$380K +$4.61K +56 +1%
DFCM
193
Dark Forest Capital Management
Puerto Rico
$376K +$189K +2,298 +107%
CGH
194
Crossmark Global Holdings
Texas
$375K -$8.55K -104 -2%
PVH
195
Psagot Value Holdings
Israel
$375K
SI
196
Stephens Inc
Arkansas
$364K -$1.15K -14 -0.3%
VCA
197
Verdence Capital Advisors
Maryland
$355K -$32.3K -393 -9%
MML Investors Services
198
MML Investors Services
Massachusetts
$331K +$52.8K +642 +20%
JMPWA
199
JP Morgan Private Wealth Advisors
California
$327K -$77.1K -938 -20%
SIP
200
Scott Investment Partners
United Kingdom
$321K

MMS Hedge Fund Activity: Q2 2023 in Review

304 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q2 2023, worth a combined $5.13B — up 7.6% from $4.77B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MMS positions and 32 closed out — a net gain of 5 holders — while 93 added to existing stakes and 122 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $165M. The largest seller was Victory Capital Management, cutting an estimated $89M.

  • 304 institutional investors held Maximus (MMS) as of Q2 2023, up from 301 in Q1 2023.
  • Funds reported $5.13B of Maximus stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 37 funds opened new Maximus positions in Q2 2023 and 32 closed out, a net change of +5 holders.
  • The largest Maximus buyer in Q2 2023 was Fidelity Investments, an estimated $165M added.
  • The largest Maximus seller in Q2 2023 was Victory Capital Management, an estimated $89M sold.

Based on aggregated 13F filings for Q2 2023.