We are live on ! Find out more

307 hedge funds and large institutions have $3.67B invested in Maximus in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 119 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $2.65M | Put options by funds: $1.41M

2.81% more ownership

Funds ownership: 96.09%98.9% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 119

5% less funds holding

Funds holding: 322307 (-15)

20% less capital invested

Capital invested by funds: $4.57B → $3.67B (-$895M)

22% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 54

Holders
307
Holders Change
-15
Holders Change %
-4.66%
% of All Funds
6.77%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
42
Increased
115
Reduced
119
Closed
54
Calls
$2.65M
Puts
$1.41M
Net Calls
+$1.24M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
201
Truist Financial
North Carolina
$475K -$46K -677 -8%
HEIP
202
Hudson Edge Investment Partners
New Jersey
$471K -$87.6K -1,290 -14%
N
203
Natixis
France
$466K +$543K +8,000 New
OAM
204
Oppenheimer Asset Management
New York
$455K -$16.6K -245 -3%
PTC
205
Private Trust Company
Ohio
$451K +$5.84K +86 +1%
GC
206
Guggenheim Capital
Illinois
$448K -$25K -368 -5%
JCM
207
JS Capital Management
New York
$448K +$523K +7,700 New
SAM
208
Shell Asset Management
Netherlands
$445K -$7.88K -116 -1%
FPC
209
Falcon Point Capital
California
$443K -$89.7K -1,321 -15%
SRAM
210
Stone Ridge Asset Management
New York
$427K -$306K -4,500 -38%
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$427K -$153K -2,259 -24%
HA
212
Harfst & Associates
Wyoming
$424K +$48.3K +711 +11%
OSIA
213
O'Shares Investment Advisers
Massachusetts
$393K -$35.1K -517 -7%
VFP
214
Verus Financial Partners
Virginia
$380K
DIM
215
DC Investments Management
Virginia
$380K +$57.7K +850 +15%
SAM
216
Securian Asset Management
Minnesota
$379K
Mitsubishi UFJ Trust & Banking
217
Mitsubishi UFJ Trust & Banking
Japan
$376K
ProShare Advisors
218
ProShare Advisors
Maryland
$365K -$548K -8,063 -56%
SFM
219
Systematic Financial Management
New Jersey
$365K -$124K -1,825 -23%
Grantham, Mayo, Van Otterloo & Co (GMO)
220
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$361K +$421K +6,200 New
PP
221
Peconic Partners
New York
$349K +$407K +6,000 New
Cerity Partners
222
Cerity Partners
New York
$346K -$24.2K -356 -6%
PIA
223
Piedmont Investment Advisors
North Carolina
$342K +$340 +5 +0.1%
RJFSA
224
Raymond James Financial Services Advisors
Florida
$338K +$394K +5,804 New
Zurich Cantonal Bank
225
Zurich Cantonal Bank
Switzerland
$333K -$24.6K -362 -6%

MMS Hedge Fund Activity: Q1 2020 in Review

307 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q1 2020, worth a combined $3.67B — down 20% from $4.57B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of MMS and 42 opened new positions — a net loss of 12 holders — while 119 trimmed existing stakes and 115 added.

The largest buyer was Victory Capital Management, adding an estimated $301M. The largest seller was Fidelity International, exiting entirely with an estimated $48.5M sold.

  • 307 institutional investors held Maximus (MMS) as of Q1 2020, down from 322 in Q4 2019.
  • Funds reported $3.67B of Maximus stock for Q1 2020, down 20% quarter-over-quarter.
  • 42 funds opened new Maximus positions in Q1 2020 and 54 closed out, a net change of -12 holders.
  • The largest Maximus buyer in Q1 2020 was Victory Capital Management, an estimated $301M added.
  • The largest Maximus seller in Q1 2020 was Fidelity International, an estimated $48.5M sold.

Based on aggregated 13F filings for Q1 2020.