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Maximus
MMS

Overview Fund Activity

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
Holders
304
Holders Change
+3
Holders Change %
+1%
% of All Funds
4.79%
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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$682M
2
BBCM
Broad Bay Capital Management
New York
$25.4M
3
SIMG
Stephens Investment Management Group
Texas
$48.2M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$45.9M
5
PI
Putnam Investments
Massachusetts
$10.7M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$494M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$109M
3
Vanguard Group
Vanguard Group
Pennsylvania
$506M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
Bank of America
Bank of America
North Carolina
$73.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
201
Mount Yale Investment Advisors
Colorado
$313K +$313K +3,698 New
WWP
202
WR Wealth Planners
Missouri
$312K +$9.47K +112 +3%
TRCT
203
Tower Research Capital (TRC)
New York
$290K +$153K +1,807 +112%
TCM
204
Teza Capital Management
Illinois
$289K +$289K +3,417 New
MLICM
205
Metropolitan Life Insurance Company (MetLife)
New York
$280K +$4.06K +48 +1%
SAM
206
Shell Asset Management
Netherlands
$276K -$1.61K -19 -0.6%
FB
207
Fulton Bank
Pennsylvania
$273K -$1.01K -12 -0.4%
PMAM
208
Picton Mahoney Asset Management
Ontario, Canada
$265K +$265K +3,140 New
PAM
209
Panagora Asset Management
Massachusetts
$264K -$1.05M -12,369 -80%
Verition Fund Management
210
Verition Fund Management
Connecticut
$262K +$262K +3,099 New
SCM
211
Shelton Capital Management
Colorado
$260K – – –
DWM
212
Dakota Wealth Management
Florida
$259K -$21.6K -256 -8%
PA
213
Profund Advisors
Maryland
$257K -$26.5K -314 -9%
D.E. Shaw & Co
214
D.E. Shaw & Co
New York
$254K -$2.98M -35,305 -92%
HCM
215
Hilton Capital Management
New York
$245K +$245K +2,898 New
GLR
216
Great Lakes Retirement
Ohio
$237K -$1.35K -16 -0.6%
Truist Financial
217
Truist Financial
North Carolina
$235K -$5.66K -67 -2%
WI
218
Wintrust Investments
Illinois
$233K -$135K -1,600 -37%
VPIM
219
Vanguard Personalized Indexing Management
California
$212K -$12.9K -153 -6%
CIM
220
CIM Investment Management
Pennsylvania
$203K +$203K +2,403 New
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$189K -$7.1K -84 -4%
LFG
222
Larson Financial Group
Missouri
$151K – – –
IA
223
IFP Advisors
Florida
$145K -$59.7K -707 -29%
TPCW
224
TD Private Client Wealth
New York
$128K -$17.2K -203 -12%
PI
225
PineBridge Investments
New York
$108K +$76.5K +905 +244%
7 8
9
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