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231 hedge funds and large institutions have $3.05B invested in Maximus in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

12% more capital invested

Capital invested by funds: $2.71B → $3.05B (+$337M)

4% more funds holding

Funds holding: 222231 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

24% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 104

115.91% less ownership

Funds ownership: 215.27%99.36% (-116%)

Holders
231
Holders Change
+9
Holders Change %
+4.05%
% of All Funds
7.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
32
Increased
79
Reduced
104
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$207M +$3.13M +80,967 +2%
BAMCO Inc
2
BAMCO Inc
New York
$179M +$4.39M +113,500 +3%
BFA
3
BlackRock Fund Advisors
California
$166M +$15.4M +396,851 +12%
RP
4
Riverbridge Partners
Minnesota
$125M +$3.26M +84,358 +3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$120M -$3.32M -85,744 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$110M -$216M -5,571,462 -70%
Renaissance Technologies
7
Renaissance Technologies
New York
$95.7M +$4.2M +108,600 +5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$91.7M +$29M +749,430 +58%
BIT
9
BlackRock Institutional Trust
California
$85M -$2.46M -63,497 -3%
RIM
10
Ranger Investment Management
Texas
$83.4M +$32.3M +835,835 +82%
DCM
11
Daruma Capital Management
New York
$77.7M -$4.01M -103,629 -6%
Northern Trust
12
Northern Trust
Illinois
$70.3M -$14.7M -379,885 -20%
State Street
13
State Street
Massachusetts
$69.3M -$568K -14,696 -0.9%
AllianceBernstein
14
AllianceBernstein
Tennessee
$64.5M -$2.87M -74,088 -5%
Brown Advisory
15
Brown Advisory
Maryland
$58.2M +$3.58M +92,464 +8%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$54.4M +$197K +5,100 +0.4%
Invesco
17
Invesco
Georgia
$52.5M +$3.21M +83,098 +8%
Ameriprise
18
Ameriprise
Minnesota
$52.2M +$11.9M +308,147 +36%
ORI
19
Oak Ridge Investments
Illinois
$50.8M +$43.6M +1,127,476 New
RA
20
Royce & Associates
New York
$50.3M -$50.3K -1,300 -0.1%
First Trust Advisors
21
First Trust Advisors
Illinois
$45.1M +$596K +15,409 +2%
TCM
22
TimesSquare Capital Management
New York
$44.8M +$309K +8,000 +0.8%
O
23
OppenheimerFunds
New York
$44.3M -$4.32M -111,716 -10%
VBA
24
Van Berkom & Associates
Quebec, Canada
$41.6M +$17.1M +442,187 +92%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$39.3M -$856K -22,135 -2%

MMS Hedge Fund Activity: Q3 2013 in Review

231 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q3 2013, worth a combined $3.05B — up 12% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MMS positions and 20 closed out — a net gain of 12 holders — while 79 added to existing stakes and 104 trimmed.

The largest buyer was Oak Ridge Investments, opening a new position worth an estimated $43.6M. The largest seller was Fidelity Investments, cutting an estimated $216M.

  • 231 institutional investors held Maximus (MMS) as of Q3 2013, up from 222 in Q2 2013.
  • Funds reported $3.05B of Maximus stock for Q3 2013, up 12% quarter-over-quarter.
  • 32 funds opened new Maximus positions in Q3 2013 and 20 closed out, a net change of +12 holders.
  • The largest Maximus buyer in Q3 2013 was Oak Ridge Investments, an estimated $43.6M added.
  • The largest Maximus seller in Q3 2013 was Fidelity Investments, an estimated $216M sold.

Based on aggregated 13F filings for Q3 2013.