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238 hedge funds and large institutions have $2.88B invested in Maximus in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

3% more funds holding

Funds holding: 231238 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 93

2.86% less ownership

Funds ownership: 99.36%96.5% (-2.9%)

6% less capital invested

Capital invested by funds: $3.05B → $2.88B (-$172M)

Holders
238
Holders Change
+7
Holders Change %
+3.03%
% of All Funds
6.91%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
37
Increased
90
Reduced
93
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$208M +$6.52M +141,491 +3%
BAMCO Inc
2
BAMCO Inc
New York
$175M
BFA
3
BlackRock Fund Advisors
California
$166M +$4.18M +90,699 +2%
RP
4
Riverbridge Partners
Minnesota
$138M +$16.5M +359,154 +13%
Renaissance Technologies
5
Renaissance Technologies
New York
$108M +$15.7M +341,400 +16%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$90.3M +$760K +16,493 +0.8%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$87.2M -$31.6M -686,411 -26%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$82.9M -$25.3M -548,892 -23%
RIM
9
Ranger Investment Management
Texas
$82.3M +$889K +19,289 +1%
BIT
10
BlackRock Institutional Trust
California
$78.6M -$4.56M -98,934 -5%
DCM
11
Daruma Capital Management
New York
$78.4M +$2.6M +56,472 +3%
State Street
12
State Street
Massachusetts
$68.3M +$670K +14,535 +0.9%
Northern Trust
13
Northern Trust
Illinois
$66.7M -$2.05M -44,525 -3%
Brown Advisory
14
Brown Advisory
Maryland
$56.6M -$241K -5,236 -0.4%
AllianceBernstein
15
AllianceBernstein
Tennessee
$55.2M -$8.11M -175,986 -12%
Invesco
16
Invesco
Georgia
$53.6M +$2.36M +51,194 +4%
Ameriprise
17
Ameriprise
Minnesota
$51.3M +$267K +5,793 +0.5%
O
18
OppenheimerFunds
New York
$50M +$7.02M +152,450 +16%
ORI
19
Oak Ridge Investments
Illinois
$49.4M -$198K -4,291 -0.4%
RA
20
Royce & Associates
New York
$47.1M -$2.12M -46,100 -4%
TCM
21
TimesSquare Capital Management
New York
$45.9M +$2.23M +48,450 +5%
First Trust Advisors
22
First Trust Advisors
Illinois
$44.2M +$138K +2,987 +0.3%
VBA
23
Van Berkom & Associates
Quebec, Canada
$42M +$1.42M +30,928 +3%
ClearBridge Investments
24
ClearBridge Investments
New York
$40.6M +$5.97M +129,540 +16%
FAM
25
Fred Alger Management
New York
$39.9M +$4.36M +94,712 +12%

MMS Hedge Fund Activity: Q4 2013 in Review

238 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q4 2013, worth a combined $2.88B — down 5.6% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MMS positions and 26 closed out — a net gain of 11 holders — while 90 added to existing stakes and 93 trimmed.

The largest buyer was Riverbridge Partners, adding an estimated $16.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $32.5M.

  • 238 institutional investors held Maximus (MMS) as of Q4 2013, up from 231 in Q3 2013.
  • Funds reported $2.88B of Maximus stock for Q4 2013, down 5.6% quarter-over-quarter.
  • 37 funds opened new Maximus positions in Q4 2013 and 26 closed out, a net change of +11 holders.
  • The largest Maximus buyer in Q4 2013 was Riverbridge Partners, an estimated $16.5M added.
  • The largest Maximus seller in Q4 2013 was T. Rowe Price Associates, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2013.