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230 hedge funds and large institutions have $2.97B invested in Maximus in 2014 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 93 increasing their positions, 92 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.22% more ownership

Funds ownership: 96.5%97.73% (+1.2%)

3% more capital invested

Capital invested by funds: $2.88B → $2.97B (+$93M)

1% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 92

3% less funds holding

Funds holding: 238230 (-8)

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
230
Holders Change
-8
Holders Change %
-3.36%
% of All Funds
6.64%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
28
Increased
93
Reduced
92
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$223M +$10.6M +234,961 +5%
BAMCO Inc
2
BAMCO Inc
New York
$179M +$547K +12,100 +0.3%
BFA
3
BlackRock Fund Advisors
California
$169M -$548K -12,125 -0.3%
RP
4
Riverbridge Partners
Minnesota
$140M -$767K -16,964 -0.5%
Renaissance Technologies
5
Renaissance Technologies
New York
$119M +$8M +176,956 +7%
BIT
6
BlackRock Institutional Trust
California
$96M +$15.9M +352,290 +20%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$87M -$5.07M -112,176 -5%
Northern Trust
8
Northern Trust
Illinois
$78.6M +$10.6M +235,193 +16%
Ameriprise
9
Ameriprise
Minnesota
$76.8M +$24.8M +547,786 +47%
RIM
10
Ranger Investment Management
Texas
$76.2M -$7.72M -170,825 -9%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$76M -$13M -286,678 -14%
DCM
12
Daruma Capital Management
New York
$72.3M -$7.68M -169,834 -10%
State Street
13
State Street
Massachusetts
$72.1M +$2.47M +54,595 +4%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$58.1M -$26.6M -587,773 -31%
Brown Advisory
15
Brown Advisory
Maryland
$57.4M -$395K -8,738 -0.7%
Invesco
16
Invesco
Georgia
$56.1M +$1.46M +32,330 +3%
ClearBridge Investments
17
ClearBridge Investments
New York
$54.2M +$12.9M +284,721 +31%
O
18
OppenheimerFunds
New York
$53.4M +$2.42M +53,581 +5%
ORI
19
Oak Ridge Investments
Illinois
$52.1M +$1.69M +37,477 +3%
AllianceBernstein
20
AllianceBernstein
Tennessee
$50.4M -$5.94M -131,510 -10%
RA
21
Royce & Associates
New York
$47.6M -$452K -10,000 -0.9%
VBA
22
Van Berkom & Associates
Quebec, Canada
$44.3M +$1.5M +33,199 +3%
TCM
23
TimesSquare Capital Management
New York
$44.3M -$2.55M -56,350 -5%
FAM
24
Fred Alger Management
New York
$41.2M +$537K +11,880 +1%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$36.4M +$748K +16,555 +2%

MMS Hedge Fund Activity: Q1 2014 in Review

230 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q1 2014, worth a combined $2.97B — up 3.2% from $2.88B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of MMS and 28 opened new positions — a net loss of 6 holders — while 92 trimmed existing stakes and 93 added.

The largest buyer was Ameriprise, adding an estimated $24.8M. The largest seller was First Trust Advisors, cutting an estimated $45M.

  • 230 institutional investors held Maximus (MMS) as of Q1 2014, down from 238 in Q4 2013.
  • Funds reported $2.97B of Maximus stock for Q1 2014, up 3.2% quarter-over-quarter.
  • 28 funds opened new Maximus positions in Q1 2014 and 34 closed out, a net change of -6 holders.
  • The largest Maximus buyer in Q1 2014 was Ameriprise, an estimated $24.8M added.
  • The largest Maximus seller in Q1 2014 was First Trust Advisors, an estimated $45M sold.

Based on aggregated 13F filings for Q1 2014.