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219 hedge funds and large institutions have $2.62B invested in Maximus in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 100 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.8% less ownership

Funds ownership: 98.38%97.58% (-0.8%)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

1% less funds holding

Funds holding: 222219 (-3)

8% less capital invested

Capital invested by funds: $2.86B → $2.62B (-$241M)

30% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 100

Holders
219
Holders Change
-3
Holders Change %
-1.35%
% of All Funds
6.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
25
Increased
70
Reduced
100
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$192M -$928K -22,415 -0.5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$160M +$56M +1,352,516 +51%
BAMCO Inc
3
BAMCO Inc
New York
$153M -$7.52M -181,800 -5%
BFA
4
BlackRock Fund Advisors
California
$139M -$1.38M -33,327 -1%
RP
5
Riverbridge Partners
Minnesota
$120M -$10M -241,741 -7%
Renaissance Technologies
6
Renaissance Technologies
New York
$91.4M -$8.77M -211,900 -9%
BIT
7
BlackRock Institutional Trust
California
$88.8M +$14.7M +354,939 +19%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$75.2M +$7.57K +183 +0%
JHIU
9
Janus Henderson Investors US
Colorado
$69.7M +$42.6M +1,028,594 +145%
ClearBridge Investments
10
ClearBridge Investments
New York
$68.5M +$5.88M +142,110 +9%
Northern Trust
11
Northern Trust
Illinois
$66.8M +$11.7M +282,261 +20%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$65.9M -$1.07M -25,878 -2%
State Street
13
State Street
Massachusetts
$62M -$2.03M -48,938 -3%
Ameriprise
14
Ameriprise
Minnesota
$56.3M -$9.55M -230,877 -14%
Brown Advisory
15
Brown Advisory
Maryland
$53.5M +$1.36M +32,746 +3%
VBA
16
Van Berkom & Associates
Quebec, Canada
$53.5M +$9.17M +221,713 +20%
ORI
17
Oak Ridge Investments
Illinois
$46.9M -$714K -17,262 -1%
RA
18
Royce & Associates
New York
$41.2M -$161K -3,900 -0.4%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$39.8M +$5.26M +127,083 +15%
TCM
20
TimesSquare Capital Management
New York
$39.3M +$712K +17,200 +2%
DCM
21
Daruma Capital Management
New York
$38.6M -$19.7M -476,979 -33%
RIM
22
Ranger Investment Management
Texas
$38.2M -$36.3M -876,582 -48%
PM
23
Pembroke Management
Quebec, Canada
$32.8M -$1.07M -25,884 -3%
GT
24
Glenmede Trust
Pennsylvania
$29.5M +$3.93M +94,922 +15%
Wells Fargo
25
Wells Fargo
California
$26.1M -$9.01M -217,735 -25%

MMS Hedge Fund Activity: Q3 2014 in Review

219 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q3 2014, worth a combined $2.62B — down 8.4% from $2.86B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of MMS and 25 opened new positions — a net loss of 2 holders — while 100 trimmed existing stakes and 70 added.

The largest buyer was Fidelity Investments, adding an estimated $56M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $50.2M sold.

  • 219 institutional investors held Maximus (MMS) as of Q3 2014, down from 222 in Q2 2014.
  • Funds reported $2.62B of Maximus stock for Q3 2014, down 8.4% quarter-over-quarter.
  • 25 funds opened new Maximus positions in Q3 2014 and 27 closed out, a net change of -2 holders.
  • The largest Maximus buyer in Q3 2014 was Fidelity Investments, an estimated $56M added.
  • The largest Maximus seller in Q3 2014 was OppenheimerFunds, an estimated $50.2M sold.

Based on aggregated 13F filings for Q3 2014.