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Maximus

260 hedge funds and large institutions have $3.75B invested in Maximus in 2015 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 101 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,615% more call options, than puts

Call options by funds: $483K | Put options by funds: $13K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 101

0.33% less ownership

Funds ownership: 96.01%95.68% (-0.33%)

3% less funds holding

Funds holding: 267260 (-7)

10% less capital invested

Capital invested by funds: $4.15B → $3.75B (-$400M)

15% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 33

Holders
260
Holders Change
-7
Holders Change %
-2.62%
% of All Funds
7.26%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
28
Increased
105
Reduced
101
Closed
33
Calls
$483K
Puts
$13K
Net Calls
+$470K
Net Calls Change
+$474K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$322M +$4.52M +71,120 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$320M +$12.1M +190,443 +4%
BAMCO Inc
3
BAMCO Inc
New York
$226M -$648K -10,200 -0.3%
BFA
4
BlackRock Fund Advisors
California
$189M +$231K +3,637 +0.1%
State Street
5
State Street
Massachusetts
$123M -$3.89M -61,192 -3%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$120M -$42.6M -669,662 -25%
BIT
7
BlackRock Institutional Trust
California
$108M +$1.55M +24,440 +1%
ORI
8
Oak Ridge Investments
Illinois
$92.7M +$14.9M +234,401 +18%
RP
9
Riverbridge Partners
Minnesota
$89.2M -$3.13M -49,292 -3%
JHIU
10
Janus Henderson Investors US
Colorado
$88.9M +$23.6M +370,734 +33%
ClearBridge Investments
11
ClearBridge Investments
New York
$84.3M -$3.34M -52,481 -4%
Northern Trust
12
Northern Trust
Illinois
$81.4M -$13.1M -206,159 -13%
Renaissance Technologies
13
Renaissance Technologies
New York
$80.4M -$14.3M -224,500 -14%
RIM
14
Ranger Investment Management
Texas
$64.5M +$12.6M +198,553 +22%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$57.9M +$1.35M +21,188 +2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$56.2M -$9.67M -152,146 -14%
VBA
17
Van Berkom & Associates
Quebec, Canada
$53.6M -$1.56M -24,485 -3%
GT
18
Glenmede Trust
Pennsylvania
$51.1M +$5.11M +80,454 +10%
TCM
19
TimesSquare Capital Management
New York
$51M +$10.1M +159,443 +23%
Brown Advisory
20
Brown Advisory
Maryland
$48.4M -$10.3M -161,285 -17%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$47.8M -$32.5M -511,440 -39%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$46.7M +$49.8M +783,902 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$45.8M -$3.36M -52,855 -6%
RFC
24
Russell Frank Company
Washington
$44.8M -$9.05M -142,364 -16%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$40.8M +$3.53M +55,600 +9%