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Maximus

263 hedge funds and large institutions have $3.62B invested in Maximus in 2015 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

36% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $1.69M

18% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 38

3.17% more ownership

Funds ownership: 95.68%98.85% (+3.2%)

1% more funds holding

Funds holding: 260263 (+3)

2% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 100

3% less capital invested

Capital invested by funds: $3.75B → $3.62B (-$123M)

Holders
263
Holders Change
+3
Holders Change %
+1.15%
% of All Funds
6.9%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
45
Increased
98
Reduced
100
Closed
38
Calls
$2.3M
Puts
$1.69M
Net Calls
+$608K
Net Calls Change
+$138K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$320M +$18.9M +312,932 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$297M -$7.2M -119,395 -2%
BAMCO Inc
3
BAMCO Inc
New York
$219M +$5.9M +97,858 +3%
BFA
4
BlackRock Fund Advisors
California
$186M +$7.79M +129,183 +4%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$149M +$113M +1,871,152 +239%
State Street
6
State Street
Massachusetts
$118M +$1.51M +24,990 +1%
BIT
7
BlackRock Institutional Trust
California
$107M +$5.98M +99,230 +5%
JHIU
8
Janus Henderson Investors US
Colorado
$98.7M +$15.8M +262,059 +18%
ORI
9
Oak Ridge Investments
Illinois
$87.3M -$181K -3,005 -0.2%
Northern Trust
10
Northern Trust
Illinois
$81.6M +$5.11M +84,754 +6%
RP
11
Riverbridge Partners
Minnesota
$80.6M -$3.97M -65,785 -4%
ClearBridge Investments
12
ClearBridge Investments
New York
$72.6M -$7.56M -125,347 -9%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$63M +$8.85M +146,781 +15%
VBA
14
Van Berkom & Associates
Quebec, Canada
$60.6M +$10.6M +176,604 +20%
CIP
15
Chartwell Investment Partners
Pennsylvania
$60.2M +$48.4M +802,991 +301%
Renaissance Technologies
16
Renaissance Technologies
New York
$58.5M -$18.6M -308,900 -23%
RIM
17
Ranger Investment Management
Texas
$57.4M -$3.77M -62,540 -6%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$50.7M -$66.9M -1,110,210 -55%
TCM
19
TimesSquare Capital Management
New York
$49M +$914K +15,170 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$49M +$6.11M +101,327 +13%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$44.2M -$9.5M -157,553 -17%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$41.9M +$3.64M +60,370 +9%
Goldman Sachs
23
Goldman Sachs
New York
$40.7M +$28.3M +468,664 +184%
GT
24
Glenmede Trust
Pennsylvania
$34.2M -$15M -248,953 -29%
Brown Advisory
25
Brown Advisory
Maryland
$33.4M -$13.1M -218,117 -27%

MMS Hedge Fund Activity: Q4 2015 in Review

263 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q4 2015, worth a combined $3.62B — down 3.3% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MMS positions and 38 closed out — a net gain of 7 holders — while 98 added to existing stakes and 100 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $113M. The largest seller was Lord, Abbett & Co, cutting an estimated $66.9M.

  • 263 institutional investors held Maximus (MMS) as of Q4 2015, up from 260 in Q3 2015.
  • Funds reported $3.62B of Maximus stock for Q4 2015, down 3.3% quarter-over-quarter.
  • 45 funds opened new Maximus positions in Q4 2015 and 38 closed out, a net change of +7 holders.
  • The largest Maximus buyer in Q4 2015 was William Blair Investment Management, an estimated $113M added.
  • The largest Maximus seller in Q4 2015 was Lord, Abbett & Co, an estimated $66.9M sold.

Based on aggregated 13F filings for Q4 2015.