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246 hedge funds and large institutions have $3.39B invested in Maximus in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 104 increasing their positions, 100 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 100

0.99% more ownership

Funds ownership: 98.85%99.85% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

6% less funds holding

Funds holding: 263246 (-17)

7% less capital invested

Capital invested by funds: $3.62B → $3.39B (-$239M)

43% less call options, than puts

Call options by funds: $2.5M | Put options by funds: $4.37M

43% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 37

Holders
246
Holders Change
-17
Holders Change %
-6.46%
% of All Funds
6.55%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
21
Increased
104
Reduced
100
Closed
37
Calls
$2.5M
Puts
$4.37M
Net Calls
-$1.87M
Net Calls Change
-$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$245M -$32M -627,022 -12%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$236M -$61.5M -1,205,240 -21%
BAMCO Inc
3
BAMCO Inc
New York
$225M +$19.7M +385,357 +10%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$187M +$46M +902,847 +34%
BFA
5
BlackRock Fund Advisors
California
$170M -$4.09M -80,185 -2%
State Street
6
State Street
Massachusetts
$111M +$915K +17,949 +0.9%
JHIU
7
Janus Henderson Investors US
Colorado
$110M +$16.7M +327,381 +19%
BIT
8
BlackRock Institutional Trust
California
$103M +$2.25M +44,202 +2%
ORI
9
Oak Ridge Investments
Illinois
$82.6M +$837K +16,410 +1%
Northern Trust
10
Northern Trust
Illinois
$79.6M +$922K +18,076 +1%
RP
11
Riverbridge Partners
Minnesota
$75.7M +$310K +6,088 +0.4%
ClearBridge Investments
12
ClearBridge Investments
New York
$66.9M -$964K -18,903 -1%
VBA
13
Van Berkom & Associates
Quebec, Canada
$64.6M +$7.65M +149,979 +14%
Goldman Sachs
14
Goldman Sachs
New York
$63.8M +$24.9M +488,027 +67%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$59.3M +$374K +7,330 +0.7%
RIM
16
Ranger Investment Management
Texas
$54M +$261K +5,120 +0.5%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$51.6M +$3.98M +78,113 +9%
TCM
18
TimesSquare Capital Management
New York
$47.8M +$1.86M +36,545 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$44.3M -$1.44M -28,168 -3%
Brown Advisory
20
Brown Advisory
Maryland
$40.5M +$8.89M +174,403 +29%
GT
21
Glenmede Trust
Pennsylvania
$39.8M +$7.55M +147,979 +24%
ACM
22
Alta Capital Management
Utah
$39.1M +$12.3M +240,901 +48%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$38.9M -$2.41M -47,291 -6%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$38.4M -$734K -14,400 -2%
Mackenzie Financial
25
Mackenzie Financial
Ontario, Canada
$38.1M +$25.4M +499,008 +222%

MMS Hedge Fund Activity: Q1 2016 in Review

246 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q1 2016, worth a combined $3.39B — down 6.6% from $3.62B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of MMS and 21 opened new positions — a net loss of 16 holders — while 100 trimmed existing stakes and 104 added.

The largest buyer was William Blair Investment Management, adding an estimated $46M. The largest seller was Fidelity Investments, cutting an estimated $61.5M.

  • 246 institutional investors held Maximus (MMS) as of Q1 2016, down from 263 in Q4 2015.
  • Funds reported $3.39B of Maximus stock for Q1 2016, down 6.6% quarter-over-quarter.
  • 21 funds opened new Maximus positions in Q1 2016 and 37 closed out, a net change of -16 holders.
  • The largest Maximus buyer in Q1 2016 was William Blair Investment Management, an estimated $46M added.
  • The largest Maximus seller in Q1 2016 was Fidelity Investments, an estimated $61.5M sold.

Based on aggregated 13F filings for Q1 2016.