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264 hedge funds and large institutions have $3.54B invested in Maximus in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 86 increasing their positions, 104 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

33% more call options, than puts

Call options by funds: $2.73M | Put options by funds: $2.05M

6% more funds holding

Funds holding: 249264 (+15)

4% less capital invested

Capital invested by funds: $3.67B → $3.54B (-$132M)

2.53% less ownership

Funds ownership: 100.43%97.89% (-2.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 104

Holders
264
Holders Change
+15
Holders Change %
+6.02%
% of All Funds
6.6%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
42
Increased
86
Reduced
104
Closed
24
Calls
$2.73M
Puts
$2.05M
Net Calls
+$681K
Net Calls Change
+$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$286M +$12.1M +223,238 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$265M -$28.7M -528,619 -10%
BAMCO Inc
3
BAMCO Inc
New York
$221M -$23.2M -426,414 -10%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$215M -$80.9K -1,490 -0%
BFA
5
BlackRock Fund Advisors
California
$211M +$17.6M +323,258 +9%
Victory Capital Management
6
Victory Capital Management
Texas
$139M +$74.8M +1,376,526 +124%
JHIU
7
Janus Henderson Investors US
Colorado
$134M +$6.87M +126,514 +6%
State Street
8
State Street
Massachusetts
$112M -$3.19M -58,631 -3%
BIT
9
BlackRock Institutional Trust
California
$107M +$434K +7,988 +0.4%
ClearBridge Investments
10
ClearBridge Investments
New York
$74.8M -$24.3K -447 -0%
ORI
11
Oak Ridge Investments
Illinois
$71.8M -$15.8M -290,530 -18%
RP
12
Riverbridge Partners
Minnesota
$69.8M -$5.88M -108,306 -8%
Fidelity International
13
Fidelity International
Bermuda
$69.2M +$6.95M +127,872 +11%
VBA
14
Van Berkom & Associates
Quebec, Canada
$67.1M +$3.27M +60,144 +5%
Northern Trust
15
Northern Trust
Illinois
$64.9M -$15.2M -280,694 -19%
Brown Advisory
16
Brown Advisory
Maryland
$59.9M +$7.42M +136,510 +15%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$58.7M +$3.82M +70,300 +7%
Goldman Sachs
18
Goldman Sachs
New York
$52.3M -$22.4M -411,962 -31%
TCM
19
TimesSquare Capital Management
New York
$51.6M -$1.02M -18,700 -2%
ACH
20
ArrowMark Colorado Holdings
Colorado
$51.1M +$11.3M +208,821 +30%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$47.8M +$1.54M +28,333 +3%
GT
22
Glenmede Trust
Pennsylvania
$41.7M -$955K -17,589 -2%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$39.4M -$2.87M -52,811 -7%
ACM
24
Alta Capital Management
Utah
$34.7M -$7.27M -133,821 -18%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$34.2M -$1.12M -20,590 -3%

MMS Hedge Fund Activity: Q4 2016 in Review

264 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q4 2016, worth a combined $3.54B — down 3.6% from $3.67B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MMS positions and 24 closed out — a net gain of 18 holders — while 86 added to existing stakes and 104 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $74.8M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $58.1M sold.

  • 264 institutional investors held Maximus (MMS) as of Q4 2016, up from 249 in Q3 2016.
  • Funds reported $3.54B of Maximus stock for Q4 2016, down 3.6% quarter-over-quarter.
  • 42 funds opened new Maximus positions in Q4 2016 and 24 closed out, a net change of +18 holders.
  • The largest Maximus buyer in Q4 2016 was Victory Capital Management, an estimated $74.8M added.
  • The largest Maximus seller in Q4 2016 was Lord, Abbett & Co, an estimated $58.1M sold.

Based on aggregated 13F filings for Q4 2016.