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Maximus

272 hedge funds and large institutions have $3.99B invested in Maximus in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 101 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

29% more call options, than puts

Call options by funds: $1.78M | Put options by funds: $1.38M

13% more capital invested

Capital invested by funds: $3.54B → $3.99B (+$457M)

3% more funds holding

Funds holding: 264272 (+8)

1.28% more ownership

Funds ownership: 97.89%99.17% (+1.3%)

8% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 101

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
6.77%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
37
Increased
109
Reduced
101
Closed
23
Calls
$1.78M
Puts
$1.38M
Net Calls
+$400K
Net Calls Change
-$281K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$405M +$381M +6,474,723 +22,491%
Vanguard Group
2
Vanguard Group
Pennsylvania
$344M +$24.2M +411,521 +8%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$275M +$33.3M +566,292 +15%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$263M -$31.1M -528,253 -11%
BAMCO Inc
5
BAMCO Inc
New York
$222M -$22.4M -381,650 -10%
Victory Capital Management
6
Victory Capital Management
Texas
$178M +$21.7M +369,794 +15%
JHIU
7
Janus Henderson Investors US
Colorado
$145M -$4.14M -70,407 -3%
State Street
8
State Street
Massachusetts
$129M +$2.98M +50,670 +3%
ClearBridge Investments
9
ClearBridge Investments
New York
$125M +$39M +663,189 +49%
Fidelity International
10
Fidelity International
Bermuda
$82M +$4.61M +78,372 +6%
RP
11
Riverbridge Partners
Minnesota
$74.6M -$3.1M -52,690 -4%
Northern Trust
12
Northern Trust
Illinois
$72.3M -$23.8K -405 -0%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$71.8M +$17.5M +297,427 +35%
ORI
14
Oak Ridge Investments
Illinois
$71.5M -$8.09M -137,690 -11%
Brown Advisory
15
Brown Advisory
Maryland
$70.6M +$3.62M +61,523 +6%
VBA
16
Van Berkom & Associates
Quebec, Canada
$68.5M -$5.93M -100,868 -8%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$63.7M -$1.63M -27,800 -3%
ACH
18
ArrowMark Colorado Holdings
Colorado
$61.7M +$4.46M +75,792 +8%
CWAM
19
Columbia Wanger Asset Management
Illinois
$49M +$24.8M +422,499 +116%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$47.5M +$3.36M +57,220 +8%
TCM
21
TimesSquare Capital Management
New York
$45.1M -$11.8M -200,828 -22%
GT
22
Glenmede Trust
Pennsylvania
$42.2M -$3.95M -67,208 -9%
ACM
23
Alta Capital Management
Utah
$39.8M +$1.06M +17,950 +3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$39.3M +$1.16M +19,788 +3%
RIM
25
Ranger Investment Management
Texas
$37.3M +$1.25M +21,249 +4%