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Maximus

303 hedge funds and large institutions have $4.03B invested in Maximus in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 120 increasing their positions, 93 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $777K

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

29% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 93

4% more funds holding

Funds holding: 292303 (+11)

1% more capital invested

Capital invested by funds: $3.99B → $4.03B (+$44.5M)

1.87% less ownership

Funds ownership: 98.19%96.32% (-1.9%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
303
Holders Change
+11
Holders Change %
+3.77%
% of All Funds
7.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
40
Increased
120
Reduced
93
Closed
27
Calls
$1.45M
Puts
$777K
Net Calls
+$675K
Net Calls Change
+$2.55M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$424M +$4.98M +81,232 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$386M +$19.2M +313,181 +6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$236M -$61.5M -1,003,726 -22%
Victory Capital Management
4
Victory Capital Management
Texas
$227M +$25.3M +413,325 +13%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$218M -$5.3M -86,404 -2%
BAMCO Inc
6
BAMCO Inc
New York
$200M -$1.61M -26,205 -0.8%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$140M -$2.9M -47,338 -2%
State Street
8
State Street
Massachusetts
$139M +$608K +9,922 +0.5%
ClearBridge Investments
9
ClearBridge Investments
New York
$109M -$13.6M -221,296 -12%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$87.2M +$4.39M +71,571 +6%
Brown Advisory
11
Brown Advisory
Maryland
$76M +$1.14M +18,644 +2%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$74.8M +$11.2M +182,494 +19%
Northern Trust
13
Northern Trust
Illinois
$74.3M -$1.42M -23,128 -2%
VBA
14
Van Berkom & Associates
Quebec, Canada
$74M -$208K -3,400 -0.3%
RP
15
Riverbridge Partners
Minnesota
$68.5M -$5.63M -91,786 -8%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$56.3M +$5.23M +85,267 +11%
ACH
17
ArrowMark Colorado Holdings
Colorado
$44.7M -$21.7M -354,302 -34%
Charles Schwab
18
Charles Schwab
California
$44.5M +$11.9M +194,225 +39%
Norges Bank
19
Norges Bank
Norway
$42.8M +$3.88M +63,323 +11%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$41.3M +$1.79M +29,145 +5%
ACM
21
Alta Capital Management
Utah
$39.5M -$355K -5,789 -0.9%
VFA
22
Virtus Fund Advisers
Connecticut
$38.8M -$12.3K -200 -0%
Prudential Financial
23
Prudential Financial
New Jersey
$37.8M +$3.26M +53,150 +10%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$37.4M +$4.24M +69,101 +14%
ORI
25
Oak Ridge Investments
Illinois
$36.8M -$35.8M -584,747 -51%