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330 hedge funds and large institutions have $4.51B invested in Maximus in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 120 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 27

12% more capital invested

Capital invested by funds: $4.03B → $4.51B (+$484M)

9% more funds holding

Funds holding: 303330 (+27)

0.59% more ownership

Funds ownership: 96.32%96.91% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 120

59% less call options, than puts

Call options by funds: $944K | Put options by funds: $2.29M

Holders
330
Holders Change
+27
Holders Change %
+8.91%
% of All Funds
7.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
55
Increased
109
Reduced
120
Closed
27
Calls
$944K
Puts
$2.29M
Net Calls
-$1.35M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$478M +$7.23M +107,376 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$438M +$9.36M +139,005 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$283M +$20.1M +298,207 +8%
Victory Capital Management
4
Victory Capital Management
Texas
$235M -$15.2M -225,913 -6%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$224M -$16.5M -244,909 -7%
BAMCO Inc
6
BAMCO Inc
New York
$217M -$4.65M -68,994 -2%
State Street
7
State Street
Massachusetts
$158M +$3.62M +53,721 +3%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$149M -$6.03M -89,600 -4%
ClearBridge Investments
9
ClearBridge Investments
New York
$108M -$11.7M -173,013 -10%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$93.3M -$3.28M -48,765 -4%
Brown Advisory
11
Brown Advisory
Maryland
$85M +$613K +9,106 +0.8%
VBA
12
Van Berkom & Associates
Quebec, Canada
$82.7M +$534K +7,936 +0.7%
Mackenzie Financial
13
Mackenzie Financial
Ontario, Canada
$82.2M -$678K -10,064 -0.9%
Northern Trust
14
Northern Trust
Illinois
$79.8M -$2.5M -37,119 -3%
RP
15
Riverbridge Partners
Minnesota
$73.4M -$2.39M -35,451 -3%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$64.6M +$2.01M +29,879 +3%
ACH
17
ArrowMark Colorado Holdings
Colorado
$53.1M +$3.24M +48,128 +7%
Charles Schwab
18
Charles Schwab
California
$52M +$2.46M +36,570 +5%
MIP
19
Mondrian Investment Partners
United Kingdom
$51.9M +$48.9M +725,697 New
Norges Bank
20
Norges Bank
Norway
$49M +$1.47M +21,884 +3%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$46.7M +$801K +11,897 +2%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$45.9M +$4.13M +61,311 +11%
Prudential Financial
23
Prudential Financial
New Jersey
$44.1M +$2.09M +31,100 +5%
ACM
24
Alta Capital Management
Utah
$42.1M -$1.69M -25,108 -4%
VFA
25
Virtus Fund Advisers
Connecticut
$36.2M -$6.47M -96,050 -16%

MMS Hedge Fund Activity: Q4 2017 in Review

330 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q4 2017, worth a combined $4.51B — up 12% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MMS positions and 27 closed out — a net gain of 28 holders — while 109 added to existing stakes and 120 trimmed.

The largest buyer was Mondrian Investment Partners, opening a new position worth an estimated $48.9M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $21.9M sold.

  • 330 institutional investors held Maximus (MMS) as of Q4 2017, up from 303 in Q3 2017.
  • Funds reported $4.51B of Maximus stock for Q4 2017, up 12% quarter-over-quarter.
  • 55 funds opened new Maximus positions in Q4 2017 and 27 closed out, a net change of +28 holders.
  • The largest Maximus buyer in Q4 2017 was Mondrian Investment Partners, an estimated $48.9M added.
  • The largest Maximus seller in Q4 2017 was Nationwide Fund Advisors, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2017.