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327 hedge funds and large institutions have $4.18B invested in Maximus in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 102 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $468K

25% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 102

12% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 42

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.8% less ownership

Funds ownership: 96.91%96.11% (-0.8%)

1% less funds holding

Funds holding: 330327 (-3)

7% less capital invested

Capital invested by funds: $4.51B → $4.18B (-$337M)

Holders
327
Holders Change
-3
Holders Change %
-0.91%
% of All Funds
7.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
47
Increased
128
Reduced
102
Closed
42
Calls
$1.42M
Puts
$468K
Net Calls
+$950K
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$457M +$12.1M +178,208 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$433M +$25.3M +372,482 +6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$250M -$13.9M -203,771 -5%
Victory Capital Management
4
Victory Capital Management
Texas
$226M +$6.84M +100,646 +3%
BAMCO Inc
5
BAMCO Inc
New York
$186M -$17.3M -254,784 -8%
State Street
6
State Street
Massachusetts
$145M -$2.22M -32,703 -1%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$116M -$23.1M -339,209 -16%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$91.1M +$4.16M +61,192 +5%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$83.9M +$7.37M +108,400 +9%
VBA
10
Van Berkom & Associates
Quebec, Canada
$80.1M +$3.1M +45,574 +4%
Ameriprise
11
Ameriprise
Minnesota
$79M +$46.1M +678,305 +134%
Brown Advisory
12
Brown Advisory
Maryland
$78.1M -$1.19M -17,541 -1%
Northern Trust
13
Northern Trust
Illinois
$73.6M -$804K -11,825 -1%
RP
14
Riverbridge Partners
Minnesota
$68.9M +$452K +6,642 +0.6%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$64.6M +$4.48M +65,899 +7%
MIP
16
Mondrian Investment Partners
United Kingdom
$62.5M +$13.4M +197,808 +27%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$61.1M +$35.8M +526,453 +135%
ClearBridge Investments
18
ClearBridge Investments
New York
$50M -$52M -765,075 -51%
Norges Bank
19
Norges Bank
Norway
$49.3M +$3.66M +53,786 +8%
Prudential Financial
20
Prudential Financial
New Jersey
$49.3M +$8.26M +121,496 +20%
ACH
21
ArrowMark Colorado Holdings
Colorado
$48.7M -$795K -11,696 -2%
PCP
22
P2 Capital Partners
New York
$48.4M +$27.6M +405,748 +127%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$46.9M +$4.2M +61,786 +10%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$44M +$474K +6,966 +1%
Charles Schwab
25
Charles Schwab
California
$43.7M -$4.86M -71,549 -10%

MMS Hedge Fund Activity: Q1 2018 in Review

327 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q1 2018, worth a combined $4.18B — down 7.5% from $4.51B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MMS positions and 42 closed out — a net gain of 5 holders — while 128 added to existing stakes and 102 trimmed.

The largest buyer was Ameriprise, adding an estimated $46.1M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $224M sold.

  • 327 institutional investors held Maximus (MMS) as of Q1 2018, down from 330 in Q4 2017.
  • Funds reported $4.18B of Maximus stock for Q1 2018, down 7.5% quarter-over-quarter.
  • 47 funds opened new Maximus positions in Q1 2018 and 42 closed out, a net change of +5 holders.
  • The largest Maximus buyer in Q1 2018 was Ameriprise, an estimated $46.1M added.
  • The largest Maximus seller in Q1 2018 was William Blair Investment Management, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2018.