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294 hedge funds and large institutions have $3.94B invested in Maximus in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 107 increasing their positions, 120 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $3.78B → $3.94B (+$158M)

0.95% more ownership

Funds ownership: 93.48%94.43% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less funds holding

Funds holding: 319294 (-25)

11% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 120

43% less call options, than puts

Call options by funds: $1.09M | Put options by funds: $1.91M

52% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 46

Holders
294
Holders Change
-25
Holders Change %
-7.84%
% of All Funds
6.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
107
Reduced
120
Closed
46
Calls
$1.09M
Puts
$1.91M
Net Calls
-$813K
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$474M -$545K -8,400 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$440M +$3.39M +52,238 +0.8%
Victory Capital Management
3
Victory Capital Management
Texas
$258M +$18.6M +286,792 +8%
BAMCO Inc
4
BAMCO Inc
New York
$158M -$14M -215,925 -8%
State Street
5
State Street
Massachusetts
$139M +$1.51M +23,328 +1%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$102M +$14.8M +227,300 +17%
VBA
7
Van Berkom & Associates
Quebec, Canada
$91.5M +$2.04M +31,403 +2%
Fidelity International
8
Fidelity International
Bermuda
$79M
Bank of New York Mellon
9
Bank of New York Mellon
New York
$77.2M -$1.71M -26,314 -2%
Northern Trust
10
Northern Trust
Illinois
$73M -$95.4K -1,470 -0.1%
TSW
11
Thompson Siegel & Walmsley
Virginia
$69M +$5.2M +80,099 +8%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$66.7M -$175K -2,695 -0.3%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$65.7M +$981K +15,109 +2%
RP
14
Riverbridge Partners
Minnesota
$63.3M -$2.27M -34,968 -3%
MIP
15
Mondrian Investment Partners
United Kingdom
$60.6M +$447K +6,881 +0.7%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$60.1M -$40.3M -620,525 -40%
Wells Fargo
17
Wells Fargo
California
$59.7M -$155K -2,395 -0.3%
PCP
18
P2 Capital Partners
New York
$59.5M +$1.54M +23,700 +3%
AQR Capital Management
19
AQR Capital Management
Connecticut
$59M +$13.4M +206,896 +30%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$58.9M +$2.7M +41,518 +5%
Brown Advisory
21
Brown Advisory
Maryland
$57.4M -$18.1M -278,170 -24%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$56.8M +$3.33M +51,293 +6%
Prudential Financial
23
Prudential Financial
New Jersey
$48.3M +$7.1M +109,391 +17%
Norges Bank
24
Norges Bank
Norway
$48.1M
CS
25
Credit Suisse
Switzerland
$45.8M +$19.3M +297,129 +73%

MMS Hedge Fund Activity: Q3 2018 in Review

294 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q3 2018, worth a combined $3.94B — up 4.2% from $3.78B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of MMS and 22 opened new positions — a net loss of 24 holders — while 120 trimmed existing stakes and 107 added.

The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $26.4M. The largest seller was Fidelity Investments, cutting an estimated $40.3M.

  • 294 institutional investors held Maximus (MMS) as of Q3 2018, down from 319 in Q2 2018.
  • Funds reported $3.94B of Maximus stock for Q3 2018, up 4.2% quarter-over-quarter.
  • 22 funds opened new Maximus positions in Q3 2018 and 46 closed out, a net change of -24 holders.
  • The largest Maximus buyer in Q3 2018 was Epoch Investment Partners, an estimated $26.4M added.
  • The largest Maximus seller in Q3 2018 was Fidelity Investments, an estimated $40.3M sold.

Based on aggregated 13F filings for Q3 2018.