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Maximus
MMS

322 hedge funds and large institutions have $4.57B invested in Maximus in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 124 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 46

0.1% less ownership

Funds ownership: 96.2% → 96.09% (-0.1%)

1% less capital invested

Capital invested by funds: $4.63B → $4.57B (-$64.3M)

2% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 124

1% less funds holding

Funds holding: 326 → 322 (-4)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

45% less call options, than puts

Call options by funds: $907K | Put options by funds: $1.64M

Holders
322
Holders Change
-4
Holders Change %
-1.23%
% of All Funds
6.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
48
Increased
122
Reduced
124
Closed
46
Calls
$907K
Puts
$1.64M
Net Calls
-$737K
Net Calls Change
-$3.28M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$44.3M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$35.2M
3
SOMRS
State of Michigan Retirement System
Michigan
+$33.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$31.8M
5
Charles Schwab
Charles Schwab
California
+$14.4M

Top Sellers

1
Invesco
Invesco
Georgia
-$48.8M
2
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$48.8M
3
BAMCO Inc
BAMCO Inc
New York
-$30.4M
4
PCP
P2 Capital Partners
New York
-$29.2M
5
Fidelity International
Fidelity International
Bermuda
-$22.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$563M +$11.5M +153,395 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$527M +$4.3M +57,255 +0.8%
Victory Capital Management
3
Victory Capital Management
Texas
$318M +$7.7M +102,538 +2%
State Street
4
State Street
Massachusetts
$155M -$1.08M -14,433 -0.7%
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$126M -$639K -8,500 -0.5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$119M +$31.8M +422,836 +36%
VBA
7
Van Berkom & Associates
Quebec, Canada
$95.3M +$158K +2,107 +0.2%
APG Asset Management
8
APG Asset Management
Netherlands
$94.2M +$4.08M +54,338 +4%
Northern Trust
9
Northern Trust
Illinois
$84.1M -$1.5M -19,944 -2%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$80.2M +$4.25M +56,591 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$79.1M -$3.83M -51,001 -5%
Charles Schwab
12
Charles Schwab
California
$74.5M +$14.4M +192,262 +24%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$70.1M +$910K +12,116 +1%
PAMU
14
Pictet Asset Management (UK)
United Kingdom
$68.2M +$35.2M +468,326 +104%
AllianceBernstein
15
AllianceBernstein
Tennessee
$65.7M +$11.2M +149,590 +20%
PCP
16
P2 Capital Partners
New York
$64M -$29.2M -388,875 -31%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$62.5M +$104K +1,388 +0.2%
MIP
18
Mondrian Investment Partners
United Kingdom
$60.9M +$8.57M +114,100 +16%
Norges Bank
19
Norges Bank
Norway
$56.4M – – –
Wells Fargo
20
Wells Fargo
California
$53.1M +$792K +10,535 +1%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$52M -$1.03M -13,732 -2%
CS
22
Credit Suisse
Switzerland
$51.5M +$506K +6,731 +1%
Fidelity International
23
Fidelity International
Bermuda
$48.5M -$22.7M -301,621 -32%
Brown Advisory
24
Brown Advisory
Maryland
$46.3M +$42K +559 +0.1%
RIM
25
Ranger Investment Management
Texas
$44.2M +$4.09M +54,477 +10%
1
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MMS Hedge Fund Activity: Q4 2019 in Review

322 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q4 2019, worth a combined $4.57B — down 1.4% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MMS positions and 46 closed out — a net gain of 2 holders — while 122 added to existing stakes and 124 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $44.3M. The largest seller was Invesco, cutting an estimated $48.8M.

  • 322 institutional investors held Maximus (MMS) as of Q4 2019, down from 326 in Q3 2019.
  • Funds reported $4.57B of Maximus stock for Q4 2019, down 1.4% quarter-over-quarter.
  • 48 funds opened new Maximus positions in Q4 2019 and 46 closed out, a net change of +2 holders.
  • The largest Maximus buyer in Q4 2019 was Fuller & Thaler Asset Management, an estimated $44.3M added.
  • The largest Maximus seller in Q4 2019 was Invesco, an estimated $48.8M sold.

Based on aggregated 13F filings for Q4 2019.