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307 hedge funds and large institutions have $3.67B invested in Maximus in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 119 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $2.65M | Put options by funds: $1.41M

2.81% more ownership

Funds ownership: 96.09%98.9% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 119

5% less funds holding

Funds holding: 322307 (-15)

20% less capital invested

Capital invested by funds: $4.57B → $3.67B (-$895M)

22% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 54

Holders
307
Holders Change
-15
Holders Change %
-4.66%
% of All Funds
6.77%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
42
Increased
115
Reduced
119
Closed
54
Calls
$2.65M
Puts
$1.41M
Net Calls
+$1.24M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$507M +$301M +4,439,955 +104%
BlackRock
2
BlackRock
New York
$430M -$12.4M -182,230 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$420M +$8.41M +123,906 +2%
State Street
4
State Street
Massachusetts
$122M +$1.09M +16,100 +0.8%
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$120M +$25.2M +371,567 +22%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$82M -$13.1M -192,807 -12%
VBA
7
Van Berkom & Associates
Quebec, Canada
$79.3M +$5.61M +82,549 +6%
Northern Trust
8
Northern Trust
Illinois
$65.7M -$78.1K -1,150 -0.1%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$62.2M -$559K -8,233 -0.8%
PAMU
10
Pictet Asset Management (UK)
United Kingdom
$58.9M +$6.47M +95,243 +10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$58.3M +$3.93M +57,902 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$58.2M -$4.29M -63,155 -6%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$55M +$7.05M +103,879 +12%
APG Asset Management
14
APG Asset Management
Netherlands
$53.4M -$34.3M -504,400 -35%
AllianceBernstein
15
AllianceBernstein
Tennessee
$50.3M -$1.32M -19,417 -2%
Charles Schwab
16
Charles Schwab
California
$48M -$12M -176,920 -18%
MIP
17
Mondrian Investment Partners
United Kingdom
$47.9M +$220K +3,238 +0.4%
Wells Fargo
18
Wells Fargo
California
$46.6M +$5.94M +87,492 +12%
PCP
19
P2 Capital Partners
New York
$44.1M -$6.9M -101,655 -12%
Norges Bank
20
Norges Bank
Norway
$44.1M
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$42M +$1.6M +23,513 +3%
Brown Advisory
22
Brown Advisory
Maryland
$36.1M -$95.3K -1,404 -0.2%
NPIC
23
Neumeier Poma Investment Counsel
California
$34M +$2.9M +42,640 +8%
CS
24
Credit Suisse
Switzerland
$33.1M -$8.45M -124,401 -18%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$32.6M -$2.04M -30,090 -5%

MMS Hedge Fund Activity: Q1 2020 in Review

307 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q1 2020, worth a combined $3.67B — down 20% from $4.57B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of MMS and 42 opened new positions — a net loss of 12 holders — while 119 trimmed existing stakes and 115 added.

The largest buyer was Victory Capital Management, adding an estimated $301M. The largest seller was Fidelity International, exiting entirely with an estimated $48.5M sold.

  • 307 institutional investors held Maximus (MMS) as of Q1 2020, down from 322 in Q4 2019.
  • Funds reported $3.67B of Maximus stock for Q1 2020, down 20% quarter-over-quarter.
  • 42 funds opened new Maximus positions in Q1 2020 and 54 closed out, a net change of -12 holders.
  • The largest Maximus buyer in Q1 2020 was Victory Capital Management, an estimated $301M added.
  • The largest Maximus seller in Q1 2020 was Fidelity International, an estimated $48.5M sold.

Based on aggregated 13F filings for Q1 2020.