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321 hedge funds and large institutions have $4.25B invested in Maximus in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $468K

64% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 28

7% more capital invested

Capital invested by funds: $3.96B → $4.25B (+$283M)

6% more funds holding

Funds holding: 304321 (+17)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.16% less ownership

Funds ownership: 94.78%94.62% (-0.16%)

1% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 122

Holders
321
Holders Change
+17
Holders Change %
+5.59%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
46
Increased
121
Reduced
122
Closed
28
Calls
$1.38M
Puts
$468K
Net Calls
+$915K
Net Calls Change
+$354K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$554M +$26.7M +375,852 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$488M +$15.4M +216,568 +3%
Victory Capital Management
3
Victory Capital Management
Texas
$277M +$2.98M +42,058 +1%
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$197M +$36.2M +510,610 +23%
State Street
5
State Street
Massachusetts
$189M +$12.2M +171,979 +7%
AllianceBernstein
6
AllianceBernstein
Tennessee
$189M +$13.4M +188,264 +8%
VBA
7
Van Berkom & Associates
Quebec, Canada
$127M +$16.3M +229,219 +15%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$88.7M -$19.5M -274,821 -18%
MIP
9
Mondrian Investment Partners
United Kingdom
$87.1M +$31.5M +443,745 +59%
PAMU
10
Pictet Asset Management (UK)
United Kingdom
$84.2M -$17.2M -242,889 -17%
Northern Trust
11
Northern Trust
Illinois
$75.5M -$1.74M -24,471 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$73M +$3.49M +49,162 +5%
Wells Fargo
13
Wells Fargo
California
$72.5M +$4.51M +63,530 +7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$70M +$3.49M +49,264 +5%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$68.6M -$236K -3,327 -0.4%
Bank of America
16
Bank of America
North Carolina
$58.8M +$1.79M +25,169 +3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$57.8M +$1.89M +26,656 +3%
Brown Advisory
18
Brown Advisory
Maryland
$53.3M +$5.69M +80,167 +12%
Norges Bank
19
Norges Bank
Norway
$52.3M +$4.89M +68,924 +11%
NPIC
20
Neumeier Poma Investment Counsel
California
$46.2M +$739K +10,425 +2%
Charles Schwab
21
Charles Schwab
California
$43.3M +$590K +8,322 +1%
Handelsbanken Fonder
22
Handelsbanken Fonder
Sweden
$41M +$10.6M +150,000 +37%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$40.9M -$36.3M -511,906 -48%
ClearBridge Investments
24
ClearBridge Investments
New York
$39.9M +$4.17M +58,800 +12%
RP
25
Riverbridge Partners
Minnesota
$36.1M +$3.68M +51,851 +12%

MMS Hedge Fund Activity: Q4 2020 in Review

321 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q4 2020, worth a combined $4.25B — up 7.1% from $3.96B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MMS positions and 28 closed out — a net gain of 18 holders — while 121 added to existing stakes and 122 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $36.2M. The largest seller was APG Asset Management, exiting entirely with an estimated $44.9M sold.

  • 321 institutional investors held Maximus (MMS) as of Q4 2020, up from 304 in Q3 2020.
  • Funds reported $4.25B of Maximus stock for Q4 2020, up 7.1% quarter-over-quarter.
  • 46 funds opened new Maximus positions in Q4 2020 and 28 closed out, a net change of +18 holders.
  • The largest Maximus buyer in Q4 2020 was Mackenzie Financial, an estimated $36.2M added.
  • The largest Maximus seller in Q4 2020 was APG Asset Management, an estimated $44.9M sold.

Based on aggregated 13F filings for Q4 2020.