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324 hedge funds and large institutions have $5.17B invested in Maximus in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 124 increasing their positions, 120 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $4.25B → $5.17B (+$922M)

11% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 44

3% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 120

1% more funds holding

Funds holding: 321324 (+3)

0.03% more ownership

Funds ownership: 94.62%94.65% (+0.03%)

Holders
324
Holders Change
+3
Holders Change %
+0.93%
% of All Funds
5.69%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
49
Increased
124
Reduced
120
Closed
44
Calls
$6.69M
Puts
Net Calls
+$6.69M
Net Calls Change
+$5.77M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$728M +$49.7M +608,298 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$605M +$10.4M +127,600 +2%
Victory Capital Management
3
Victory Capital Management
Texas
$351M +$13.2M +160,993 +4%
AllianceBernstein
4
AllianceBernstein
Tennessee
$241M +$9.8M +119,833 +5%
State Street
5
State Street
Massachusetts
$222M -$7.46M -91,233 -4%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$211M -$26M -317,446 -12%
VBA
7
Van Berkom & Associates
Quebec, Canada
$149M -$4.43M -54,194 -3%
MIP
8
Mondrian Investment Partners
United Kingdom
$110M +$597K +7,302 +0.6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$99.4M +$13.1M +159,860 +17%
PAMU
10
Pictet Asset Management (UK)
United Kingdom
$98.4M -$3.72M -45,505 -4%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$96.9M +$12.3M +150,934 +16%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$96M +$6.56M +80,191 +8%
Wells Fargo
13
Wells Fargo
California
$94.5M +$5.88M +71,918 +7%
Northern Trust
14
Northern Trust
Illinois
$89.4M -$2.33M -28,438 -3%
Bank of America
15
Bank of America
North Carolina
$86.8M +$14M +171,415 +21%
Brown Advisory
16
Brown Advisory
Maryland
$80.3M +$14.3M +174,315 +24%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$73.8M +$3.15M +38,519 +5%
Handelsbanken Fonder
18
Handelsbanken Fonder
Sweden
$60.2M +$9.4M +115,000 +21%
NPIC
19
Neumeier Poma Investment Counsel
California
$58.1M +$1.71M +20,877 +3%
Charles Schwab
20
Charles Schwab
California
$53.4M +$706K +8,629 +1%
CCM
21
Copeland Capital Management
Pennsylvania
$50.5M +$9.36M +114,525 +25%
Norges Bank
22
Norges Bank
Norway
$49.6M -$12.9M -158,042 -22%
ClearBridge Investments
23
ClearBridge Investments
New York
$48.6M +$28.3K +346 +0.1%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$47.3M -$2.28M -27,889 -5%
RP
25
Riverbridge Partners
Minnesota
$40.6M -$3.04M -37,166 -8%

MMS Hedge Fund Activity: Q1 2021 in Review

324 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q1 2021, worth a combined $5.17B — up 22% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new MMS positions and 44 closed out — a net gain of 5 holders — while 124 added to existing stakes and 120 trimmed.

The largest buyer was BlackRock, adding an estimated $49.7M. The largest seller was William Blair Investment Management, cutting an estimated $91.4M.

  • 324 institutional investors held Maximus (MMS) as of Q1 2021, up from 321 in Q4 2020.
  • Funds reported $5.17B of Maximus stock for Q1 2021, up 22% quarter-over-quarter.
  • 49 funds opened new Maximus positions in Q1 2021 and 44 closed out, a net change of +5 holders.
  • The largest Maximus buyer in Q1 2021 was BlackRock, an estimated $49.7M added.
  • The largest Maximus seller in Q1 2021 was William Blair Investment Management, an estimated $91.4M sold.

Based on aggregated 13F filings for Q1 2021.