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354 hedge funds and large institutions have $5.13B invested in Maximus in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 123 increasing their positions, 128 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

544% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $378K

111% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 28

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 324354 (+30)

0.58% more ownership

Funds ownership: 94.65%95.23% (+0.58%)

1% less capital invested

Capital invested by funds: $5.17B → $5.13B (-$34.9M)

4% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 128

Holders
354
Holders Change
+30
Holders Change %
+9.26%
% of All Funds
6.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
59
Increased
123
Reduced
128
Closed
28
Calls
$2.44M
Puts
$378K
Net Calls
+$2.06M
Net Calls Change
-$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$692M -$28.1M -307,021 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$610M +$12.7M +138,583 +2%
Victory Capital Management
3
Victory Capital Management
Texas
$314M -$33.9M -370,140 -9%
AllianceBernstein
4
AllianceBernstein
Tennessee
$241M +$3.33M +36,379 +1%
State Street
5
State Street
Massachusetts
$217M -$2.09M -22,838 -0.9%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$208M -$972K -10,612 -0.4%
MIP
7
Mondrian Investment Partners
United Kingdom
$128M +$23.1M +252,405 +21%
PAMU
8
Pictet Asset Management (UK)
United Kingdom
$112M +$15M +163,231 +15%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$109M +$14.2M +154,672 +14%
VBA
10
Van Berkom & Associates
Quebec, Canada
$100M -$49M -534,845 -32%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$100M +$1.94M +21,124 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$93.5M -$1.39M -15,133 -1%
Wells Fargo
13
Wells Fargo
California
$92.3M -$1.13M -12,368 -1%
Northern Trust
14
Northern Trust
Illinois
$85.9M -$2.45M -26,753 -3%
Bank of America
15
Bank of America
North Carolina
$80.3M -$5.62M -61,366 -6%
Handelsbanken Fonder
16
Handelsbanken Fonder
Sweden
$73.1M +$14.2M +154,900 +23%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$72.7M -$196K -2,142 -0.3%
NPIC
18
Neumeier Poma Investment Counsel
California
$58.7M +$1.36M +14,875 +2%
Charles Schwab
19
Charles Schwab
California
$56.3M +$3.69M +40,295 +7%
ClearBridge Investments
20
ClearBridge Investments
New York
$53.3M +$5.53M +60,384 +11%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$51.4M +$22.2M +242,586 +71%
Norges Bank
22
Norges Bank
Norway
$50.2M +$1.3M +14,176 +3%
CCM
23
Copeland Capital Management
Pennsylvania
$49.6M -$279K -3,040 -0.5%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$44.1M -$2.77M -30,249 -6%
RP
25
Riverbridge Partners
Minnesota
$42M +$2.02M +22,010 +5%

MMS Hedge Fund Activity: Q2 2021 in Review

354 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q2 2021, worth a combined $5.13B — down 0.68% from $5.17B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MMS positions and 28 closed out — a net gain of 31 holders — while 123 added to existing stakes and 128 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $25.2M. The largest seller was Brown Advisory, cutting an estimated $82.3M.

  • 354 institutional investors held Maximus (MMS) as of Q2 2021, up from 324 in Q1 2021.
  • Funds reported $5.13B of Maximus stock for Q2 2021, down 0.68% quarter-over-quarter.
  • 59 funds opened new Maximus positions in Q2 2021 and 28 closed out, a net change of +31 holders.
  • The largest Maximus buyer in Q2 2021 was Lord, Abbett & Co, an estimated $25.2M added.
  • The largest Maximus seller in Q2 2021 was Brown Advisory, an estimated $82.3M sold.

Based on aggregated 13F filings for Q2 2021.