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321 hedge funds and large institutions have $4.86B invested in Maximus in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 119 increasing their positions, 124 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.26% more ownership

Funds ownership: 95.23%95.49% (+0.26%)

4% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 124

5% less capital invested

Capital invested by funds: $5.13B → $4.86B (-$272M)

9% less funds holding

Funds holding: 354321 (-33)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

57% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 51

Holders
321
Holders Change
-33
Holders Change %
-9.32%
% of All Funds
5.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
22
Increased
119
Reduced
124
Closed
51
Calls
$467K
Puts
Net Calls
+$467K
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$638M -$17.6M -205,946 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$575M -$1.57M -18,322 -0.3%
Victory Capital Management
3
Victory Capital Management
Texas
$351M +$55.7M +649,818 +18%
AllianceBernstein
4
AllianceBernstein
Tennessee
$262M +$34.9M +407,889 +15%
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$216M +$20.2M +235,796 +10%
State Street
6
State Street
Massachusetts
$216M +$10.4M +121,516 +5%
MIP
7
Mondrian Investment Partners
United Kingdom
$125M +$4.22M +49,236 +3%
PAMS
8
Pictet Asset Management (Switzerland)
Switzerland
$118M +$121M +1,416,857 New
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$104M +$506K +5,912 +0.5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$96.8M +$2.19M +25,512 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$91.1M +$2.74M +31,970 +3%
Wells Fargo
12
Wells Fargo
California
$89M +$1.77M +20,679 +2%
VBA
13
Van Berkom & Associates
Quebec, Canada
$82.5M -$12.7M -148,625 -13%
Northern Trust
14
Northern Trust
Illinois
$79.3M -$2.09M -24,345 -2%
Bank of America
15
Bank of America
North Carolina
$78.2M +$2.31M +26,925 +3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$72.8M +$4.16M +48,609 +6%
First Trust Advisors
17
First Trust Advisors
Illinois
$69.6M +$62.7M +732,068 +702%
Handelsbanken Fonder
18
Handelsbanken Fonder
Sweden
$64.9M -$4.34M -50,612 -6%
NPIC
19
Neumeier Poma Investment Counsel
California
$54.7M -$779K -9,092 -1%
Charles Schwab
20
Charles Schwab
California
$52.6M -$669K -7,814 -1%
ClearBridge Investments
21
ClearBridge Investments
New York
$50.4M -$12K -140 -0%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$49.1M +$484K +5,656 +1%
Norges Bank
23
Norges Bank
Norway
$48.8M +$1.33M +15,470 +3%
CCM
24
Copeland Capital Management
Pennsylvania
$48.1M +$1.21M +14,098 +3%
American Century Companies
25
American Century Companies
Missouri
$39.9M +$3.54M +41,356 +9%

MMS Hedge Fund Activity: Q3 2021 in Review

321 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q3 2021, worth a combined $4.86B — down 5.3% from $5.13B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of MMS and 22 opened new positions — a net loss of 29 holders — while 124 trimmed existing stakes and 119 added.

The largest buyer was First Trust Advisors, adding an estimated $62.7M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $30.4M sold.

  • 321 institutional investors held Maximus (MMS) as of Q3 2021, down from 354 in Q2 2021.
  • Funds reported $4.86B of Maximus stock for Q3 2021, down 5.3% quarter-over-quarter.
  • 22 funds opened new Maximus positions in Q3 2021 and 51 closed out, a net change of -29 holders.
  • The largest Maximus buyer in Q3 2021 was First Trust Advisors, an estimated $62.7M added.
  • The largest Maximus seller in Q3 2021 was Lord, Abbett & Co, an estimated $30.4M sold.

Based on aggregated 13F filings for Q3 2021.