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348 hedge funds and large institutions have $4.64B invested in Maximus in 2021 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 119 increasing their positions, 125 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 29

8% more funds holding

Funds holding: 321348 (+27)

4% less capital invested

Capital invested by funds: $4.86B → $4.64B (-$218M)

5% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 125

1.24% less ownership

Funds ownership: 95.49%94.25% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

31% less call options, than puts

Call options by funds: $637K | Put options by funds: $923K

Holders
348
Holders Change
+27
Holders Change %
+8.41%
% of All Funds
5.36%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
61
Increased
119
Reduced
125
Closed
29
Calls
$637K
Puts
$923K
Net Calls
-$286K
Net Calls Change
-$753K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$553M -$59.3M -725,605 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$542M -$9.18M -112,361 -2%
Victory Capital Management
3
Victory Capital Management
Texas
$367M +$31.4M +383,810 +9%
AllianceBernstein
4
AllianceBernstein
Tennessee
$266M +$15.8M +193,816 +6%
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$214M +$6.62M +81,037 +3%
State Street
6
State Street
Massachusetts
$205M -$1.18M -14,477 -0.6%
PAMS
7
Pictet Asset Management (Switzerland)
Switzerland
$115M +$1.87M +22,925 +2%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$102M +$2.32M +28,412 +2%
MIP
9
Mondrian Investment Partners
United Kingdom
$100M -$19.8M -241,901 -16%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$94.2M +$1.52M +18,561 +2%
VBA
11
Van Berkom & Associates
Quebec, Canada
$82.8M +$3.85M +47,133 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$81.4M -$5.95M -72,758 -7%
First Trust Advisors
13
First Trust Advisors
Illinois
$75.2M +$8.78M +107,481 +13%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$71.9M +$2.24M +27,384 +3%
Northern Trust
15
Northern Trust
Illinois
$71.4M -$4.59M -56,184 -6%
Bank of America
16
Bank of America
North Carolina
$67.3M -$7.82M -95,658 -10%
Handelsbanken Fonder
17
Handelsbanken Fonder
Sweden
$67M +$4.95M +60,612 +8%
Norges Bank
18
Norges Bank
Norway
$66.4M +$20.2M +247,100 +42%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$58.7M +$60.2M +736,763 New
ClearBridge Investments
20
ClearBridge Investments
New York
$57.5M +$9.51M +116,411 +19%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$53.2M +$6.34M +77,609 +13%
NPIC
22
Neumeier Poma Investment Counsel
California
$52.9M +$502K +6,145 +0.9%
Charles Schwab
23
Charles Schwab
California
$51.2M +$877K +10,733 +2%
CCM
24
Copeland Capital Management
Pennsylvania
$46.5M +$433K +5,302 +0.9%
American Century Companies
25
American Century Companies
Missouri
$38M -$238K -2,910 -0.6%

MMS Hedge Fund Activity: Q4 2021 in Review

348 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q4 2021, worth a combined $4.64B — down 4.5% from $4.86B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MMS positions and 29 closed out — a net gain of 32 holders — while 119 added to existing stakes and 125 trimmed.

The largest buyer was Millennium Management, adding an estimated $31.5M. The largest seller was BlackRock, cutting an estimated $59.3M.

  • 348 institutional investors held Maximus (MMS) as of Q4 2021, up from 321 in Q3 2021.
  • Funds reported $4.64B of Maximus stock for Q4 2021, down 4.5% quarter-over-quarter.
  • 61 funds opened new Maximus positions in Q4 2021 and 29 closed out, a net change of +32 holders.
  • The largest Maximus buyer in Q4 2021 was Millennium Management, an estimated $31.5M added.
  • The largest Maximus seller in Q4 2021 was BlackRock, an estimated $59.3M sold.

Based on aggregated 13F filings for Q4 2021.