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321 hedge funds and large institutions have $4.46B invested in Maximus in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 123 increasing their positions, 116 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.82% more ownership

Funds ownership: 94.25%96.07% (+1.8%)

6% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 116

4% less capital invested

Capital invested by funds: $4.64B → $4.46B (-$185M)

8% less funds holding

Funds holding: 348321 (-27)

45% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 53

47% less call options, than puts

Call options by funds: $1.18M | Put options by funds: $2.25M

Holders
321
Holders Change
-27
Holders Change %
-7.76%
% of All Funds
5.06%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
29
Increased
123
Reduced
116
Closed
53
Calls
$1.18M
Puts
$2.25M
Net Calls
-$1.06M
Net Calls Change
-$778K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$526M +$5.67M +74,106 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$481M -$29.5M -385,497 -6%
Victory Capital Management
3
Victory Capital Management
Texas
$395M +$50.5M +659,986 +14%
AllianceBernstein
4
AllianceBernstein
Tennessee
$228M -$23.1M -302,304 -9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$216M +$170M +2,218,787 +332%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$199M -$2.36M -30,801 -1%
State Street
7
State Street
Massachusetts
$190M -$3.66M -47,881 -2%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$107M +$11.3M +147,077 +12%
PAMS
9
Pictet Asset Management (Switzerland)
Switzerland
$101M -$7.36M -96,190 -7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$90.9M +$2.37M +30,915 +3%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$83.4M +$85.1M +1,112,457 +777,942%
MIP
12
Mondrian Investment Partners
United Kingdom
$82.2M -$12.3M -160,591 -13%
Bank of America
13
Bank of America
North Carolina
$70.7M +$7.56M +98,776 +12%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$68.7M +$1.09M +14,206 +2%
VBA
15
Van Berkom & Associates
Quebec, Canada
$68.2M -$9.88M -129,150 -12%
Northern Trust
16
Northern Trust
Illinois
$67.8M +$595K +7,770 +0.9%
First Trust Advisors
17
First Trust Advisors
Illinois
$66.8M -$4.05M -52,881 -6%
Norges Bank
18
Norges Bank
Norway
$60.9M -$1.65M -21,607 -3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$56.6M -$20.4M -266,777 -26%
ClearBridge Investments
20
ClearBridge Investments
New York
$54.1M
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$53.5M -$1.73M -22,638 -3%
Charles Schwab
22
Charles Schwab
California
$50.1M +$1.97M +25,743 +4%
Handelsbanken Fonder
23
Handelsbanken Fonder
Sweden
$48.8M -$14.5M -190,000 -23%
VNIM
24
Vaughan Nelson Investment Management
Texas
$39.3M +$10.6M +138,152 +36%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$38.5M +$39.3M +514,105 New

MMS Hedge Fund Activity: Q1 2022 in Review

321 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q1 2022, worth a combined $4.46B — down 4% from $4.64B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of MMS and 29 opened new positions — a net loss of 24 holders — while 116 trimmed existing stakes and 123 added.

The largest buyer was Fidelity Investments, adding an estimated $170M. The largest seller was Copeland Capital Management, exiting entirely with an estimated $46.5M sold.

  • 321 institutional investors held Maximus (MMS) as of Q1 2022, down from 348 in Q4 2021.
  • Funds reported $4.46B of Maximus stock for Q1 2022, down 4% quarter-over-quarter.
  • 29 funds opened new Maximus positions in Q1 2022 and 53 closed out, a net change of -24 holders.
  • The largest Maximus buyer in Q1 2022 was Fidelity Investments, an estimated $170M added.
  • The largest Maximus seller in Q1 2022 was Copeland Capital Management, an estimated $46.5M sold.

Based on aggregated 13F filings for Q1 2022.