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322 hedge funds and large institutions have $4.47B invested in Maximus in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 83 increasing their positions, 135 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 32

6% more funds holding

Funds holding: 304322 (+18)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.51% less ownership

Funds ownership: 99.94%98.43% (-1.5%)

13% less capital invested

Capital invested by funds: $5.13B → $4.47B (-$658M)

39% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 135

83% less call options, than puts

Call options by funds: $455K | Put options by funds: $2.74M

Holders
322
Holders Change
+18
Holders Change %
+5.92%
% of All Funds
5.11%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
52
Increased
83
Reduced
135
Closed
32
Calls
$455K
Puts
$2.74M
Net Calls
-$2.29M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$641M +$41.9M +514,698 +6%
BlackRock
2
BlackRock
New York
$529M +$3.04M +37,300 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$448M -$28.1K -345 -0%
Victory Capital Management
4
Victory Capital Management
Texas
$428M -$9.48M -116,476 -2%
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$193M +$78.6K +966 +0%
State Street
6
State Street
Massachusetts
$189M -$1.05M -12,851 -0.5%
AllianceBernstein
7
AllianceBernstein
Tennessee
$172M -$52M -639,355 -22%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$98.8M -$72.9K -895 -0.1%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$98.2M -$96.1K -1,180 -0.1%
VBA
10
Van Berkom & Associates
Quebec, Canada
$84M +$16.7M +204,796 +22%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$77.5M -$20.2M -247,702 -19%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$73.4M +$3.71M +45,562 +5%
Bank of America
13
Bank of America
North Carolina
$63.3M -$1.78M -21,886 -3%
Northern Trust
14
Northern Trust
Illinois
$59.3M -$964K -11,837 -1%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$59M +$1.39M +17,056 +2%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$53.9M +$1.04M +12,825 +2%
Charles Schwab
17
Charles Schwab
California
$52.9M +$2.87M +35,319 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$50.1M -$2.12M -26,064 -4%
SIMG
19
Stephens Investment Management Group
Texas
$42.7M +$58.1K +714 +0.1%
ClearBridge Investments
20
ClearBridge Investments
New York
$41.6M
Federated Hermes
21
Federated Hermes
Pennsylvania
$40.6M -$1.62M -19,851 -4%
VNIM
22
Vaughan Nelson Investment Management
Texas
$40.5M +$358K +4,404 +0.8%
N
23
Nuveen
North Carolina
$40.5M -$59.5K -731 -0.1%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$36.8M +$19.7M +242,093 +96%
Norges Bank
25
Norges Bank
Norway
$34.6M +$1.51M +18,500 +4%

MMS Hedge Fund Activity: Q3 2023 in Review

322 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q3 2023, worth a combined $4.47B — down 13% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MMS positions and 32 closed out — a net gain of 20 holders — while 83 added to existing stakes and 135 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $41.9M. The largest seller was AllianceBernstein, cutting an estimated $52M.

  • 322 institutional investors held Maximus (MMS) as of Q3 2023, up from 304 in Q2 2023.
  • Funds reported $4.47B of Maximus stock for Q3 2023, down 13% quarter-over-quarter.
  • 52 funds opened new Maximus positions in Q3 2023 and 32 closed out, a net change of +20 holders.
  • The largest Maximus buyer in Q3 2023 was Fidelity Investments, an estimated $41.9M added.
  • The largest Maximus seller in Q3 2023 was AllianceBernstein, an estimated $52M sold.

Based on aggregated 13F filings for Q3 2023.