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351 hedge funds and large institutions have $4.93B invested in Maximus in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 133 increasing their positions, 102 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $319K | Put options by funds: $117K

30% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 102

18% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 49

2% more funds holding

Funds holding: 344351 (+7)

1% less capital invested

Capital invested by funds: $5B → $4.93B (-$70.5M)

1.47% less ownership

Funds ownership: 97.75%96.28% (-1.5%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
351
Holders Change
+7
Holders Change %
+2.03%
% of All Funds
5.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
58
Increased
133
Reduced
102
Closed
49
Calls
$319K
Puts
$117K
Net Calls
+$202K
Net Calls Change
+$396K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$750M -$17M -207,059 -2%
BlackRock
2
BlackRock
New York
$636M +$9.17M +111,433 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$521M +$12M +145,983 +2%
Victory Capital Management
4
Victory Capital Management
Texas
$385M -$60.2M -732,086 -14%
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$228M +$6M +72,961 +3%
State Street
6
State Street
Massachusetts
$221M +$5.02M +61,072 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$121M +$5.38M +65,384 +5%
AllianceBernstein
8
AllianceBernstein
Tennessee
$105M -$65.1M -790,999 -39%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$105M +$2.12M +25,825 +2%
VBA
10
Van Berkom & Associates
Quebec, Canada
$95.5M +$1.38M +16,779 +1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$90.2M +$1.05M +12,712 +1%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$83.1M +$15.1M +182,988 +23%
Bank of America
13
Bank of America
North Carolina
$69.3M -$4.55M -55,323 -6%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$66.6M +$960K +11,675 +1%
Charles Schwab
15
Charles Schwab
California
$66.3M +$6.1M +74,175 +10%
Norges Bank
16
Norges Bank
Norway
$62.6M +$6.58M +79,987 +12%
Northern Trust
17
Northern Trust
Illinois
$60M -$5.19M -63,070 -8%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$59.2M +$303K +3,680 +0.5%
First Trust Advisors
19
First Trust Advisors
Illinois
$59M +$56.8M +690,737 +5,505%
Ameriprise
20
Ameriprise
Minnesota
$58.1M +$950K +11,547 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$53M -$1.2M -14,622 -2%
SIMG
22
Stephens Investment Management Group
Texas
$49.6M +$2.32M +28,233 +5%
N
23
Nuveen
North Carolina
$47.4M +$1.08M +13,180 +2%
Federated Hermes
24
Federated Hermes
Pennsylvania
$45.8M +$367K +4,462 +0.8%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$37.1M -$51.3K -624 -0.1%

MMS Hedge Fund Activity: Q1 2024 in Review

351 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q1 2024, worth a combined $4.93B — down 1.4% from $5B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MMS positions and 49 closed out — a net gain of 9 holders — while 133 added to existing stakes and 102 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $56.8M. The largest seller was AllianceBernstein, cutting an estimated $65.1M.

  • 351 institutional investors held Maximus (MMS) as of Q1 2024, up from 344 in Q4 2023.
  • Funds reported $4.93B of Maximus stock for Q1 2024, down 1.4% quarter-over-quarter.
  • 58 funds opened new Maximus positions in Q1 2024 and 49 closed out, a net change of +9 holders.
  • The largest Maximus buyer in Q1 2024 was First Trust Advisors, an estimated $56.8M added.
  • The largest Maximus seller in Q1 2024 was AllianceBernstein, an estimated $65.1M sold.

Based on aggregated 13F filings for Q1 2024.