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Maximus

354 hedge funds and large institutions have $5.04B invested in Maximus in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 132 increasing their positions, 117 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

21% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 43

13% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 117

2% more capital invested

Capital invested by funds: $4.93B → $5.04B (+$111M)

1% more funds holding

Funds holding: 351354 (+3)

0.45% more ownership

Funds ownership: 96.28%96.73% (+0.45%)

82% less call options, than puts

Call options by funds: $103K | Put options by funds: $582K

Holders
354
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
52
Increased
132
Reduced
117
Closed
43
Calls
$103K
Puts
$582K
Net Calls
-$479K
Net Calls Change
-$681K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$782M +$15.4M +183,376 +2%
BlackRock
2
BlackRock
New York
$651M +$635K +7,556 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$537M +$4.8M +57,168 +0.9%
Victory Capital Management
4
Victory Capital Management
Texas
$267M -$124M -1,475,999 -32%
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$232M -$731K -8,705 -0.3%
State Street
6
State Street
Massachusetts
$225M -$399K -4,746 -0.2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$129M +$5.1M +60,693 +4%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$99.6M -$7.74M -92,097 -7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$98.9M +$6.65M +79,092 +7%
VBA
10
Van Berkom & Associates
Quebec, Canada
$98.3M +$740K +8,811 +0.8%
AllianceBernstein
11
AllianceBernstein
Tennessee
$95.2M -$12.1M -143,950 -11%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$94.7M +$9.61M +114,421 +12%
N
13
Nuveen
North Carolina
$77.2M +$28.2M +335,567 +59%
Bank of America
14
Bank of America
North Carolina
$71.6M +$790K +9,402 +1%
Charles Schwab
15
Charles Schwab
California
$70.8M +$3.03M +36,040 +5%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$68.1M +$62.2K +740 +0.1%
Northern Trust
17
Northern Trust
Illinois
$63.2M +$1.84M +21,854 +3%
Norges Bank
18
Norges Bank
Norway
$61.4M -$2.41M -28,665 -4%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$59.7M -$720K -8,569 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$53.8M -$308K -3,663 -0.6%
SIMG
21
Stephens Investment Management Group
Texas
$49.8M -$861K -10,246 -2%
First Trust Advisors
22
First Trust Advisors
Illinois
$46.8M -$13.2M -156,874 -22%
Federated Hermes
23
Federated Hermes
Pennsylvania
$45.4M -$1.36M -16,198 -3%
Morgan Stanley
24
Morgan Stanley
New York
$43M +$12M +142,324 +40%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$42.9M +$15.2M +181,227 +57%