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Maximus

371 hedge funds and large institutions have $5.45B invested in Maximus in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 146 increasing their positions, 115 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 115

11% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $996K

8% more capital invested

Capital invested by funds: $5.04B → $5.45B (+$413M)

5% more funds holding

Funds holding: 354371 (+17)

0.54% more ownership

Funds ownership: 96.73%97.28% (+0.54%)

Holders
371
Holders Change
+17
Holders Change %
+4.8%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
52
Increased
146
Reduced
115
Closed
33
Calls
$1.11M
Puts
$996K
Net Calls
+$112K
Net Calls Change
+$591K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$822M -$26.3M -294,302 -3%
BlackRock
2
BlackRock
New York
$801M +$90.1M +1,007,698 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$591M +$6.86M +76,713 +1%
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$254M +$1.38M +15,432 +0.6%
State Street
5
State Street
Massachusetts
$245M +$35.9K +402 +0%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$142M +$1.92M +21,532 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$115M +$6.75M +75,540 +7%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$108M +$89.4K +1,000 +0.1%
VBA
9
Van Berkom & Associates
Quebec, Canada
$108M +$1.04M +11,630 +1%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$107M +$4M +44,802 +4%
AllianceBernstein
11
AllianceBernstein
Tennessee
$100M -$2.92M -32,719 -3%
Charles Schwab
12
Charles Schwab
California
$86.6M +$9.15M +102,350 +12%
Victory Capital Management
13
Victory Capital Management
Texas
$86M -$195M -2,187,120 -70%
Bank of America
14
Bank of America
North Carolina
$83.4M +$5.32M +59,550 +7%
Assenagon Asset Management
15
Assenagon Asset Management
Luxembourg
$81.9M +$57.7M +645,760 +277%
N
16
Nuveen
North Carolina
$79.1M -$4.64M -51,894 -6%
Northern Trust
17
Northern Trust
Illinois
$67.1M -$1.55M -17,290 -2%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$65.7M +$775K +8,667 +1%
Morgan Stanley
19
Morgan Stanley
New York
$62.8M +$15.4M +172,277 +34%
Norges Bank
20
Norges Bank
Norway
$62.4M -$4.2M -47,000 -7%
Millennium Management
21
Millennium Management
New York
$57.1M +$18.5M +207,024 +51%
Goldman Sachs
22
Goldman Sachs
New York
$56.8M +$40.8M +456,786 +298%
First Trust Advisors
23
First Trust Advisors
Illinois
$53M +$2M +22,334 +4%
SIMG
24
Stephens Investment Management Group
Texas
$52.6M -$1.49M -16,622 -3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$49.1M -$9.02M -100,866 -16%