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MKS Inc

323 hedge funds and large institutions have $5.8B invested in MKS Inc in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 94 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 94

14% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 42

1% more funds holding

Funds holding: 319323 (+4)

1% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $12.9M

1.29% less ownership

Funds ownership: 101.53%100.24% (-1.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less capital invested

Capital invested by funds: $7.32B → $5.8B (-$1.52B)

Holders
323
Holders Change
+4
Holders Change %
+1.25%
% of All Funds
5.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
48
Increased
122
Reduced
94
Closed
42
Calls
$13.1M
Puts
$12.9M
Net Calls
+$190K
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
226
BCM Advisors
Louisiana
$339K
CGH
227
Crossmark Global Holdings
Texas
$338K +$2.24K +23 +0.6%
TSS
228
Two Sigma Securities
New York
$333K +$65.4K +671 +21%
SW
229
SkyOak Wealth
Michigan
$328K -$190K -1,951 -34%
AIM
230
Aigen Investment Management
New York
$320K +$361K +3,698 New
AQR Capital Management
231
AQR Capital Management
Connecticut
$312K +$352K +3,605 New
National Bank of Canada
232
National Bank of Canada
Quebec, Canada
$309K -$45.7K -469 -12%
PFO
233
Pathstone Family Office
New Jersey
$308K +$138K +1,419 +66%
II
234
Inspire Investing
Idaho
$306K +$60.6K +622 +21%
SIC
235
SFE Investment Counsel
California
$304K -$2.24K -23 -0.7%
YMRC
236
Yorktown Management & Research Company
Virginia
$303K
CIP
237
Cornerstone Investment Partners
Georgia
$301K +$975 +10 +0.3%
EIP
238
Epoch Investment Partners
New York
$286K +$323K +3,310 New
LJAC
239
L.J. Altfest & Co
New York
$283K +$318K +3,265 New
Mariner
240
Mariner
Kansas
$269K -$150K -1,535 -33%
AIC
241
Archer Investment Corporation
Indiana
$269K
PVH
242
Psagot Value Holdings
Israel
$254K -$12.8K -131 -4%
I
243
InceptionR
California
$254K +$65.9K +676 +30%
RBC
244
Romano Brothers & Co
Illinois
$253K -$1.68M -17,198 -85%
SCM
245
Shelton Capital Management
Colorado
$244K
PTC
246
Petrus Trust Company
Texas
$230K +$259K +2,661 New
FA
247
FDx Advisors
Illinois
$224K +$253K +2,594 New
EF
248
Empowered Funds
Pennsylvania
$221K +$50.3K +516 +25%
CAM
249
Cresset Asset Management
Illinois
$215K +$243K +2,489 New
BCM
250
Bayesian Capital Management
New York
$211K +$238K +2,437 New

MKSI Hedge Fund Activity: Q3 2023 in Review

323 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q3 2023, worth a combined $5.8B — down 21% from $7.32B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MKSI positions and 42 closed out — a net gain of 6 holders — while 122 added to existing stakes and 94 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $114M. The largest seller was Capital International Investors, cutting an estimated $156M.

  • 323 institutional investors held MKS Inc (MKSI) as of Q3 2023, up from 319 in Q2 2023.
  • Funds reported $5.8B of MKS Inc stock for Q3 2023, down 21% quarter-over-quarter.
  • 48 funds opened new MKS Inc positions in Q3 2023 and 42 closed out, a net change of +6 holders.
  • The largest MKS Inc buyer in Q3 2023 was T. Rowe Price Associates, an estimated $114M added.
  • The largest MKS Inc seller in Q3 2023 was Capital International Investors, an estimated $156M sold.

Based on aggregated 13F filings for Q3 2023.