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MKS Inc

344 hedge funds and large institutions have $9.16B invested in MKS Inc in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 123 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $54.1M | Put options by funds: $19.9M

67% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 33

33% more capital invested

Capital invested by funds: $6.91B → $9.16B (+$2.25B)

12% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 110

6% more funds holding

Funds holding: 324344 (+20)

2.46% more ownership

Funds ownership: 100.45%102.91% (+2.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
344
Holders Change
+20
Holders Change %
+6.17%
% of All Funds
4.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
55
Increased
123
Reduced
110
Closed
33
Calls
$54.1M
Puts
$19.9M
Net Calls
+$34.2M
Net Calls Change
+$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
Shelton Capital Management
Colorado
$361K
MML Investors Services
227
MML Investors Services
Massachusetts
$354K +$3.83K +33 +1%
RJT
228
Raymond James Trust
Florida
$311K -$1.74K -15 -0.6%
DM
229
Deerfield Management
New York
$309K +$270K +2,326 New
CTC
230
Cetera Trust Company
Minnesota
$306K +$49.4K +425 +23%
SI
231
Seeds Investor
New York
$304K -$39.3K -338 -13%
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$299K -$210K -1,805 -47%
RBC
233
Romano Brothers & Co
Illinois
$297K -$29.1K -250 -10%
GCIA
234
Gabelli & Co Investment Advisers
New York
$295K
AWM
235
Avior Wealth Management
Nebraska
$292K +$100K +862 +64%
Mariner
236
Mariner
Kansas
$286K +$17.9K +154 +8%
PAG
237
Private Advisor Group
New Jersey
$278K +$7.09K +61 +3%
VAM
238
Verity Asset Management
North Carolina
$277K +$14.4K +124 +6%
SDIC
239
South Dakota Investment Council
South Dakota
$277K
Simplex Trading
240
Simplex Trading
Illinois
$277K +$242K +2,085 New
SW
241
SkyOak Wealth
Michigan
$266K -$83.7K -720 -26%
HSBC Holdings
242
HSBC Holdings
United Kingdom
$254K -$312K -2,683 -58%
PF
243
Phoenix Financial
Israel
$252K +$221K +1,900 New
JFG
244
Jefferies Financial Group
New York
$240K -$80.5K -693 -28%
TC
245
Truvestments Capital
Florida
$233K +$204K +1,752 New
SIG
246
Stonegate Investment Group
Alabama
$232K +$202K +1,741 New
WWM
247
Whalen Wealth Management
Nevada
$231K +$202K +1,739 New
PWP
248
Phillips Wealth Planners
Mississippi
$228K +$220K +1,892 New
CIBC Asset Management
249
CIBC Asset Management
Ontario, Canada
$224K +$196K +1,683 New
DP
250
Dundas Partners
United Kingdom
$218K +$39.2K +337 +26%

MKSI Hedge Fund Activity: Q1 2024 in Review

344 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q1 2024, worth a combined $9.16B — up 33% from $6.91B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MKSI positions and 33 closed out — a net gain of 22 holders — while 123 added to existing stakes and 110 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $147M. The largest seller was Victory Capital Management, cutting an estimated $66.1M.

  • 344 institutional investors held MKS Inc (MKSI) as of Q1 2024, up from 324 in Q4 2023.
  • Funds reported $9.16B of MKS Inc stock for Q1 2024, up 33% quarter-over-quarter.
  • 55 funds opened new MKS Inc positions in Q1 2024 and 33 closed out, a net change of +22 holders.
  • The largest MKS Inc buyer in Q1 2024 was Nordea Investment Management, an estimated $147M added.
  • The largest MKS Inc seller in Q1 2024 was Victory Capital Management, an estimated $66.1M sold.

Based on aggregated 13F filings for Q1 2024.