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MKS Inc

396 hedge funds and large institutions have $9.02B invested in MKS Inc in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 141 increasing their positions, 119 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

854% more call options, than puts

Call options by funds: $242M | Put options by funds: $25.3M

204% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 28

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 119

15% more funds holding

Funds holding: 344396 (+52)

0.18% less ownership

Funds ownership: 102.91%102.73% (-0.18%)

2% less capital invested

Capital invested by funds: $9.16B → $9.02B (-$142M)

Holders
396
Holders Change
+52
Holders Change %
+15.12%
% of All Funds
5.72%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
85
Increased
141
Reduced
119
Closed
28
Calls
$242M
Puts
$25.3M
Net Calls
+$216M
Net Calls Change
+$182M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
226
Petrus Trust Company
Texas
$595K +$575K +4,553 New
Commonwealth Equity Services
227
Commonwealth Equity Services
Massachusetts
$587K -$18K -143 -3%
QOP
228
Quinn Opportunity Partners
Virginia
$576K
BA
229
BCM Advisors
Louisiana
$563K
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$540K -$153K -1,209 -23%
Vontobel Holding
231
Vontobel Holding
Switzerland
$527K -$34.6K -274 -6%
CGH
232
Crossmark Global Holdings
Texas
$523K -$53.5K -424 -10%
CIP
233
Cornerstone Investment Partners
Georgia
$482K +$14.5K +115 +3%
YMRC
234
Yorktown Management & Research Company
Virginia
$457K
FB
235
Fulton Bank
Pennsylvania
$455K +$75.3K +597 +21%
CMF
236
Counterpoint Mutual Funds
California
$450K +$435K +3,449 New
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$444K -$2.52K -20 -0.6%
PCM
238
Prelude Capital Management
New York
$442K -$1.57M -12,416 -79%
Truist Financial
239
Truist Financial
North Carolina
$429K -$250K -1,982 -38%
Osaic Holdings
240
Osaic Holdings
Arizona
$421K -$543K -4,305 -57%
Teacher Retirement System of Texas
241
Teacher Retirement System of Texas
Texas
$411K -$244K -1,932 -38%
Simplex Trading
242
Simplex Trading
Illinois
$409K +$133K +1,052 +50%
AIC
243
Archer Investment Corporation
Indiana
$406K
ATC
244
Argent Trust Co
Tennessee
$402K -$27K -214 -7%
ET
245
Entropy Technologies
New York
$401K +$387K +3,070 New
Wealth Enhancement Advisory Services
246
Wealth Enhancement Advisory Services
Minnesota
$398K -$240K -1,905 -38%
IIM
247
INTECH Investment Management
Florida
$394K -$161K -1,278 -30%
NC
248
nVerses Capital
Florida
$392K +$379K +3,000 New
BC
249
Burney Company
Virginia
$383K -$81.9K -649 -18%
SI
250
Seeds Investor
New York
$377K +$75.3K +597 +26%

MKSI Hedge Fund Activity: Q2 2024 in Review

396 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q2 2024, worth a combined $9.02B — down 1.5% from $9.16B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new MKSI positions and 28 closed out — a net gain of 57 holders — while 141 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $54.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $90.5M.

  • 396 institutional investors held MKS Inc (MKSI) as of Q2 2024, up from 344 in Q1 2024.
  • Funds reported $9.02B of MKS Inc stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 85 funds opened new MKS Inc positions in Q2 2024 and 28 closed out, a net change of +57 holders.
  • The largest MKS Inc buyer in Q2 2024 was Fidelity Investments, an estimated $54.4M added.
  • The largest MKS Inc seller in Q2 2024 was T. Rowe Price Associates, an estimated $90.5M sold.

Based on aggregated 13F filings for Q2 2024.