We are live on ! Find out more
MKSI icon

MKS Inc

284 hedge funds and large institutions have $3.69B invested in MKS Inc in 2017 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 109 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

35% more call options, than puts

Call options by funds: $2.07M | Put options by funds: $1.53M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more capital invested

Capital invested by funds: $3.33B → $3.69B (+$369M)

5% more funds holding

Funds holding: 270284 (+14)

7% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 109

4.94% less ownership

Funds ownership: 104.68%99.74% (-4.9%)

Holders
284
Holders Change
+14
Holders Change %
+5.19%
% of All Funds
7.07%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
39
Increased
101
Reduced
109
Closed
20
Calls
$2.07M
Puts
$1.53M
Net Calls
+$540K
Net Calls Change
-$213K
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
251
Ladenburg Thalmann Financial Services
Florida
$73K -$36.1K -548 -34%
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$72K -$592 -9 -0.9%
ECM
253
Estabrook Capital Management
New York
$68.8K
IR
254
Invictus RG
Bermuda
$65K +$62.1K +943 New
CTC
255
Central Trust Company
Missouri
$56K -$6.65K -101 -11%
VCM
256
Versant Capital Management
Arizona
$51K -$10.4K -158 -17%
SWA
257
Sutton Wealth Advisors
Florida
$47.2K
BL
258
Balentine LLC
Georgia
$41K
RFA
259
Reilly Financial Advisors
California
$39K -$6.58K -100 -15%
GWM
260
Geneos Wealth Management
Colorado
$31K
SBL
261
Sargent Bickham Lagudis
Colorado
$28K
IPC
262
Independent Portfolio Consultants
Florida
$25K +$24.4K +370 New
YWP
263
YorkBridge Wealth Partners
New York
$24K +$6.32K +96 +48%
OC
264
Oakworth Capital
Alabama
$19K
RWA
265
Ropes Wealth Advisors
Massachusetts
$19K
BTIS
266
BB&T Investment Services
North Carolina
$19K +$14.3K +218 +369%
LNB
267
Ledyard National Bank
$17K +$16.5K +250 New
GAM
268
Gemmer Asset Management
California
$16K
GT
269
Glenmede Trust
Pennsylvania
$15K +$15.1K +229 New
IA
270
IFP Advisors
Florida
$14K -$1.91K -29 -12%
WAM
271
Wealthspire Advisors (Maryland)
Maryland
$14K +$13.2K +200 New
IWM
272
IHT Wealth Management
Illinois
$10K -$11K -167 -54%
FMII
273
Farmers & Merchants Investments Inc
Nebraska
$8K
PK
274
Pflug Koory
Nebraska
$7K
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$6K -$4.01K -61 -41%

MKSI Hedge Fund Activity: Q1 2017 in Review

284 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q1 2017, worth a combined $3.69B — up 11% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new MKSI positions and 20 closed out — a net gain of 19 holders — while 101 added to existing stakes and 109 trimmed.

The largest buyer was BlackRock, adding an estimated $433M. The largest seller was 1832 Asset Management, cutting an estimated $42.7M.

  • 284 institutional investors held MKS Inc (MKSI) as of Q1 2017, up from 270 in Q4 2016.
  • Funds reported $3.69B of MKS Inc stock for Q1 2017, up 11% quarter-over-quarter.
  • 39 funds opened new MKS Inc positions in Q1 2017 and 20 closed out, a net change of +19 holders.
  • The largest MKS Inc buyer in Q1 2017 was BlackRock, an estimated $433M added.
  • The largest MKS Inc seller in Q1 2017 was 1832 Asset Management, an estimated $42.7M sold.

Based on aggregated 13F filings for Q1 2017.