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MKS Inc

350 hedge funds and large institutions have $5.8B invested in MKS Inc in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 109 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 23

84% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $6.43M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more capital invested

Capital invested by funds: $4.99B → $5.8B (+$803M)

14% more funds holding

Funds holding: 307350 (+43)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 113

2.65% less ownership

Funds ownership: 99.3%96.65% (-2.6%)

Holders
350
Holders Change
+43
Holders Change %
+14.01%
% of All Funds
6.9%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
75
Increased
109
Reduced
113
Closed
23
Calls
$11.9M
Puts
$6.43M
Net Calls
+$5.43M
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
251
Parcion Private Wealth
Washington
$293K +$279K +2,666 New
CCM
252
Coldstream Capital Management
Washington
$278K +$2.51K +24 +1%
AG
253
Advisor Group
Arizona
$274K +$22.4K +214 +9%
SIC
254
SFE Investment Counsel
California
$269K -$3.14K -30 -1%
HSBC Holdings
255
HSBC Holdings
United Kingdom
$261K -$124K -1,185 -33%
WAM
256
World Asset Management
Michigan
$247K -$31.2K -298 -12%
WCA
257
Westover Capital Advisors
Delaware
$247K -$943 -9 -0.4%
CCM
258
Cullen Capital Management
New York
$246K -$23K -220 -9%
Commonwealth Equity Services
259
Commonwealth Equity Services
Massachusetts
$245K -$1.36K -13 -0.6%
Qube Research & Technologies (QRT)
260
Qube Research & Technologies (QRT)
United Kingdom
$239K +$227K +2,169 New
MC
261
Machina Capital
France
$237K +$226K +2,156 New
AWM
262
Avior Wealth Management
Nebraska
$236K +$225K +2,150 New
CIBC Asset Management
263
CIBC Asset Management
Ontario, Canada
$230K +$219K +2,092 New
AP
264
Advisor Partners
California
$226K +$209K +1,994 New
VCA
265
Verdence Capital Advisors
Maryland
$224K +$214K +2,040 New
VF
266
Virtu Financial
New York
$220K +$209K +1,997 New
PHS
267
Pekin Hardy Strauss
Illinois
$220K +$210K +2,000 New
WT
268
Whittier Trust
California
$220K +$210K +2,000 New
PCM
269
Palouse Capital Management
Washington
$214K -$181K -1,727 -47%
HF
270
HRT Financial
New York
$213K +$203K +1,941 New
Baird Financial Group
271
Baird Financial Group
Wisconsin
$206K -$1.86M -17,787 -90%
FMT
272
First Mercantile Trust
Tennessee
$206K +$63.8K +609 +48%
RJT
273
Raymond James Trust
Florida
$200K -$36.7K -350 -16%
NIT
274
NumerixS Investment Technologies
British Columbia, Canada
$176K +$168K +1,600 New
PAM
275
Panagora Asset Management
Massachusetts
$171K -$41.5K -396 -20%

MKSI Hedge Fund Activity: Q4 2019 in Review

350 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q4 2019, worth a combined $5.8B — up 16% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new MKSI positions and 23 closed out — a net gain of 52 holders — while 109 added to existing stakes and 113 trimmed.

The largest buyer was Cooke & Bieler, adding an estimated $68.6M. The largest seller was Franklin Resources, cutting an estimated $60.5M.

  • 350 institutional investors held MKS Inc (MKSI) as of Q4 2019, up from 307 in Q3 2019.
  • Funds reported $5.8B of MKS Inc stock for Q4 2019, up 16% quarter-over-quarter.
  • 75 funds opened new MKS Inc positions in Q4 2019 and 23 closed out, a net change of +52 holders.
  • The largest MKS Inc buyer in Q4 2019 was Cooke & Bieler, an estimated $68.6M added.
  • The largest MKS Inc seller in Q4 2019 was Franklin Resources, an estimated $60.5M sold.

Based on aggregated 13F filings for Q4 2019.