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MKS Inc

351 hedge funds and large institutions have $9.81B invested in MKS Inc in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 118 increasing their positions, 130 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $7.84B → $9.81B (+$1.96B)

1.34% more ownership

Funds ownership: 94.66%96% (+1.3%)

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

0% less funds holding

Funds holding: 352351 (-1)

9% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 130

32% less call options, than puts

Call options by funds: $29M | Put options by funds: $42.8M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
351
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
6.16%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
51
Increased
118
Reduced
130
Closed
48
Calls
$29M
Puts
$42.8M
Net Calls
-$13.8M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
251
Truist Financial
North Carolina
$350K -$80.2K -477 -20%
IRF
252
IBM Retirement Fund
New York
$345K -$24.4K -145 -7%
Creative Planning
253
Creative Planning
Kansas
$340K -$239K -1,421 -44%
RJFSA
254
Raymond James Financial Services Advisors
Florida
$325K +$7.06K +42 +2%
QCM
255
Quantinno Capital Management
New York
$318K -$151K -896 -34%
Brown Advisory
256
Brown Advisory
Maryland
$318K +$16.3K +97 +6%
Baird Financial Group
257
Baird Financial Group
Wisconsin
$298K -$16.3K -97 -6%
AP
258
Advisor Partners
California
$295K -$3.19K -19 -1%
MCM
259
Marathon Capital Management
Maryland
$289K +$262K +1,560 New
RJT
260
Raymond James Trust
Florida
$279K -$27.4K -163 -10%
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$275K +$230K +1,369 +1,201%
TFCP
262
Twin Focus Capital Partners
Massachusetts
$274K
Mitsubishi UFJ Trust & Banking
263
Mitsubishi UFJ Trust & Banking
Japan
$269K +$53.1K +316 +21%
Lido Advisors
264
Lido Advisors
California
$268K +$243K +1,448 New
PCM
265
Palouse Capital Management
Washington
$253K -$3.53K -21 -2%
VFPI
266
Vantage Financial Partners (Illinois)
Illinois
$250K
EVM
267
Eaton Vance Management
Massachusetts
$237K +$215K +1,278 New
PAG
268
Private Advisor Group
New Jersey
$234K +$212K +1,260 New
PHK
269
Point72 Hong Kong
Hong Kong
$224K -$103K -611 -34%
ONB
270
Old National Bancorp
Indiana
$217K +$196K +1,168 New
CNC
271
Canandaigua National Corp
New York
$217K +$196K +1,169 New
CB
272
Commerce Bank
Missouri
$214K +$194K +1,153 New
Vontobel Holding
273
Vontobel Holding
Switzerland
$212K +$192K +1,143 New
Wealthfront Advisers
274
Wealthfront Advisers
California
$207K +$188K +1,119 New
CIC
275
Chase Investment Counsel
Virginia
$201K -$2.75M -16,382 -94%

MKSI Hedge Fund Activity: Q1 2021 in Review

351 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q1 2021, worth a combined $9.81B — up 25% from $7.84B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MKSI positions and 48 closed out — a net gain of 3 holders — while 118 added to existing stakes and 130 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $127M. The largest seller was T. Rowe Price Associates, cutting an estimated $85M.

  • 351 institutional investors held MKS Inc (MKSI) as of Q1 2021, down from 352 in Q4 2020.
  • Funds reported $9.81B of MKS Inc stock for Q1 2021, up 25% quarter-over-quarter.
  • 51 funds opened new MKS Inc positions in Q1 2021 and 48 closed out, a net change of +3 holders.
  • The largest MKS Inc buyer in Q1 2021 was Pictet Asset Management (UK), an estimated $127M added.
  • The largest MKS Inc seller in Q1 2021 was T. Rowe Price Associates, an estimated $85M sold.

Based on aggregated 13F filings for Q1 2021.