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MKS Inc

323 hedge funds and large institutions have $5.8B invested in MKS Inc in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 94 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 94

14% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 42

1% more funds holding

Funds holding: 319323 (+4)

1% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $12.9M

1.29% less ownership

Funds ownership: 101.53%100.24% (-1.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less capital invested

Capital invested by funds: $7.32B → $5.8B (-$1.52B)

Holders
323
Holders Change
+4
Holders Change %
+1.25%
% of All Funds
5.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
48
Increased
122
Reduced
94
Closed
42
Calls
$13.1M
Puts
$12.9M
Net Calls
+$190K
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
251
MML Investors Services
Massachusetts
$207K +$20.9K +214 +10%
SDIC
252
South Dakota Investment Council
South Dakota
$180K -$1.64M -16,870 -89%
DP
253
Dundas Partners
United Kingdom
$172K
Macquarie Group
254
Macquarie Group
Australia
$157K -$19.2K -197 -10%
SG Americas Securities
255
SG Americas Securities
New York
$131K +$147K +1,511 New
CMF
256
Counterpoint Mutual Funds
California
$93.3K +$105K +1,078 New
SC
257
SouthState Corp
Florida
$86.5K
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$81K +$1.95K +20 +2%
KBC Group
259
KBC Group
Belgium
$81K +$91.8K +941 New
S
260
SignatureFD
Georgia
$80.3K +$16.4K +168 +22%
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$76.6K -$13.4K -137 -13%
OIA
262
Optimum Investment Advisors
Illinois
$71.8K -$75.1K -770 -48%
QCG
263
Quadrant Capital Group
Ohio
$63.3K +$9.36K +96 +15%
JFGIW
264
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51.2K -$87.4K -896 -60%
ECM
265
Estabrook Capital Management
New York
$43.3K
HFM
266
Hartford Financial Management
Connecticut
$40.9K
GRP
267
Global Retirement Partners
California
$38.6K +$4.19K +43 +11%
GWM
268
Geneos Wealth Management
Colorado
$33.2K +$9.75K +100 +35%
CI Investments Inc
269
CI Investments Inc
Ontario, Canada
$28K +$683 +7 +2%
KFP
270
KB Financial Partners
New Jersey
$27K
Nomura Asset Management
271
Nomura Asset Management
Japan
$25.1K
CMP
272
Coston McIsaac & Partners
Maine
$20K
SPIA
273
Steward Partners Investment Advisory
New York
$19.6K
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$18.7K +$6.53K +67 +45%
UB
275
UMB Bank
Missouri
$16.3K

MKSI Hedge Fund Activity: Q3 2023 in Review

323 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q3 2023, worth a combined $5.8B — down 21% from $7.32B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MKSI positions and 42 closed out — a net gain of 6 holders — while 122 added to existing stakes and 94 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $114M. The largest seller was Capital International Investors, cutting an estimated $156M.

  • 323 institutional investors held MKS Inc (MKSI) as of Q3 2023, up from 319 in Q2 2023.
  • Funds reported $5.8B of MKS Inc stock for Q3 2023, down 21% quarter-over-quarter.
  • 48 funds opened new MKS Inc positions in Q3 2023 and 42 closed out, a net change of +6 holders.
  • The largest MKS Inc buyer in Q3 2023 was T. Rowe Price Associates, an estimated $114M added.
  • The largest MKS Inc seller in Q3 2023 was Capital International Investors, an estimated $156M sold.

Based on aggregated 13F filings for Q3 2023.