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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
MAM
276
Meeder Asset Management
Ohio
$142K +$121K +1,157 +851%
AIM
277
Aigen Investment Management
New York
$132K +$125K +1,197 New
LTFS
278
Ladenburg Thalmann Financial Services
Florida
$127K +$6.29K +60 +6%
PHK
279
Point72 Hong Kong
Hong Kong
$125K +$119K +1,137 New
FDCDDQ
280
Federation des caisses Desjardins du Quebec
Quebec, Canada
$118K -$39.1K -373 -26%
ECM
281
Estabrook Capital Management
New York
$110K
MDCM
282
Morgan Dempsey Capital Management
Wisconsin
$109K -$433K -4,136 -81%
S
283
SignatureFD
Georgia
$93K +$1.47K +14 +2%
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$90K
ASN
285
Advisory Services Network
Georgia
$81K +$45.5K +434 +145%
NFG
286
Next Financial Group
Texas
$71K +$61.8K +590 +1,073%
DCM
287
Dupont Capital Management
Delaware
$68K +$64.4K +615 New
AP
288
Americana Partners
Texas
$62K +$59.2K +565 New
AF
289
Advisornet Financial
Minnesota
$55K
BFEC
290
Benjamin F. Edwards & Company
Missouri
$53K -$9.01K -86 -15%
SBL
291
Sargent Bickham Lagudis
Colorado
$45K
LWCFA
292
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44K
OIA
293
Optimum Investment Advisors
Illinois
$43K -$10.5K -100 -20%
FL
294
Fort LP
Maryland
$42K +$39.7K +379 New
TCWM
295
Total Clarity Wealth Management
Illinois
$41K +$38.8K +370 New
BAM
296
Bellevue Asset Management
Washington
$40K +$38.3K +366 New
SFS
297
Sowell Financial Services
Arkansas
$34K +$3.25K +31 +11%
OSAM
298
O'Shaughnessy Asset Management
Connecticut
$34K +$30.2K +288 +1,600%
EI
299
Ellevest Inc
New York
$33K +$31.7K +303 New
VFA
300
Valeo Financial Advisors
Indiana
$32K -$1.47K -14 -5%

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.