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MKS Inc

356 hedge funds and large institutions have $4.83B invested in MKS Inc in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 110 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 110

5% less funds holding

Funds holding: 373356 (-17)

7.39% less ownership

Funds ownership: 95.5%88.11% (-7.4%)

11% less capital invested

Capital invested by funds: $5.44B → $4.83B (-$606M)

22% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 59

22% less call options, than puts

Call options by funds: $16M | Put options by funds: $20.5M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
356
Holders Change
-17
Holders Change %
-4.56%
% of All Funds
6.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
46
Increased
155
Reduced
110
Closed
59
Calls
$16M
Puts
$20.5M
Net Calls
-$4.53M
Net Calls Change
-$9.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$120K +$129K +1,253 +639%
FNA
277
First National Advisers
Nebraska
$115K +$143K +1,386 New
QCG
278
Quadrant Capital Group
Ohio
$113K +$39.7K +386 +39%
IA
279
IFP Advisors
Florida
$102K +$3.6K +35 +5%
MAM
280
Meeder Asset Management
Ohio
$101K +$32.1K +312 +34%
IUHSA
281
Itau Unibanco Holding S.A.
Brazil
$98K +$122K +1,185 New
C
282
Covestor
United Kingdom
$94K +$18.9K +184 +19%
OIA
283
Optimum Investment Advisors
Illinois
$91K -$56.6K -550 -33%
SC
284
SouthState Corp
Florida
$83K
National Bank of Canada
285
National Bank of Canada
Quebec, Canada
$73K +$33.4K +324 +58%
ECM
286
Estabrook Capital Management
New York
$70.2K
O
287
Ossiam
France
$68K +$84.3K +819 New
WFA
288
Wipfli Financial Advisors
Wisconsin
$56K +$70K +680 New
APA
289
American Portfolios Advisors
New York
$49K -$10.1K -98 -14%
AF
290
Advisornet Financial
Minnesota
$46K +$6.38K +62 +12%
TWM
291
Tradition Wealth Management
Minnesota
$44K +$54.9K +533 New
HFM
292
Hartford Financial Management
Connecticut
$39K
SBL
293
Sargent Bickham Lagudis
Colorado
$34K
BBHC
294
Brown Brothers Harriman & Co
New York
$33K +$34.8K +338 +573%
FAM
295
Fred Alger Management
New York
$27K
NCA
296
New Century Advisors
Maryland
$26K +$515 +5 +2%
GWM
297
Geneos Wealth Management
Colorado
$23K
KFP
298
KB Financial Partners
New Jersey
$22K
PA
299
Parallel Advisors
California
$22K +$13.3K +129 +90%
Mitsubishi UFJ Trust & Banking
300
Mitsubishi UFJ Trust & Banking
Japan
$21K +$25.8K +251 New

MKSI Hedge Fund Activity: Q3 2022 in Review

356 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q3 2022, worth a combined $4.83B — down 11% from $5.44B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of MKSI and 46 opened new positions — a net loss of 13 holders — while 110 trimmed existing stakes and 155 added.

The largest buyer was Carlyle Group, opening a new position worth an estimated $349M. The largest seller was Wellington Management Group, cutting an estimated $67.5M.

  • 356 institutional investors held MKS Inc (MKSI) as of Q3 2022, down from 373 in Q2 2022.
  • Funds reported $4.83B of MKS Inc stock for Q3 2022, down 11% quarter-over-quarter.
  • 46 funds opened new MKS Inc positions in Q3 2022 and 59 closed out, a net change of -13 holders.
  • The largest MKS Inc buyer in Q3 2022 was Carlyle Group, an estimated $349M added.
  • The largest MKS Inc seller in Q3 2022 was Wellington Management Group, an estimated $67.5M sold.

Based on aggregated 13F filings for Q3 2022.