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MKS Inc

319 hedge funds and large institutions have $7.32B invested in MKS Inc in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 104 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $22.3M | Put options by funds: $11.9M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

23% more capital invested

Capital invested by funds: $5.94B → $7.32B (+$1.38B)

15% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 104

0.92% more ownership

Funds ownership: 100.61%101.53% (+0.92%)

8% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 49

1% less funds holding

Funds holding: 323319 (-4)

Holders
319
Holders Change
-4
Holders Change %
-1.24%
% of All Funds
5.01%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
45
Increased
120
Reduced
104
Closed
49
Calls
$22.3M
Puts
$11.9M
Net Calls
+$10.4M
Net Calls Change
+$5.46M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
276
Concourse Financial Group Securities
Alabama
$16.2K
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$16.1K +$9.34K +102 +217%
RTC
278
Riverview Trust Company
Washington
$16K
HNB
279
Huntington National Bank
Ohio
$12.1K +$7.32K +80 +250%
FDCC
280
Foster Dykema Cabot & Co
Massachusetts
$11K +$9.24K +101 New
AA
281
Ancora Advisors
Ohio
$10.9K
SCA
282
Stonebridge Capital Advisors
Minnesota
$10.8K
AAG
283
Armstrong Advisory Group
Massachusetts
$10.4K
PA
284
Parallel Advisors
California
$9.63K +$1.37K +15 +20%
VCM
285
Versant Capital Management
Arizona
$8.86K +$4.39K +48 +141%
EWA
286
EverSource Wealth Advisors
Alabama
$8.76K +$6.13K +67 +479%
GWS
287
Glassman Wealth Services
Virginia
$8.43K
BFEC
288
Benjamin F. Edwards & Company
Missouri
$8K
FHA
289
First Horizon Advisors
Tennessee
$8K
AF
290
Allworth Financial
California
$6.38K +$458 +5 +9%
PFBT
291
Parkside Financial Bank & Trust
Missouri
$6.27K -$183 -2 -3%
CAL
292
Capital Advisors Ltd
Ohio
$6K -$458 -5 -8%
WTC
293
WhitTier Trust Company
Nevada
$5.95K +$275 +3 +6%
IRC
294
Investors Research Corp
Georgia
$5.62K
DCM
295
Davidson Capital Management
Texas
$5.51K +$1.19K +13 +34%
BIA
296
Bell Investment Advisors
California
$4.43K -$549 -6 -13%
LC
297
Lindbrook Capital
California
$4.22K +$1.56K +17 +77%
EARNEST Partners
298
EARNEST Partners
Georgia
$3.78K
SS
299
Sunbelt Securities
Texas
$3.78K +$1.92K +21 +150%
PMFA
300
Plante Moran Financial Advisors
Michigan
$3.03K +$732 +8 +40%

MKSI Hedge Fund Activity: Q2 2023 in Review

319 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q2 2023, worth a combined $7.32B — up 23% from $5.94B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of MKSI and 45 opened new positions — a net loss of 4 holders — while 104 trimmed existing stakes and 120 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $156M. The largest seller was Carlyle Group, cutting an estimated $458M.

  • 319 institutional investors held MKS Inc (MKSI) as of Q2 2023, down from 323 in Q1 2023.
  • Funds reported $7.32B of MKS Inc stock for Q2 2023, up 23% quarter-over-quarter.
  • 45 funds opened new MKS Inc positions in Q2 2023 and 49 closed out, a net change of -4 holders.
  • The largest MKS Inc buyer in Q2 2023 was T. Rowe Price Associates, an estimated $156M added.
  • The largest MKS Inc seller in Q2 2023 was Carlyle Group, an estimated $458M sold.

Based on aggregated 13F filings for Q2 2023.