We are live on ! Find out more
MKSI icon

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
ST
276
Smithfield Trust
Pennsylvania
$13K
CFGS
277
Concourse Financial Group Securities
Alabama
$13K
RTC
278
Riverview Trust Company
Washington
$12.8K
LC
279
Lindbrook Capital
California
$10.5K +$8K +82 +210%
QL
280
Quarry LP
New York
$10.4K +$11.7K +120 New
HNB
281
Huntington National Bank
Ohio
$9.69K
Group One Trading
282
Group One Trading
Illinois
$9.35K +$10.5K +108 New
AA
283
Ancora Advisors
Ohio
$8.74K
SCA
284
Stonebridge Capital Advisors
Minnesota
$8.65K
AAG
285
Armstrong Advisory Group
Massachusetts
$8.31K
FHA
286
First Horizon Advisors
Tennessee
$7.53K +$1.27K +13 +18%
VCM
287
Versant Capital Management
Arizona
$7.36K +$293 +3 +4%
PA
288
Parallel Advisors
California
$7.02K -$780 -8 -9%
EWA
289
EverSource Wealth Advisors
Alabama
$7.01K
CA
290
Clearstead Advisors
Ohio
$6.92K +$7.8K +80 New
GWS
291
Glassman Wealth Services
Virginia
$6.75K
PFBT
292
Parkside Financial Bank & Trust
Missouri
$6.32K +$1.46K +15 +26%
C
293
Covestor
United Kingdom
$6K -$10.8K -111 -62%
BFEC
294
Benjamin F. Edwards & Company
Missouri
$6K
AF
295
Allworth Financial
California
$5.8K +$780 +8 +14%
VWM
296
Venturi Wealth Management
Texas
$5.63K +$6.34K +65 New
CAL
297
Capital Advisors Ltd
Ohio
$5K
WTC
298
WhitTier Trust Company
Nevada
$4.76K
DCM
299
Davidson Capital Management
Texas
$4.67K +$293 +3 +6%
IRC
300
Investors Research Corp
Georgia
$4.5K

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.