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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
PCIA
301
Prime Capital Investment Advisors
Kansas
$30K +$838 +8 +3%
Group One Trading
302
Group One Trading
Illinois
$30K +$27.4K +262 +2,183%
SIAS
303
Shine Investment Advisory Services
Colorado
$28K
GWM
304
Geneos Wealth Management
Colorado
$27K
IUHSA
305
Itau Unibanco Holding S.A.
Brazil
$26K +$24.9K +238 New
WAP
306
Wealthcare Advisory Partners
Pennsylvania
$23K
QCG
307
Quadrant Capital Group
Ohio
$22K +$1.99K +19 +10%
CIA
308
CSat Investment Advisory
Michigan
$21K +$2.51K +24 +14%
OPS
309
Orion Portfolio Solutions
Nebraska
$18K +$17.6K +168 New
GAM
310
Gemmer Asset Management
California
$17K -$8.07K -77 -33%
PFBT
311
Parkside Financial Bank & Trust
Missouri
$17K +$15.8K +151 New
AWA
312
Artemis Wealth Advisors
New York
$16.8K +$16K +153 New
PA
313
Procyon Advisors
Connecticut
$16K +$14.8K +141 New
KPW
314
Kore Private Wealth
New York
$16K +$15.6K +149 New
OAM
315
Oppenheimer Asset Management
New York
$15K -$15.3K -146 -53%
RMC
316
Resources Management Corp
Connecticut
$14K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
317
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12K +$11.8K +113 New
SPIA
318
Steward Partners Investment Advisory
New York
$11K -$7.75K -74 -42%
HPC
319
HM Payson & Co
Maine
$11K
HNB
320
Huntington National Bank
Ohio
$10K -$3.88K -37 -30%
TFS
321
TrustCore Financial Services
Tennessee
$9K
WTC
322
WhitTier Trust Company
Nevada
$9K
Rockefeller Capital Management
323
Rockefeller Capital Management
New York
$8K +$6.08K +58 +414%
CBT
324
Capital Bank & Trust
California
$8K +$7.96K +76 New
VCM
325
Versant Capital Management
Arizona
$7K -$210 -2 -3%

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.