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MKS Inc

352 hedge funds and large institutions have $7.84B invested in MKS Inc in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 131 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

37% more capital invested

Capital invested by funds: $5.71B → $7.84B (+$2.14B)

30% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 43

4% more funds holding

Funds holding: 340352 (+12)

0.04% less ownership

Funds ownership: 94.7%94.66% (-0.04%)

3% less call options, than puts

Call options by funds: $39.6M | Put options by funds: $40.8M

17% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 131

Holders
352
Holders Change
+12
Holders Change %
+3.53%
% of All Funds
6.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
56
Increased
109
Reduced
131
Closed
43
Calls
$39.6M
Puts
$40.8M
Net Calls
-$1.15M
Net Calls Change
+$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
301
Sowell Financial Services
Arkansas
$35K
Acadian Asset Management
302
Acadian Asset Management
Massachusetts
$35K +$30.2K +231 New
SPIA
303
Steward Partners Investment Advisory
New York
$34K -$66.6K -509 -69%
ETC
304
Exchange Traded Concepts
Oklahoma
$33K +$28.8K +220 New
VCG
305
Vantage Consulting Group
Virginia
$30K +$26K +199 New
LF
306
Lee Financial
Texas
$29K
ST
307
Smithfield Trust
Pennsylvania
$29K
PFBT
308
Parkside Financial Bank & Trust
Missouri
$23K -$3.79K -29 -16%
GAM
309
Gemmer Asset Management
California
$23K
RMC
310
Resources Management Corp
Connecticut
$20K
EI
311
Ellevest Inc
New York
$18K -$154K -1,175 -91%
CAPTRUST Financial Advisors
312
CAPTRUST Financial Advisors
North Carolina
$17K +$523 +4 +4%
AIG
313
American International Group
New York
$15K -$208K -1,590 -2%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$14K +$7.85K +60 +200%
OIM
315
Oder Investment Management
California
$14K +$12.6K +96 New
MAM
316
Meeder Asset Management
Ohio
$12K -$458K -3,501 -98%
ASN
317
Advisory Services Network
Georgia
$11K -$31.3K -239 -77%
SAI
318
Systematic Alpha Investments
New Jersey
$11K +$9.81K +75 New
BFEC
319
Benjamin F. Edwards & Company
Missouri
$8K
IAIM
320
International Assets Investment Management
Florida
$8K +$6.54K +50 New
CHA
321
Carmichael Hill & Associates
Maryland
$7K
CCA
322
Childress Capital Advisors
Texas
$7K +$5.76K +44 New
AssetMark Inc
323
AssetMark Inc
California
$6K
TWA
324
TCI Wealth Advisors
Arizona
$6K
TFM
325
TFC Financial Management
Massachusetts
$6K

MKSI Hedge Fund Activity: Q4 2020 in Review

352 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q4 2020, worth a combined $7.84B — up 37% from $5.71B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new MKSI positions and 43 closed out — a net gain of 13 holders — while 109 added to existing stakes and 131 trimmed.

The largest buyer was Nuveen, adding an estimated $46M. The largest seller was Invesco, cutting an estimated $57.3M.

  • 352 institutional investors held MKS Inc (MKSI) as of Q4 2020, up from 340 in Q3 2020.
  • Funds reported $7.84B of MKS Inc stock for Q4 2020, up 37% quarter-over-quarter.
  • 56 funds opened new MKS Inc positions in Q4 2020 and 43 closed out, a net change of +13 holders.
  • The largest MKS Inc buyer in Q4 2020 was Nuveen, an estimated $46M added.
  • The largest MKS Inc seller in Q4 2020 was Invesco, an estimated $57.3M sold.

Based on aggregated 13F filings for Q4 2020.