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MKS Inc

351 hedge funds and large institutions have $9.81B invested in MKS Inc in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 118 increasing their positions, 130 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $7.84B → $9.81B (+$1.96B)

1.34% more ownership

Funds ownership: 94.66%96% (+1.3%)

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

0% less funds holding

Funds holding: 352351 (-1)

9% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 130

32% less call options, than puts

Call options by funds: $29M | Put options by funds: $42.8M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
351
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
6.16%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
51
Increased
118
Reduced
130
Closed
48
Calls
$29M
Puts
$42.8M
Net Calls
-$13.8M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GFP
301
Gryphon Financial Partners
Ohio
$44K +$39.5K +235 New
HIIFS
302
Harel Insurance Investments & Financial Services
Israel
$40K -$3.02K -18 -22%
WAP
303
Wealthcare Advisory Partners
Pennsylvania
$40K +$36.5K +217 New
MDCM
304
Morgan Dempsey Capital Management
Wisconsin
$39K -$29.6K -176 -45%
LF
305
Lee Financial
Texas
$36K
ST
306
Smithfield Trust
Pennsylvania
$36K
PFBT
307
Parkside Financial Bank & Trust
Missouri
$36K +$6.05K +36 +23%
GAM
308
Gemmer Asset Management
California
$28K
RMC
309
Resources Management Corp
Connecticut
$24K
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$22K +$5.04K +30 +33%
MA
311
MUFG Americas
New York
$22K +$20K +119 New
HI
312
Harbour Investments
Wisconsin
$19K +$17K +101 New
AIG
313
American International Group
New York
$18.6K +$86.6K +515 +0.5%
BMD
314
Better Money Decisions
New Mexico
$17K +$15.1K +90 New
ETC
315
Exchange Traded Concepts
Oklahoma
$16K -$22.4K -133 -60%
EI
316
Ellevest Inc
New York
$16K -$5.38K -32 -27%
SAI
317
Systematic Alpha Investments
New Jersey
$14K
AssetMark Inc
318
AssetMark Inc
California
$10K +$1.85K +11 +27%
BFEC
319
Benjamin F. Edwards & Company
Missouri
$9K
CHA
320
Carmichael Hill & Associates
Maryland
$9K
IAIM
321
International Assets Investment Management
Florida
$8K
TWA
322
TCI Wealth Advisors
Arizona
$8K
TFM
323
TFC Financial Management
Massachusetts
$8K
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$8K +$6.89K +41 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
325
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7K -$978K -5,821 -99%

MKSI Hedge Fund Activity: Q1 2021 in Review

351 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q1 2021, worth a combined $9.81B — up 25% from $7.84B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MKSI positions and 48 closed out — a net gain of 3 holders — while 118 added to existing stakes and 130 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $127M. The largest seller was T. Rowe Price Associates, cutting an estimated $85M.

  • 351 institutional investors held MKS Inc (MKSI) as of Q1 2021, down from 352 in Q4 2020.
  • Funds reported $9.81B of MKS Inc stock for Q1 2021, up 25% quarter-over-quarter.
  • 51 funds opened new MKS Inc positions in Q1 2021 and 48 closed out, a net change of +3 holders.
  • The largest MKS Inc buyer in Q1 2021 was Pictet Asset Management (UK), an estimated $127M added.
  • The largest MKS Inc seller in Q1 2021 was T. Rowe Price Associates, an estimated $85M sold.

Based on aggregated 13F filings for Q1 2021.