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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
Allspring Global Investments
301
Allspring Global Investments
North Carolina
$2.92K -$315K -3,443 -99%
FMII
302
Farmers & Merchants Investments Inc
Nebraska
$2.81K
PTC
303
Private Trust Company
Ohio
$2.59K
QC
304
Quent Capital
New York
$2.49K
FFA
305
Farther Finance Advisors
California
$2.49K +$1.92K +21 +1,050%
BTI
306
Blue Trust Inc
Georgia
$2K -$30.8K -337 -95%
PO
307
Private Ocean
California
$1.97K
NA
308
NewEdge Advisors
Louisiana
$1.73K +$1.47K +16 New
PWMG
309
Prestige Wealth Management Group
New Jersey
$1.19K
BAAM
310
Baker Avenue Asset Management
California
$1.08K +$458 +5 +100%
TFA
311
Transamerica Financial Advisors
Florida
$1K
IA
312
IFP Advisors
Florida
$973 -$8.33K -91 -91%
IPW
313
Impact Partnership Wealth
Georgia
$973 +$824 +9 New
DA
314
Denali Advisors
California
$757
CFD
315
Creative Financial Designs
Indiana
$757 +$641 +7 New
2L
316
25 LLC
Missouri
$548 +$458 +5 New
SIC
317
SJS Investment Consulting
Ohio
$433
JWA
318
JFS Wealth Advisors
Pennsylvania
$325
JWM
319
Janiczek Wealth Management
Colorado
$109
Renaissance Technologies
320
Renaissance Technologies
New York
-$20.3M -229,203 Closed
HF
321
HRT Financial
New York
-$6.22M -70,207 Closed
Qube Research & Technologies (QRT)
322
Qube Research & Technologies (QRT)
United Kingdom
-$5.04M -56,913 Closed
Two Sigma Advisers
323
Two Sigma Advisers
New York
-$4.04M -45,576 Closed
HCMT
324
Highland Capital Management (Tennessee)
Tennessee
-$2.64M -29,756 Closed
CSS
325
Cubist Systematic Strategies
Connecticut
-$2.56M -27,970 Closed

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.