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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
BAAM
301
Baker Avenue Asset Management
California
$4.24K +$3.8K +39 +390%
Allspring Global Investments
302
Allspring Global Investments
North Carolina
$3.81K +$1.66K +17 +63%
BIA
303
Bell Investment Advisors
California
$3.55K
Mitsubishi UFJ Asset Management
304
Mitsubishi UFJ Asset Management
Japan
$3.29K +$3.71K +38 New
EARNEST Partners
305
EARNEST Partners
Georgia
$3.03K
SS
306
Sunbelt Securities
Texas
$3.03K
NS
307
NBC Securities
Alabama
$3K +$4.19K +43 New
FFA
308
Farther Finance Advisors
California
$2.34K +$390 +4 +17%
FMII
309
Farmers & Merchants Investments Inc
Nebraska
$2.25K
ETC
310
Exchange Traded Concepts
Oklahoma
$2.08K +$2.34K +24 New
QC
311
Quent Capital
New York
$1.99K
CTC
312
Central Trust Company
Missouri
$1.9K +$2.15K +22 New
TCOV
313
Trust Company of Vermont
Vermont
$1.56K -$146K -1,499 -99%
BTI
314
Blue Trust Inc
Georgia
$1K -$878 -9 -56%
TFA
315
Transamerica Financial Advisors
Florida
$1K
PWMG
316
Prestige Wealth Management Group
New Jersey
$952
PTC
317
Private Trust Company
Ohio
$779 -$1.46K -15 -63%
IPW
318
Impact Partnership Wealth
Georgia
$779
KFS
319
Kelly Financial Services
Massachusetts
$692 +$780 +8 New
CFD
320
Creative Financial Designs
Indiana
$606
SIC
321
SJS Investment Consulting
Ohio
$347
JWA
322
JFS Wealth Advisors
Pennsylvania
$260
JWM
323
Janiczek Wealth Management
Colorado
$87
William Blair Investment Management
324
William Blair Investment Management
Illinois
-$111M -1,028,945 Closed
RCMU
325
Rokos Capital Management (UK)
United Kingdom
-$6.43M -60,000 Closed

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.