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MKS Inc

344 hedge funds and large institutions have $9.16B invested in MKS Inc in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 123 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $54.1M | Put options by funds: $19.9M

67% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 33

33% more capital invested

Capital invested by funds: $6.91B → $9.16B (+$2.25B)

12% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 110

6% more funds holding

Funds holding: 324344 (+20)

2.46% more ownership

Funds ownership: 100.45%102.91% (+2.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
344
Holders Change
+20
Holders Change %
+6.17%
% of All Funds
4.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
55
Increased
123
Reduced
110
Closed
33
Calls
$54.1M
Puts
$19.9M
Net Calls
+$34.2M
Net Calls Change
+$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
CoreCap Advisors
Michigan
$8.78K +$7.67K +66 New
VWM
302
Venturi Wealth Management
Texas
$8.38K +$4.07K +35 +125%
PFBT
303
Parkside Financial Bank & Trust
Missouri
$8.11K +$5.23K +45 +281%
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$7.71K +$465 +4 +7%
AF
305
Allworth Financial
California
$7.58K
WTC
306
WhitTier Trust Company
Nevada
$7.18K
LC
307
Lindbrook Capital
California
$7.05K +$3.6K +31 +141%
CAL
308
Capital Advisors Ltd
Ohio
$7K
IRC
309
Investors Research Corp
Georgia
$6.92K
CFB
310
Cullen/Frost Bankers
Texas
$6.38K +$5.58K +48 New
BGAI
311
Bruce G. Allen Investments
Colorado
$5.19K
Mitsubishi UFJ Asset Management
312
Mitsubishi UFJ Asset Management
Japan
$5.05K
NS
313
NBC Securities
Alabama
$5K
GJWM
314
Gilliland Jeter Wealth Management
Arkansas
$4.79K +$4.18K +36 New
CA
315
Clearstead Advisors
Ohio
$4.75K -$19.2K -165 -80%
NA
316
NewEdge Advisors
Louisiana
$3.87K -$7.9K -68 -70%
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$3.71K +$3.25K +28 New
QC
318
Quent Capital
New York
$3.59K -$1.05K -9 -25%
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$3.46K
HIA
320
Harbor Investment Advisory
Maryland
$3.33K +$2.9K +25 New
CTC
321
Central Trust Company
Missouri
$2.93K
SS
322
Sunbelt Securities
Texas
$2.79K -$1.63K -14 -40%
OC
323
Oakworth Capital
Alabama
$2.53K
PA
324
Parallel Advisors
California
$2.53K +$232 +2 +12%
PWMG
325
Private Wealth Management Group
New Jersey
$2K

MKSI Hedge Fund Activity: Q1 2024 in Review

344 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q1 2024, worth a combined $9.16B — up 33% from $6.91B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MKSI positions and 33 closed out — a net gain of 22 holders — while 123 added to existing stakes and 110 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $147M. The largest seller was Victory Capital Management, cutting an estimated $66.1M.

  • 344 institutional investors held MKS Inc (MKSI) as of Q1 2024, up from 324 in Q4 2023.
  • Funds reported $9.16B of MKS Inc stock for Q1 2024, up 33% quarter-over-quarter.
  • 55 funds opened new MKS Inc positions in Q1 2024 and 33 closed out, a net change of +22 holders.
  • The largest MKS Inc buyer in Q1 2024 was Nordea Investment Management, an estimated $147M added.
  • The largest MKS Inc seller in Q1 2024 was Victory Capital Management, an estimated $66.1M sold.

Based on aggregated 13F filings for Q1 2024.