We are live on ! Find out more
MKSI icon

MKS Inc

419 hedge funds and large institutions have $7.36B invested in MKS Inc in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 170 increasing their positions, 129 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,125% more call options, than puts

Call options by funds: $197M | Put options by funds: $16M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 129

26% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 53

3.93% more ownership

Funds ownership: 100.79%104.72% (+3.9%)

2% more funds holding

Funds holding: 409419 (+10)

0% less capital invested

Capital invested by funds: $7.37B → $7.36B (-$6.53M)

Holders
419
Holders Change
+10
Holders Change %
+2.44%
% of All Funds
5.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
67
Increased
170
Reduced
129
Closed
53
Calls
$197M
Puts
$16M
Net Calls
+$180M
Net Calls Change
-$6.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DP
301
Dundas Partners
United Kingdom
$229K +$22.1K +205 +10%
AAS
302
Avantax Advisory Services
Texas
$224K +$10.5K +97 +5%
B
303
Bailard
California
$219K +$227K +2,100 New
NWAG
304
Net Worth Advisory Group
Utah
$216K -$1.51K -14 -0.7%
CIBC Asset Management
305
CIBC Asset Management
Ontario, Canada
$216K +$11.1K +103 +5%
CWM
306
Congress Wealth Management
Massachusetts
$215K -$504K -4,665 -69%
RBC
307
Romano Brothers & Co
Illinois
$215K
CI Investments Inc
308
CI Investments Inc
Ontario, Canada
$204K +$157K +1,459 +293%
SI
309
Seeds Investor
New York
$202K -$101K -938 -33%
FTWA
310
Fifth Third Wealth Advisors
Ohio
$201K
NAAA
311
New Age Alpha Advisors
New York
$194K +$200K +1,854 New
Jones Financial Companies
312
Jones Financial Companies
Missouri
$187K +$41.6K +385 +27%
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$163K -$409K -3,786 -71%
SAM
314
Smartleaf Asset Management
Massachusetts
$151K +$31.4K +291 +25%
Mirae Asset Global ETFs Holdings
315
Mirae Asset Global ETFs Holdings
Hong Kong
$131K -$3.67K -34 -3%
GI
316
GAMMA Investing
California
$118K +$38.8K +359 +47%
1IA
317
1620 Investment Advisors
Massachusetts
$105K +$108 +1 +0.1%
SC
318
SouthState Corp
Florida
$104K
WT
319
Whittier Trust
California
$102K +$105K +977 New
MCM
320
MAI Capital Management
Ohio
$91.3K +$94.4K +875 New
ACM
321
Aster Capital Management
United Arab Emirates
$88.7K +$91.7K +850 New
QL
322
Quarry LP
New York
$82.2K +$79K +732 +1,331%
PEAK6
323
PEAK6
Illinois
$80.4K +$83.1K +770 New
UB
324
UMB Bank
Missouri
$59.7K +$24.1K +223 +64%
HFM
325
Harvest Fund Management
China
$52K +$53.8K +498 +24,900%

MKSI Hedge Fund Activity: Q4 2024 in Review

419 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q4 2024, worth a combined $7.36B — down 0.09% from $7.37B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new MKSI positions and 53 closed out — a net gain of 14 holders — while 170 added to existing stakes and 129 trimmed.

The largest buyer was Shapiro Capital Management, opening a new position worth an estimated $49.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $101M.

  • 419 institutional investors held MKS Inc (MKSI) as of Q4 2024, up from 409 in Q3 2024.
  • Funds reported $7.36B of MKS Inc stock for Q4 2024, down 0.09% quarter-over-quarter.
  • 67 funds opened new MKS Inc positions in Q4 2024 and 53 closed out, a net change of +14 holders.
  • The largest MKS Inc buyer in Q4 2024 was Shapiro Capital Management, an estimated $49.9M added.
  • The largest MKS Inc seller in Q4 2024 was T. Rowe Price Associates, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2024.