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MKS Inc

393 hedge funds and large institutions have $5.99B invested in MKS Inc in 2018 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 139 increasing their positions, 150 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 39

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

24% more capital invested

Capital invested by funds: $4.84B → $5.99B (+$1.15B)

15% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $10.5M

8% more funds holding

Funds holding: 363393 (+30)

0.82% more ownership

Funds ownership: 94.3%95.12% (+0.82%)

7% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 150

Holders
393
Holders Change
+30
Holders Change %
+8.26%
% of All Funds
9.01%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
77
Increased
139
Reduced
150
Closed
39
Calls
$12.1M
Puts
$10.5M
Net Calls
+$1.55M
Net Calls Change
+$5.31M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
326
CIBC Asset Management
Ontario, Canada
$223K +$211K +1,925 New
FCBT
327
First Citizens Bank & Trust
North Carolina
$210K +$199K +1,816 New
AP
328
Advisor Partners
California
$209K -$13.3K -121 -6%
Creative Planning
329
Creative Planning
Kansas
$208K +$197K +1,798 New
OIA
330
Optimum Investment Advisors
Illinois
$202K +$192K +1,750 New
AIM
331
Advantage Investment Management
Iowa
$195K
APA
332
American Portfolios Advisors
New York
$190K +$180K +1,641 New
YWP
333
YorkBridge Wealth Partners
New York
$163K +$131K +1,197 +620%
MAM
334
Meeder Asset Management
Ohio
$152K +$27.3K +249 +23%
Acadian Asset Management
335
Acadian Asset Management
Massachusetts
$145K +$138K +1,253 New
HNB
336
Huntington National Bank
Ohio
$138K +$130K +1,187 +29,675%
DZ Bank
337
DZ Bank
Germany
$127K +$121K +1,100 New
KF
338
Krilogy Financial
Missouri
$116K -$57.6K -525 -34%
ECM
339
Estabrook Capital Management
New York
$116K
AWM
340
Avior Wealth Management
Nebraska
$105K +$99.9K +910 New
AP
341
Advisors Preferred
Maryland
$92K +$87.4K +796 New
SWP
342
Stratos Wealth Partners
Ohio
$82K +$27.1K +247 +54%
OWA
343
One Wealth Advisors
California
$79K +$74.7K +680 New
PCG
344
Private Capital Group
Connecticut
$64K +$24.2K +220 +65%
C
345
Cerebellum
California
$63K -$30.1K -274 -33%
AF
346
Advisornet Financial
Minnesota
$58K
FPFS
347
First Personal Financial Services
North Carolina
$54K +$17.7K +161 +52%
SBL
348
Sargent Bickham Lagudis
Colorado
$48K
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$47K -$220 -2 -0.5%
GWM
350
Geneos Wealth Management
Colorado
$44K -$7.36K -67 -15%

MKSI Hedge Fund Activity: Q1 2018 in Review

393 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q1 2018, worth a combined $5.99B — up 24% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new MKSI positions and 39 closed out — a net gain of 38 holders — while 139 added to existing stakes and 150 trimmed.

The largest buyer was Congress Asset Management, opening a new position worth an estimated $83.3M. The largest seller was Dimensional Fund Advisors, cutting an estimated $42M.

  • 393 institutional investors held MKS Inc (MKSI) as of Q1 2018, up from 363 in Q4 2017.
  • Funds reported $5.99B of MKS Inc stock for Q1 2018, up 24% quarter-over-quarter.
  • 77 funds opened new MKS Inc positions in Q1 2018 and 39 closed out, a net change of +38 holders.
  • The largest MKS Inc buyer in Q1 2018 was Congress Asset Management, an estimated $83.3M added.
  • The largest MKS Inc seller in Q1 2018 was Dimensional Fund Advisors, an estimated $42M sold.

Based on aggregated 13F filings for Q1 2018.