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MKS Inc

350 hedge funds and large institutions have $5.8B invested in MKS Inc in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 109 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 23

84% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $6.43M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more capital invested

Capital invested by funds: $4.99B → $5.8B (+$803M)

14% more funds holding

Funds holding: 307350 (+43)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 113

2.65% less ownership

Funds ownership: 99.3%96.65% (-2.6%)

Holders
350
Holders Change
+43
Holders Change %
+14.01%
% of All Funds
6.9%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
75
Increased
109
Reduced
113
Closed
23
Calls
$11.9M
Puts
$6.43M
Net Calls
+$5.43M
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
326
Balentine LLC
Georgia
$6K
DSC
327
Duncker Streett & Co
Missouri
$6K +$5.87K +56 New
TWA
328
TCI Wealth Advisors
Arizona
$5K -$4.4K -42 -47%
AssetMark Inc
329
AssetMark Inc
California
$5K -$105 -1 -2%
QI
330
QS Investors
New York
$5K
TPCW
331
TD Private Client Wealth
New York
$4.51K +$4.29K +41 New
EARNEST Partners
332
EARNEST Partners
Georgia
$4K
LWA
333
Lenox Wealth Advisors
New York
$4K
LC
334
Lindbrook Capital
California
$3K -$1.89K -18 -38%
FHA
335
Flagship Harbor Advisors
Massachusetts
$3K -$629 -6 -20%
BCA
336
Berman Capital Advisors
Georgia
$3K
CFA
337
Carroll Financial Associates
North Carolina
$3K
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$3K
GT
339
Glenmede Trust
Pennsylvania
$3K
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
$3K +$2.41K +23 New
PA
341
Parallel Advisors
California
$3K +$3.04K +29 New
APA
342
American Portfolios Advisors
New York
$2.09K
PMFA
343
Plante Moran Financial Advisors
Michigan
$2K
ADL
344
Asset Dedication LLC
California
$2K +$1.57K +15 New
RIA
345
Realta Investment Advisors
Delaware
$1K
GEA
346
Glen Eagle Advisors
New Jersey
$440
PHS
347
PFM Health Sciences
California
-$27.8M -301,611 Closed
NI
348
Nuance Investments
Missouri
-$5.69M -61,697 Closed
HCM
349
HMS Capital Management
Tennessee
-$1.37M -17,082 Closed
WMSA
350
Weiss Multi-Strategy Advisers
New York
-$923K -10,000 Closed

MKSI Hedge Fund Activity: Q4 2019 in Review

350 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q4 2019, worth a combined $5.8B — up 16% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new MKSI positions and 23 closed out — a net gain of 52 holders — while 109 added to existing stakes and 113 trimmed.

The largest buyer was Cooke & Bieler, adding an estimated $68.6M. The largest seller was Franklin Resources, cutting an estimated $60.5M.

  • 350 institutional investors held MKS Inc (MKSI) as of Q4 2019, up from 307 in Q3 2019.
  • Funds reported $5.8B of MKS Inc stock for Q4 2019, up 16% quarter-over-quarter.
  • 75 funds opened new MKS Inc positions in Q4 2019 and 23 closed out, a net change of +52 holders.
  • The largest MKS Inc buyer in Q4 2019 was Cooke & Bieler, an estimated $68.6M added.
  • The largest MKS Inc seller in Q4 2019 was Franklin Resources, an estimated $60.5M sold.

Based on aggregated 13F filings for Q4 2019.