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MKS Inc

352 hedge funds and large institutions have $7.84B invested in MKS Inc in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 131 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

37% more capital invested

Capital invested by funds: $5.71B → $7.84B (+$2.14B)

30% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 43

4% more funds holding

Funds holding: 340352 (+12)

0.04% less ownership

Funds ownership: 94.7%94.66% (-0.04%)

3% less call options, than puts

Call options by funds: $39.6M | Put options by funds: $40.8M

17% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 131

Holders
352
Holders Change
+12
Holders Change %
+3.53%
% of All Funds
6.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
56
Increased
109
Reduced
131
Closed
43
Calls
$39.6M
Puts
$40.8M
Net Calls
-$1.15M
Net Calls Change
+$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
326
EARNEST Partners
Georgia
$5K
APA
327
American Portfolios Advisors
New York
$4.36K +$1.31K +10 +53%
MIM
328
Macroview Investment Management
Maryland
$4K -$392 -3 -11%
CFA
329
Carroll Financial Associates
North Carolina
$4K
Rockefeller Capital Management
330
Rockefeller Capital Management
New York
$4K +$2.75K +21 +162%
BCA
331
Berman Capital Advisors
Georgia
$3K
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$3K
NFG
333
Next Financial Group
Texas
$3K
PMFA
334
Plante Moran Financial Advisors
Michigan
$3K
RPWA
335
Regent Peak Wealth Advisors
Georgia
$3K +$2.22K +17 New
PWPS
336
Pinnacle Wealth Planning Services
Ohio
$3K +$2.48K +19 New
SN
337
Sittner & Nelson
Oregon
$3K +$3.01K +23 New
ADL
338
Asset Dedication LLC
California
$2K
PWMG
339
Prestige Wealth Management Group
New Jersey
$2K
TFGT
340
TS Financial Group (TSFG)
Illinois
$2K
FTDI
341
First Trust Direct Indexing
Massachusetts
$2K +$1.44K +11 New
Kayne Anderson Rudnick Investment Management
342
Kayne Anderson Rudnick Investment Management
California
$1K -$10.3K -79 -90%
GWS
343
Glassman Wealth Services
Virginia
$1K
IA
344
IFP Advisors
Florida
$1K
PA
345
Parallel Advisors
California
$1K
PCG
346
Private Capital Group
Connecticut
$1K
VCM
347
Versant Capital Management
Arizona
$1K
FGAM
348
Financial Gravity Asset Management
Texas
$1K +$785 +6 New
OSAM
349
O'Shaughnessy Asset Management
Connecticut
$1K +$1.05K +8 New
TF
350
Tompkins Financial
New York
$1K +$1.18K +9 New

MKSI Hedge Fund Activity: Q4 2020 in Review

352 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q4 2020, worth a combined $7.84B — up 37% from $5.71B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new MKSI positions and 43 closed out — a net gain of 13 holders — while 109 added to existing stakes and 131 trimmed.

The largest buyer was Nuveen, adding an estimated $46M. The largest seller was Invesco, cutting an estimated $57.3M.

  • 352 institutional investors held MKS Inc (MKSI) as of Q4 2020, up from 340 in Q3 2020.
  • Funds reported $7.84B of MKS Inc stock for Q4 2020, up 37% quarter-over-quarter.
  • 56 funds opened new MKS Inc positions in Q4 2020 and 43 closed out, a net change of +13 holders.
  • The largest MKS Inc buyer in Q4 2020 was Nuveen, an estimated $46M added.
  • The largest MKS Inc seller in Q4 2020 was Invesco, an estimated $57.3M sold.

Based on aggregated 13F filings for Q4 2020.