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MKS Inc

351 hedge funds and large institutions have $9.81B invested in MKS Inc in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 118 increasing their positions, 130 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $7.84B → $9.81B (+$1.96B)

1.34% more ownership

Funds ownership: 94.66%96% (+1.3%)

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

0% less funds holding

Funds holding: 352351 (-1)

9% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 130

32% less call options, than puts

Call options by funds: $29M | Put options by funds: $42.8M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
351
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
6.16%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
51
Increased
118
Reduced
130
Closed
48
Calls
$29M
Puts
$42.8M
Net Calls
-$13.8M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
326
Solstein Capital
California
$7K +$6.05K +36 New
CFA
327
Carroll Financial Associates
North Carolina
$6K
EARNEST Partners
328
EARNEST Partners
Georgia
$6K
APA
329
American Portfolios Advisors
New York
$5.38K
CWC
330
Carolinas Wealth Consulting
North Carolina
$5K +$4.54K +27 New
SWG
331
Summit Wealth Group
Vermont
$5K +$4.71K +28 New
MIM
332
Macroview Investment Management
Maryland
$4K -$336 -2 -8%
BCA
333
Berman Capital Advisors
Georgia
$4K
NFG
334
Next Financial Group
Texas
$4K
PMFA
335
Plante Moran Financial Advisors
Michigan
$4K
Nisa Investment Advisors
336
Nisa Investment Advisors
Missouri
$3.42K -$134K -800 -4%
Rockefeller Capital Management
337
Rockefeller Capital Management
New York
$3K -$1.85K -11 -32%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$3K
PWMG
339
Prestige Wealth Management Group
New Jersey
$2K
GWS
340
Glassman Wealth Services
Virginia
$2K +$336 +2 +29%
PA
341
Parallel Advisors
California
$2K +$1.18K +7 +175%
TC
342
Truvestments Capital
Florida
$2K +$2.02K +12 New
IA
343
IFP Advisors
Florida
$1K
OSAM
344
O'Shaughnessy Asset Management
Connecticut
$1K
PCG
345
Private Capital Group
Connecticut
$1K
VCM
346
Versant Capital Management
Arizona
$1K
MWP
347
Meridian Wealth Partners
Pennsylvania
$1K +$504 +3 New
TPCW
348
TD Private Client Wealth
New York
$927
FGAM
349
Financial Gravity Asset Management
Texas
$895 -$168 -1 -17%
SIS
350
Sound Income Strategies
Florida
$556

MKSI Hedge Fund Activity: Q1 2021 in Review

351 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q1 2021, worth a combined $9.81B — up 25% from $7.84B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MKSI positions and 48 closed out — a net gain of 3 holders — while 118 added to existing stakes and 130 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $127M. The largest seller was T. Rowe Price Associates, cutting an estimated $85M.

  • 351 institutional investors held MKS Inc (MKSI) as of Q1 2021, down from 352 in Q4 2020.
  • Funds reported $9.81B of MKS Inc stock for Q1 2021, up 25% quarter-over-quarter.
  • 51 funds opened new MKS Inc positions in Q1 2021 and 48 closed out, a net change of +3 holders.
  • The largest MKS Inc buyer in Q1 2021 was Pictet Asset Management (UK), an estimated $127M added.
  • The largest MKS Inc seller in Q1 2021 was T. Rowe Price Associates, an estimated $85M sold.

Based on aggregated 13F filings for Q1 2021.