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MKS Inc

344 hedge funds and large institutions have $9.16B invested in MKS Inc in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 123 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $54.1M | Put options by funds: $19.9M

67% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 33

33% more capital invested

Capital invested by funds: $6.91B → $9.16B (+$2.25B)

12% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 110

6% more funds holding

Funds holding: 324344 (+20)

2.46% more ownership

Funds ownership: 100.45%102.91% (+2.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
344
Holders Change
+20
Holders Change %
+6.17%
% of All Funds
4.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
55
Increased
123
Reduced
110
Closed
33
Calls
$54.1M
Puts
$19.9M
Net Calls
+$34.2M
Net Calls Change
+$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
326
Bell Investment Advisors
California
$1.73K
WIM
327
Westside Investment Management
California
$1.59K
PWMG
328
Prestige Wealth Management Group
New Jersey
$1.46K
A
329
AlphaQuest
New York
$1.33K -$40.1K -345 -97%
KFS
330
Kelly Financial Services
Massachusetts
$1.2K -$116 -1 -10%
TFA
331
Transamerica Financial Advisors
Florida
$1K
MIFH
332
Migdal Insurance & Financial Holdings
Israel
$1K +$581 +5 New
SSG
333
Summit Securities Group
New York
$1K +$930 +8 New
CFD
334
Creative Financial Designs
Indiana
$931
FFA
335
Farther Finance Advisors
California
$928
CA
336
Continuum Advisory
Idaho
$766 +$697 +6 New
BTI
337
Blue Trust Inc
Georgia
$532 -$6.86K -59 -94%
BBHC
338
Brown Brothers Harriman & Co
New York
$399 +$349 +3 New
SIC
339
SJS Investment Consulting
Ohio
$266
JWM
340
Janiczek Wealth Management
Colorado
$133
LFG
341
Larson Financial Group
Missouri
$133
AFWM
342
Abich Financial Wealth Management
Virginia
$133 +$116 +1 New
TFM
343
TFC Financial Management
Massachusetts
$133 +$116 +1 New
SPPAM
344
Summit Partners Public Asset Management
Massachusetts
-$24.7M -239,889 Closed
Squarepoint
345
Squarepoint
New York
-$12.8M -124,381 Closed
Holocene Advisors
346
Holocene Advisors
New York
-$6.1M -59,339 Closed
CM
347
Crestline Management
Texas
-$3.5M -34,000 Closed
LG
348
Leuthold Group
Minnesota
-$3.43M -33,390 Closed
Citadel Advisors
349
Citadel Advisors
Florida
-$3.21M -27,638 Closed
WAM
350
Weiss Asset Management
Massachusetts
-$1.91M -18,561 Closed

MKSI Hedge Fund Activity: Q1 2024 in Review

344 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q1 2024, worth a combined $9.16B — up 33% from $6.91B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MKSI positions and 33 closed out — a net gain of 22 holders — while 123 added to existing stakes and 110 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $147M. The largest seller was Victory Capital Management, cutting an estimated $66.1M.

  • 344 institutional investors held MKS Inc (MKSI) as of Q1 2024, up from 324 in Q4 2023.
  • Funds reported $9.16B of MKS Inc stock for Q1 2024, up 33% quarter-over-quarter.
  • 55 funds opened new MKS Inc positions in Q1 2024 and 33 closed out, a net change of +22 holders.
  • The largest MKS Inc buyer in Q1 2024 was Nordea Investment Management, an estimated $147M added.
  • The largest MKS Inc seller in Q1 2024 was Victory Capital Management, an estimated $66.1M sold.

Based on aggregated 13F filings for Q1 2024.