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MKS Inc

409 hedge funds and large institutions have $7.37B invested in MKS Inc in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 180 increasing their positions, 110 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

890% more call options, than puts

Call options by funds: $208M | Put options by funds: $21M

64% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 110

33% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 52

3% more funds holding

Funds holding: 396409 (+13)

1.95% less ownership

Funds ownership: 102.73%100.79% (-1.9%)

18% less capital invested

Capital invested by funds: $9.02B → $7.37B (-$1.65B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
409
Holders Change
+13
Holders Change %
+3.28%
% of All Funds
5.87%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
69
Increased
180
Reduced
110
Closed
52
Calls
$208M
Puts
$21M
Net Calls
+$187M
Net Calls Change
-$29M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
326
Quadrant Capital Group
Ohio
$56.2K +$10.7K +90 +21%
CI Investments Inc
327
CI Investments Inc
Ontario, Canada
$54K +$9.39K +79 +19%
HFM
328
Hartford Financial Management
Connecticut
$51.4K
WSFS
329
Wilmington Savings Fund Society
Delaware
$49.9K +$54.5K +459 New
HNB
330
Huntington National Bank
Ohio
$49.6K +$1.07K +9 +2%
GWM
331
Geneos Wealth Management
Colorado
$47.4K +$11.2K +94 +27%
OIA
332
Optimum Investment Advisors
Illinois
$43.5K -$71.3K -600 -60%
Nomura Asset Management
333
Nomura Asset Management
Japan
$43.5K
SSB
334
Sandy Spring Bank
Maryland
$38.9K
UB
335
UMB Bank
Missouri
$37.9K +$14.5K +122 +54%
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$31.3K +$22.7K +191 +197%
VCM
337
Versant Capital Management
Arizona
$29.8K -$38.7K -326 -54%
LSA
338
Leonteq Securities AG
Switzerland
$28.2K -$3.68K -31 -11%
GRP
339
Global Retirement Partners
California
$27.3K +$1.07K +9 +4%
ECM
340
Estabrook Capital Management
New York
$27.2K
AAP
341
Arax Advisory Partners
Colorado
$21.7K +$7.72K +65 +48%
RA
342
Rise Advisors
New York
$21.6K
LC
343
Lindbrook Capital
California
$21K +$5.35K +45 +30%
Mitsubishi UFJ Asset Management
344
Mitsubishi UFJ Asset Management
Japan
$20.8K
PS
345
Principal Securities
Iowa
$20.5K +$7.72K +65 +52%
ST
346
Smithfield Trust
Pennsylvania
$17K
SPIA
347
Steward Partners Investment Advisory
New York
$17K
CFGS
348
Concourse Financial Group Securities
Alabama
$16.6K +$356 +3 +2%
PFBT
349
Parkside Financial Bank & Trust
Missouri
$15.5K +$6.06K +51 +55%
KFI
350
Key Financial Inc
Pennsylvania
$11.7K -$22.3K -188 -64%

MKSI Hedge Fund Activity: Q3 2024 in Review

409 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q3 2024, worth a combined $7.37B — down 18% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new MKSI positions and 52 closed out — a net gain of 17 holders — while 180 added to existing stakes and 110 trimmed.

The largest buyer was Barclays, adding an estimated $63M. The largest seller was T. Rowe Price Associates, cutting an estimated $305M.

  • 409 institutional investors held MKS Inc (MKSI) as of Q3 2024, up from 396 in Q2 2024.
  • Funds reported $7.37B of MKS Inc stock for Q3 2024, down 18% quarter-over-quarter.
  • 69 funds opened new MKS Inc positions in Q3 2024 and 52 closed out, a net change of +17 holders.
  • The largest MKS Inc buyer in Q3 2024 was Barclays, an estimated $63M added.
  • The largest MKS Inc seller in Q3 2024 was T. Rowe Price Associates, an estimated $305M sold.

Based on aggregated 13F filings for Q3 2024.