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MKS Inc
MKSI

375 hedge funds and large institutions have $9.26B invested in MKS Inc in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 122 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

11% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $23.2M

7% more funds holding

Funds holding: 351 → 375 (+24)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 122

1.72% less ownership

Funds ownership: 96% → 94.28% (-1.7%)

6% less capital invested

Capital invested by funds: $9.81B → $9.26B (-$543M)

Holders
375
Holders Change
+24
Holders Change %
+6.84%
% of All Funds
6.53%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
60
Increased
122
Reduced
122
Closed
35
Calls
$25.8M
Puts
$23.2M
Net Calls
+$2.64M
Net Calls Change
+$16.4M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$47.6M
2
Invesco
Invesco
Georgia
+$38.1M
3
State Street
State Street
Massachusetts
+$22.5M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$16.2M
5
CA
Capitolis Advisors
New York
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$83.5M
2
N
Nuveen
North Carolina
-$58.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$36.1M
4
Millennium Management
Millennium Management
New York
-$32M
5
BlackRock
BlackRock
New York
-$28.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
351
Summit Wealth Group
Vermont
$5K – – –
BCA
352
Berman Capital Advisors
Georgia
$5K +$1.82K +10 +43%
ASN
353
Advisory Services Network
Georgia
$5K +$4.72K +26 New
TPCW
354
TD Private Client Wealth
New York
$4.98K +$4.18K +23 +460%
MIM
355
Macroview Investment Management
Maryland
$4K – – –
NFG
356
Next Financial Group
Texas
$4K – – –
PMFA
357
Plante Moran Financial Advisors
Michigan
$4K – – –
PA
358
Parallel Advisors
California
$4K +$1.82K +10 +91%
IA
359
IFP Advisors
Florida
$4K +$3.27K +18 +450%
CAGAS
360
Capital Advisory Group Advisory Services
Minnesota
$4K +$3.63K +20 New
CFO
361
CVA Family Office
Colorado
$4K +$3.63K +20 New
FMP
362
Financial Management Professionals
Texas
$4K +$3.63K +20 New
Nisa Investment Advisors
363
Nisa Investment Advisors
Missouri
$3.28K – – –
MPWT
364
MassMutual Private Wealth & Trust
Connecticut
$3K -$4.54K -25 -61%
Carson Wealth (CWM LLC)
365
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
Rockefeller Capital Management
366
Rockefeller Capital Management
New York
$3K – – –
GWS
367
Glassman Wealth Services
Virginia
$2K – – –
PWMG
368
Prestige Wealth Management Group
New Jersey
$2K – – –
TC
369
Truvestments Capital
Florida
$2K – – –
WPA
370
West Paces Advisors
Georgia
$1.42K +$1.45K +8 New
PCG
371
Private Capital Group
Connecticut
$1K – – –
SIS
372
Sound Income Strategies
Florida
$1K – – –
VCM
373
Versant Capital Management
Arizona
$1K – – –
EBA
374
Eagle Bay Advisors
New York
$1K +$182 +1 New
SB
375
Strategic Blueprint
Georgia
$1K +$1.27K +7 New
13 14
15
16 17

MKSI Hedge Fund Activity: Q2 2021 in Review

375 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q2 2021, worth a combined $9.26B — down 5.5% from $9.81B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MKSI positions and 35 closed out — a net gain of 25 holders — while 122 added to existing stakes and 122 trimmed.

The largest buyer was Vanguard Group, adding an estimated $47.6M. The largest seller was Wellington Management Group, cutting an estimated $83.5M.

  • 375 institutional investors held MKS Inc (MKSI) as of Q2 2021, up from 351 in Q1 2021.
  • Funds reported $9.26B of MKS Inc stock for Q2 2021, down 5.5% quarter-over-quarter.
  • 60 funds opened new MKS Inc positions in Q2 2021 and 35 closed out, a net change of +25 holders.
  • The largest MKS Inc buyer in Q2 2021 was Vanguard Group, an estimated $47.6M added.
  • The largest MKS Inc seller in Q2 2021 was Wellington Management Group, an estimated $83.5M sold.

Based on aggregated 13F filings for Q2 2021.