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MKS Inc

396 hedge funds and large institutions have $9.02B invested in MKS Inc in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 141 increasing their positions, 119 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

854% more call options, than puts

Call options by funds: $242M | Put options by funds: $25.3M

204% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 28

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 119

15% more funds holding

Funds holding: 344396 (+52)

0.18% less ownership

Funds ownership: 102.91%102.73% (-0.18%)

2% less capital invested

Capital invested by funds: $9.16B → $9.02B (-$142M)

Holders
396
Holders Change
+52
Holders Change %
+15.12%
% of All Funds
5.72%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
85
Increased
141
Reduced
119
Closed
28
Calls
$242M
Puts
$25.3M
Net Calls
+$216M
Net Calls Change
+$182M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
376
Private Wealth Management Group
New Jersey
$1.96K
BIA
377
Bell Investment Advisors
California
$1.7K
CA
378
Continuum Advisory
Idaho
$1.7K +$883 +7 +117%
WIM
379
Westside Investment Management
California
$1.57K
PWMG
380
Prestige Wealth Management Group
New Jersey
$1.44K
MCM
381
MV Capital Management
Maryland
$1.44K +$1.39K +11 New
AFWM
382
Abich Financial Wealth Management
Virginia
$1.31K +$1.14K +9 +900%
RAM
383
Riggs Asset Management
Pennsylvania
$1.18K +$1.14K +9 New
KFS
384
Kelly Financial Services
Massachusetts
$1.18K
TFA
385
Transamerica Financial Advisors
Florida
$1K
FMP
386
Financial Management Professionals
Texas
$1K +$379 +3 +300%
BEI
387
Benjamin Edwards Inc
Missouri
$1K +$883 +7 New
S
388
Sachetta
Massachusetts
$835 +$883 +7 New
MWA
389
MFA Wealth Advisors
Pennsylvania
$653 +$631 +5 New
SIC
390
SJS Investment Consulting
Ohio
$523 +$252 +2 +100%
IA
391
IFP Advisors
Florida
$522 +$505 +4 New
BBHC
392
Brown Brothers Harriman & Co
New York
$392
JWM
393
Janiczek Wealth Management
Colorado
$131
LFG
394
Larson Financial Group
Missouri
$131
AssetMark Inc
395
AssetMark Inc
California
$131 +$126 +1 New
DPW
396
DiNuzzo Private Wealth
Pennsylvania
$131 +$126 +1 New
AIG
397
American International Group
New York
-$11.1M -83,244 Closed
TPSF
398
Texas Permanent School Fund
Texas
-$7.32M -55,019 Closed
EI
399
EAM Investors
California
-$4.24M -31,860 Closed
BAMF
400
BI Asset Management Fondsmaeglerselskab
Denmark
-$3.01M -22,653 Closed

MKSI Hedge Fund Activity: Q2 2024 in Review

396 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q2 2024, worth a combined $9.02B — down 1.5% from $9.16B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new MKSI positions and 28 closed out — a net gain of 57 holders — while 141 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $54.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $90.5M.

  • 396 institutional investors held MKS Inc (MKSI) as of Q2 2024, up from 344 in Q1 2024.
  • Funds reported $9.02B of MKS Inc stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 85 funds opened new MKS Inc positions in Q2 2024 and 28 closed out, a net change of +57 holders.
  • The largest MKS Inc buyer in Q2 2024 was Fidelity Investments, an estimated $54.4M added.
  • The largest MKS Inc seller in Q2 2024 was T. Rowe Price Associates, an estimated $90.5M sold.

Based on aggregated 13F filings for Q2 2024.