We are live on ! Find out more
MKSI icon

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
ATS
376
Ashton Thomas Securities
New York
$4.24K +$4.63K +39 New
CA
377
Continuum Advisory
Idaho
$4.18K +$2.85K +24 +185%
QC
378
Quent Capital
New York
$4.13K +$2.26K +19 +100%
NS
379
NBC Securities
Alabama
$4K
GJWM
380
Gilliland Jeter Wealth Management
Arkansas
$3.91K
CT
381
Colonial Trust
South Carolina
$3.89K +$4.16K +35 New
SS
382
Sunbelt Securities
Texas
$3.81K +$1.66K +14 +67%
PFC
383
Phocas Financial Corp
California
$3.5K +$3.83M +32,218 New
HPC
384
HM Payson & Co
Maine
$3.15K +$3.44K +29 New
CIBC Private Wealth Group
385
CIBC Private Wealth Group
Georgia
$3.04K
FMII
386
Farmers & Merchants Investments Inc
Nebraska
$2.83K
AFWM
387
Abich Financial Wealth Management
Virginia
$2.72K +$1.78K +15 +150%
LFG
388
Larson Financial Group
Missouri
$2.61K +$2.73K +23 +2,300%
CTC
389
Central Trust Company
Missouri
$2.39K
PWMG
390
Private Wealth Management Group
New Jersey
$1.63K
BIA
391
Bell Investment Advisors
California
$1.41K
WIM
392
Westside Investment Management
California
$1.38K
PWMG
393
Prestige Wealth Management Group
New Jersey
$1.2K
AssetMark Inc
394
AssetMark Inc
California
$1.09K +$1.07K +9 +900%
MCM
395
MV Capital Management
Maryland
$653 -$594 -5 -45%
WAM
396
Wolverine Asset Management
Illinois
$652 -$1.68M -14,152 -100%
RTC
397
Riverview Trust Company
Washington
$652 +$713 +6 New
CPG
398
Cornerstone Planning Group
New Jersey
$632 +$713 +6 New
SC
399
Swan Capital
Florida
$545 +$594 +5 New
RAM
400
Riggs Asset Management
Pennsylvania
$544 -$475 -4 -44%

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.