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MKS Inc

419 hedge funds and large institutions have $7.36B invested in MKS Inc in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 170 increasing their positions, 129 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,125% more call options, than puts

Call options by funds: $197M | Put options by funds: $16M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 129

26% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 53

3.93% more ownership

Funds ownership: 100.79%104.72% (+3.9%)

2% more funds holding

Funds holding: 409419 (+10)

0% less capital invested

Capital invested by funds: $7.37B → $7.36B (-$6.53M)

Holders
419
Holders Change
+10
Holders Change %
+2.44%
% of All Funds
5.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
67
Increased
170
Reduced
129
Closed
53
Calls
$197M
Puts
$16M
Net Calls
+$180M
Net Calls Change
-$6.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
376
Investors Research Corp
Georgia
$5.43K
LFG
377
Larson Financial Group
Missouri
$5.01K +$2.59K +24 +100%
QC
378
Quent Capital
New York
$4.91K +$971 +9 +24%
CA
379
CoreCap Advisors
Michigan
$4.49K
BBHC
380
Brown Brothers Harriman & Co
New York
$4.38K -$4.1K -38 -48%
CA
381
Continuum Advisory
Idaho
$4.28K +$432 +4 +11%
WA
382
WPG Advisers
Maryland
$4.18K +$4.32K +40 New
BGAI
383
Bruce G. Allen Investments
Colorado
$4.07K
CT
384
Colonial Trust
South Carolina
$3.68K
SS
385
Sunbelt Securities
Texas
$3.64K
AssetMark Inc
386
AssetMark Inc
California
$3.13K +$2.16K +20 +200%
CIBC Private Wealth Group
387
CIBC Private Wealth Group
Georgia
$3.11K
FMII
388
Farmers & Merchants Investments Inc
Nebraska
$2.71K
SIM
389
Synergy Investment Management
Florida
$2.71K +$2.81K +26 New
AWM
390
Avior Wealth Management
Nebraska
$2.5K +$2.59K +24 New
PWA
391
Physician Wealth Advisors
Utah
$2.4K +$2.48K +23 New
CTC
392
Central Trust Company
Missouri
$2.3K
HCP
393
Hexagon Capital Partners
Arkansas
$1.67K +$1.29K +12 +300%
PWMG
394
Private Wealth Management Group
New Jersey
$1.57K
BIA
395
Bell Investment Advisors
California
$1.36K
CSWM
396
Cassady Schiller Wealth Management
Ohio
$1.36K +$1.4K +13 New
SO
397
Sierra Ocean
California
$1.36K +$1.4K +13 New
WIM
398
Westside Investment Management
California
$1.25K
PWMG
399
Prestige Wealth Management Group
New Jersey
$1.15K
DRP
400
Decker Retirement Planning
Utah
$1.15K +$1.19K +11 New

MKSI Hedge Fund Activity: Q4 2024 in Review

419 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q4 2024, worth a combined $7.36B — down 0.09% from $7.37B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new MKSI positions and 53 closed out — a net gain of 14 holders — while 170 added to existing stakes and 129 trimmed.

The largest buyer was Shapiro Capital Management, opening a new position worth an estimated $49.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $101M.

  • 419 institutional investors held MKS Inc (MKSI) as of Q4 2024, up from 409 in Q3 2024.
  • Funds reported $7.36B of MKS Inc stock for Q4 2024, down 0.09% quarter-over-quarter.
  • 67 funds opened new MKS Inc positions in Q4 2024 and 53 closed out, a net change of +14 holders.
  • The largest MKS Inc buyer in Q4 2024 was Shapiro Capital Management, an estimated $49.9M added.
  • The largest MKS Inc seller in Q4 2024 was T. Rowe Price Associates, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2024.