We are live on ! Find out more
MKSI icon

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
HCM
401
Hilton Capital Management
New York
-$2.32M -17,414 Closed
Qube Research & Technologies (QRT)
402
Qube Research & Technologies (QRT)
United Kingdom
-$601K -4,518 Closed
CPC
403
Cookson Peirce & Co
Pennsylvania
-$466K -3,500 Closed
CIS
404
Custom Index Systems
New York
-$448K -3,369 Closed
DM
405
Deerfield Management
New York
-$309K -2,326 Closed
AWM
406
Avior Wealth Management
Nebraska
-$292K -2,199 Closed
VAM
407
Verity Asset Management
North Carolina
-$277K -2,085 Closed
PF
408
Phoenix Financial
Israel
-$252K -1,900 Closed
WWM
409
Whalen Wealth Management
Nevada
-$231K -1,739 Closed
EMAM
410
Encompass More Asset Management
California
-$215K -1,616 Closed
TPI
411
Trust Point Inc
Wisconsin
-$203K -1,529 Closed
VA
412
Vident Advisory
Georgia
-$201K -1,512 Closed
AT
413
American Trust
Kentucky
-$201K -1,510 Closed
Parallax Volatility Advisers
414
Parallax Volatility Advisers
California
-$66.2K -498 Closed
Northwestern Mutual Wealth Management
415
Northwestern Mutual Wealth Management
Wisconsin
-$64.8K -487 Closed
PCM
416
Palouse Capital Management
Washington
-$9.84K -74 Closed
CFB
417
Cullen/Frost Bankers
Texas
-$6.38K -48 Closed
NA
418
NewEdge Advisors
Louisiana
-$3.87K -29 Closed
HIA
419
Harbor Investment Advisory
Maryland
-$3.33K -25 Closed
A
420
AlphaQuest
New York
-$1.33K -10 Closed
SSG
421
Summit Securities Group
New York
-$1K -8 Closed
CFD
422
Creative Financial Designs
Indiana
-$931 -7 Closed
MIFH
423
Migdal Insurance & Financial Holdings
Israel
-$1K -5 Closed
TFM
424
TFC Financial Management
Massachusetts
-$133 -1 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.