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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
NFSG
401
Newbridge Financial Services Group
Florida
$1.04K +$1.08K +10 New
AW
402
Avion Wealth
Texas
$1K +$1.4K +13 New
HI
403
Human Investing
Oregon
$836 +$864 +8 New
IA
404
IFP Advisors
Florida
$731 +$324 +3 +75%
WA
405
Whipplewood Advisors
Colorado
$731 +$756 +7 New
BF
406
BOK Financial
Oklahoma
$545 +$540 +5 New
DPW
407
DiNuzzo Private Wealth
Pennsylvania
$522 +$324 +3 +150%
RIL
408
Rothschild Investment LLC
Illinois
$522 +$324 +3 +150%
JWA
409
JFS Wealth Advisors
Pennsylvania
$522 +$540 +5 New
CPG
410
Cornerstone Planning Group
New Jersey
$434 -$216 -2 -33%
MCM
411
MV Capital Management
Maryland
$418 -$216 -2 -33%
SIC
412
SJS Investment Consulting
Ohio
$418 +$108 +1 +33%
PWA
413
Principia Wealth Advisory
Texas
$418 +$432 +4 New
RAM
414
Riggs Asset Management
Pennsylvania
$313 -$216 -2 -40%
CIAM
415
Caitong International Asset Management
Hong Kong
$313 +$324 +3 New
AF
416
Advisornet Financial
Minnesota
$209 +$216 +2 New
GFPC
417
Global Financial Private Client
Florida
$209 +$216 +2 New
AWM
418
Activest Wealth Management
Florida
$104 +$108 +1 New
CAWM
419
Capital A Wealth Management
Pennsylvania
$104 +$108 +1 New
American Century Companies
420
American Century Companies
Missouri
-$18.7M -172,201 Closed
First Trust Advisors
421
First Trust Advisors
Illinois
-$15.7M -144,836 Closed
SFM
422
Soros Fund Management
New York
-$14.7M -134,770 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
423
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$8.15M -75,000 Closed
DTL
424
Dynamic Technology Lab
Singapore
-$4.9M -45,050 Closed
HF
425
HRT Financial
New York
-$4.75M -43,733 Closed

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.