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MKS Inc

333 hedge funds and large institutions have $4.86B invested in MKS Inc in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 104 increasing their positions, 131 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

51% more capital invested

Capital invested by funds: $3.21B → $4.86B (+$1.65B)

14% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $12.6M

3.34% more ownership

Funds ownership: 93.17%96.51% (+3.3%)

6% less funds holding

Funds holding: 353333 (-20)

21% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 131

28% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 68

Holders
333
Holders Change
-20
Holders Change %
-5.67%
% of All Funds
7.21%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.13%
New
49
Increased
104
Reduced
131
Closed
68
Calls
$14.3M
Puts
$12.6M
Net Calls
+$1.73M
Net Calls Change
+$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$48.9M -$3.32M -41,199 -7%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$47.1M -$13.2M -163,967 -24%
Lazard Asset Management
28
Lazard Asset Management
New York
$46.9M -$1.15M -14,265 -3%
Franklin Resources
29
Franklin Resources
California
$46.2M +$11M +136,700 +38%
Northern Trust
30
Northern Trust
Illinois
$40.2M +$490K +6,077 +1%
AAM
31
Ardevora Asset Management
United Kingdom
$39.8M -$7.23M -89,700 -17%
Charles Schwab
32
Charles Schwab
California
$37.7M +$1.04M +12,903 +3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$33.8M +$1.77M +21,963 +6%
VHMC
34
Value Holdings Management Company
New York
$30.9M
Point72 Asset Management
35
Point72 Asset Management
Connecticut
$29.3M +$25.4M +315,258 New
CVA
36
Ceredex Value Advisors
Florida
$28.1M +$24.4M +302,150 New
Bank of America
37
Bank of America
North Carolina
$27.9M +$8.16M +101,160 +51%
Prudential Financial
38
Prudential Financial
New Jersey
$24.8M -$17.2M -212,872 -44%
NPIC
39
Neumeier Poma Investment Counsel
California
$23.8M +$6.88M +85,325 +50%
SFM
40
Systematic Financial Management
New Jersey
$21.2M +$357K +4,429 +2%
N
41
Nuveen
North Carolina
$21.1M +$854K +10,587 +5%
Loomis, Sayles & Company
42
Loomis, Sayles & Company
Massachusetts
$20.2M -$897K -11,123 -5%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$19.9M +$3.13M +38,810 +22%
LSV Asset Management
44
LSV Asset Management
Illinois
$18.5M -$8.17M -101,300 -34%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$18.5M -$22.1M -273,777 -58%
Deutsche Bank
46
Deutsche Bank
Germany
$18.5M -$16.6M -205,345 -51%
WHG
47
Westwood Holdings Group
Texas
$18.3M -$1.53M -18,989 -9%
RCAMU
48
Rothschild & Co Asset Management US
Connecticut
$17.6M +$635K +7,881 +4%
Wells Fargo
49
Wells Fargo
California
$16.7M -$50.6M -627,835 -78%
AAMU
50
Amundi Asset Management US
Massachusetts
$15.1M +$12.5M +154,614 +2,134%

MKSI Hedge Fund Activity: Q1 2019 in Review

333 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q1 2019, worth a combined $4.86B — up 51% from $3.21B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of MKSI and 49 opened new positions — a net loss of 19 holders — while 131 trimmed existing stakes and 104 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $177M. The largest seller was Wells Fargo, cutting an estimated $50.6M.

  • 333 institutional investors held MKS Inc (MKSI) as of Q1 2019, down from 353 in Q4 2018.
  • Funds reported $4.86B of MKS Inc stock for Q1 2019, up 51% quarter-over-quarter.
  • 49 funds opened new MKS Inc positions in Q1 2019 and 68 closed out, a net change of -19 holders.
  • The largest MKS Inc buyer in Q1 2019 was Capital International Investors, an estimated $177M added.
  • The largest MKS Inc seller in Q1 2019 was Wells Fargo, an estimated $50.6M sold.

Based on aggregated 13F filings for Q1 2019.