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MKS Inc

310 hedge funds and large institutions have $4.49B invested in MKS Inc in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 104 increasing their positions, 119 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $9.53M | Put options by funds: $7.53M

3.85% more ownership

Funds ownership: 96.65%100.51% (+3.9%)

11% less funds holding

Funds holding: 350310 (-40)

13% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 119

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less capital invested

Capital invested by funds: $5.8B → $4.49B (-$1.3B)

48% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 71

Holders
310
Holders Change
-40
Holders Change %
-11.43%
% of All Funds
6.83%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
37
Increased
104
Reduced
119
Closed
71
Calls
$9.53M
Puts
$7.53M
Net Calls
+$2M
Net Calls Change
-$3.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$46.6M -$1.23M -12,007 -2%
TCM
27
TimesSquare Capital Management
New York
$45.7M -$11.8M -115,155 -17%
VNIM
28
Vaughan Nelson Investment Management
Texas
$45.6M +$57.2M +559,390 New
FCM
29
Frontier Capital Management
Massachusetts
$43.5M -$5.37M -52,461 -9%
Wells Fargo
30
Wells Fargo
California
$42.6M +$49.3M +482,224 +1,165%
Charles Schwab
31
Charles Schwab
California
$38.2M +$2.35M +23,010 +5%
Northern Trust
32
Northern Trust
Illinois
$36.7M +$1.22M +11,930 +3%
Franklin Resources
33
Franklin Resources
California
$33.6M -$6.95M -67,895 -14%
Lazard Asset Management
34
Lazard Asset Management
New York
$29.1M +$146K +1,426 +0.4%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$28.8M +$5.54M +54,182 +18%
Lord, Abbett & Co
36
Lord, Abbett & Co
New Jersey
$27.2M +$957K +9,352 +3%
VHMC
37
Value Holdings Management Company
New York
$27M
N
38
Nuveen
North Carolina
$23.2M +$1.03M +10,042 +4%
NPIC
39
Neumeier Poma Investment Counsel
California
$21.6M +$2.54M +24,850 +10%
Loomis, Sayles & Company
40
Loomis, Sayles & Company
Massachusetts
$21.1M +$9.37M +91,520 +55%
Renaissance Technologies
41
Renaissance Technologies
New York
$20.9M -$44.8M -438,263 -63%
Westfield Capital Management
42
Westfield Capital Management
Massachusetts
$20.8M +$4.43M +43,255 +20%
SFM
43
Systematic Financial Management
New Jersey
$19.4M -$510K -4,981 -2%
CVA
44
Ceredex Value Advisors
Florida
$18.1M -$852K -8,325 -4%
AAMU
45
Amundi Asset Management US
Massachusetts
$17.9M -$3.02M -29,529 -12%
CCI
46
Columbus Circle Investors
$17.8M +$7.01M +68,493 +46%
Allianz Asset Management
47
Allianz Asset Management
Germany
$16.9M -$235K -2,294 -1%
Bank of America
48
Bank of America
North Carolina
$13.4M -$3.68M -35,942 -18%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$13M +$1.92M +18,725 +13%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$12.7M -$1.97M -19,206 -11%

MKSI Hedge Fund Activity: Q1 2020 in Review

310 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q1 2020, worth a combined $4.49B — down 22% from $5.8B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MKSI and 37 opened new positions — a net loss of 34 holders — while 119 trimmed existing stakes and 104 added.

The largest buyer was Victory Capital Management, adding an estimated $114M. The largest seller was Renaissance Technologies, cutting an estimated $44.8M.

  • 310 institutional investors held MKS Inc (MKSI) as of Q1 2020, down from 350 in Q4 2019.
  • Funds reported $4.49B of MKS Inc stock for Q1 2020, down 22% quarter-over-quarter.
  • 37 funds opened new MKS Inc positions in Q1 2020 and 71 closed out, a net change of -34 holders.
  • The largest MKS Inc buyer in Q1 2020 was Victory Capital Management, an estimated $114M added.
  • The largest MKS Inc seller in Q1 2020 was Renaissance Technologies, an estimated $44.8M sold.

Based on aggregated 13F filings for Q1 2020.