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MKS Inc

344 hedge funds and large institutions have $9.16B invested in MKS Inc in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 123 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $54.1M | Put options by funds: $19.9M

67% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 33

33% more capital invested

Capital invested by funds: $6.91B → $9.16B (+$2.25B)

12% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 110

6% more funds holding

Funds holding: 324344 (+20)

2.46% more ownership

Funds ownership: 100.45%102.91% (+2.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
344
Holders Change
+20
Holders Change %
+6.17%
% of All Funds
4.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
55
Increased
123
Reduced
110
Closed
33
Calls
$54.1M
Puts
$19.9M
Net Calls
+$34.2M
Net Calls Change
+$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$68.1M -$2.48M -21,354 -4%
Northern Trust
27
Northern Trust
Illinois
$58.2M -$5.38M -46,321 -10%
Fisher Asset Management
28
Fisher Asset Management
Washington
$57.9M -$2.4M -20,616 -5%
Barclays
29
Barclays
United Kingdom
$52.3M +$8.73M +75,109 +24%
Capital Research Global Investors
30
Capital Research Global Investors
California
$51.5M
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.9M +$17.1M +147,484 +67%
PCM
32
Polaris Capital Management
Massachusetts
$48.8M -$19.4M -167,300 -31%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$47.2M +$12.6M +108,111 +44%
Deutsche Bank
34
Deutsche Bank
Germany
$46.9M +$14.3M +123,078 +54%
CVA
35
Ceredex Value Advisors
Florida
$40.8M +$11.9M +102,008 +50%
VHMC
36
Value Holdings Management Company
New York
$39.6M
Citigroup
37
Citigroup
New York
$39.3M +$23.5M +201,990 +217%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$37M -$753K -6,483 -2%
American Century Companies
39
American Century Companies
Missouri
$35.6M +$6.05M +52,055 +24%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$35M -$4.44M -38,171 -13%
Amundi
41
Amundi
France
$31.2M -$9.76M -83,981 -23%
SAM
42
Silvercrest Asset Management
New York
$31.1M -$241K -2,071 -0.9%
Wells Fargo
43
Wells Fargo
California
$25.1M +$1.02M +8,735 +5%
Ameriprise
44
Ameriprise
Minnesota
$24.7M -$4.88M -42,029 -18%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$24.4M -$752K -6,467 -3%
UBS Group
46
UBS Group
Switzerland
$24.2M -$5.54M -47,676 -21%
AI
47
Aperture Investors
New York
$24M -$4.29M -36,938 -17%
UBS AM
48
UBS AM
Illinois
$23.6M +$9.38M +80,698 +83%
NIM
49
Needham Investment Management
New York
$23M -$1.63M -14,000 -7%
SFM
50
Systematic Financial Management
New Jersey
$22.6M -$173K -1,492 -0.9%

MKSI Hedge Fund Activity: Q1 2024 in Review

344 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q1 2024, worth a combined $9.16B — up 33% from $6.91B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MKSI positions and 33 closed out — a net gain of 22 holders — while 123 added to existing stakes and 110 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $147M. The largest seller was Victory Capital Management, cutting an estimated $66.1M.

  • 344 institutional investors held MKS Inc (MKSI) as of Q1 2024, up from 324 in Q4 2023.
  • Funds reported $9.16B of MKS Inc stock for Q1 2024, up 33% quarter-over-quarter.
  • 55 funds opened new MKS Inc positions in Q1 2024 and 33 closed out, a net change of +22 holders.
  • The largest MKS Inc buyer in Q1 2024 was Nordea Investment Management, an estimated $147M added.
  • The largest MKS Inc seller in Q1 2024 was Victory Capital Management, an estimated $66.1M sold.

Based on aggregated 13F filings for Q1 2024.