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MKS Inc

323 hedge funds and large institutions have $5.94B invested in MKS Inc in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 123 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $8.91M

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

3% more funds holding

Funds holding: 315323 (+8)

4% more capital invested

Capital invested by funds: $5.69B → $5.94B (+$252M)

0.85% less ownership

Funds ownership: 101.46%100.61% (-0.85%)

20% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 123

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
323
Holders Change
+8
Holders Change %
+2.54%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
42
Increased
98
Reduced
123
Closed
31
Calls
$13.9M
Puts
$8.91M
Net Calls
+$4.97M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Silvercrest Asset Management
New York
$12.8M -$931K -9,760 -6%
Swiss National Bank
52
Swiss National Bank
Switzerland
$11.4M -$1.46M -15,300 -11%
N
53
Nuveen
North Carolina
$11.3M -$293K -3,070 -2%
Two Sigma Investments
54
Two Sigma Investments
New York
$10.9M -$3.5M -36,641 -23%
NIM
55
Needham Investment Management
New York
$10.8M -$1.72M -18,000 -13%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$10.3M -$1.46M -15,340 -12%
Legal & General Group
57
Legal & General Group
United Kingdom
$10.3M +$572K +5,997 +5%
PCH
58
Polar Capital Holdings
United Kingdom
$9.85M -$136K -1,429 -1%
Bessemer Group
59
Bessemer Group
New Jersey
$9.78M +$76.7K +804 +0.7%
MIIM
60
Mesirow Institutional Investment Management
Illinois
$9.23M -$1.27M -13,329 -11%
UBS Group
61
UBS Group
Switzerland
$8.63M +$5.82M +60,947 +167%
FNBOO
62
First National Bank of Omaha
Nebraska
$8.21M -$47.7K -500 -0.5%
AIG
63
American International Group
New York
$7.82M -$78.9K -827 -0.9%
AllianceBernstein
64
AllianceBernstein
Tennessee
$7.58M -$12.5M -130,827 -60%
Citigroup
65
Citigroup
New York
$7.42M +$1.49M +15,664 +23%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$7.02M +$5.12M +53,607 +210%
First Eagle Investment Management
67
First Eagle Investment Management
New York
$6.78M +$929K +9,738 +15%
SO
68
STRS Ohio
Ohio
$6.77M +$6.33M +66,327 +657%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$6.59M -$97.5K -1,022 -1%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$6.58M -$643K -6,735 -8%
SFI
71
Susquehanna Fundamental Investments
Pennsylvania
$6.45M -$610K -6,393 -8%
LWIC
72
Leith Wheeler Investment Counsel
British Columbia, Canada
$6.43M +$45.8K +480 +0.7%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$6.39M
HF
74
HRT Financial
New York
$6.22M +$6.7M +70,207 New
Barclays
75
Barclays
United Kingdom
$5.92M +$1.8M +18,845 +39%

MKSI Hedge Fund Activity: Q1 2023 in Review

323 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q1 2023, worth a combined $5.94B — up 4.4% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MKSI positions and 31 closed out — a net gain of 11 holders — while 98 added to existing stakes and 123 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $115M. The largest seller was Amundi, cutting an estimated $97M.

  • 323 institutional investors held MKS Inc (MKSI) as of Q1 2023, up from 315 in Q4 2022.
  • Funds reported $5.94B of MKS Inc stock for Q1 2023, up 4.4% quarter-over-quarter.
  • 42 funds opened new MKS Inc positions in Q1 2023 and 31 closed out, a net change of +11 holders.
  • The largest MKS Inc buyer in Q1 2023 was Fidelity Investments, an estimated $115M added.
  • The largest MKS Inc seller in Q1 2023 was Amundi, an estimated $97M sold.

Based on aggregated 13F filings for Q1 2023.