We are live on ! Find out more
MKSI icon

MKS Inc

315 hedge funds and large institutions have $5.69B invested in MKS Inc in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 125 increasing their positions, 107 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

18% more capital invested

Capital invested by funds: $4.83B → $5.69B (+$857M)

17% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 107

13.35% more ownership

Funds ownership: 88.11%101.46% (+13%)

12% less funds holding

Funds holding: 356315 (-41)

42% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $17.7M

49% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 70

Holders
315
Holders Change
-41
Holders Change %
-11.52%
% of All Funds
5.06%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
36
Increased
125
Reduced
107
Closed
70
Calls
$10.2M
Puts
$17.7M
Net Calls
-$7.51M
Net Calls Change
-$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
UF
101
Univest Financial
Pennsylvania
$3.06M +$1.4M +17,509 +94%
MIM
102
MetLife Investment Management
New Jersey
$3.05M -$57K -711 -2%
LG
103
Leuthold Group
Minnesota
$3.05M -$67.9K -847 -2%
Creative Planning
104
Creative Planning
Kansas
$2.94M -$17.6K -220 -0.6%
GF
105
Gabelli Funds
New York
$2.88M +$617K +7,700 +29%
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$2.75M +$348K +4,338 +15%
JMPWA
107
JP Morgan Private Wealth Advisors
California
$2.74M -$374K -4,668 -13%
Comerica Bank
108
Comerica Bank
Texas
$2.58M -$5.88M -73,428 -74%
GP
109
Girard Partners
Pennsylvania
$2.55M -$472K -5,891 -16%
HCMT
110
Highland Capital Management (Tennessee)
Tennessee
$2.54M -$12.8K -160 -0.5%
YCM
111
Yousif Capital Management
Michigan
$2.53M +$10.6K +132 +0.4%
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.49M +$49.3K +615 +2%
SAM
113
Sabadell Asset Management
Spain
$2.34M
Two Sigma Advisers
114
Two Sigma Advisers
New York
$2.34M +$1.94M +24,201 +717%
AQR Capital Management
115
AQR Capital Management
Connecticut
$2.29M -$17.3M -216,287 -89%
Nordea Investment Management
116
Nordea Investment Management
Sweden
$2.26M +$1.48M +18,421 +215%
COPPSERS
117
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.18M +$245K +3,058 +13%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$2.17M -$4.07M -50,751 -66%
Russell Investments Group
119
Russell Investments Group
United Kingdom
$2.15M +$1.13M +14,114 +125%
RBC
120
Romano Brothers & Co
Illinois
$2.14M -$26K -325 -1%
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$2.11M +$25.6K +320 +1%
VOYA Investment Management
122
VOYA Investment Management
Georgia
$2.08M +$58.2K +726 +3%
GAM
123
Gotham Asset Management
New York
$1.9M +$712K +8,887 +65%
TRSOTSOK
124
Teachers Retirement System of the State of Kentucky
Kentucky
$1.86M -$2.23M -27,769 -56%
LSAG
125
Lake Street Advisors Group
New Hampshire
$1.68M +$1.59M +19,795 New

MKSI Hedge Fund Activity: Q4 2022 in Review

315 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q4 2022, worth a combined $5.69B — up 18% from $4.83B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of MKSI and 36 opened new positions — a net loss of 34 holders — while 107 trimmed existing stakes and 125 added.

The largest buyer was Carlyle Group, adding an estimated $408M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $63.5M sold.

  • 315 institutional investors held MKS Inc (MKSI) as of Q4 2022, down from 356 in Q3 2022.
  • Funds reported $5.69B of MKS Inc stock for Q4 2022, up 18% quarter-over-quarter.
  • 36 funds opened new MKS Inc positions in Q4 2022 and 70 closed out, a net change of -34 holders.
  • The largest MKS Inc buyer in Q4 2022 was Carlyle Group, an estimated $408M added.
  • The largest MKS Inc seller in Q4 2022 was Westfield Capital Management, an estimated $63.5M sold.

Based on aggregated 13F filings for Q4 2022.