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MKS Inc

323 hedge funds and large institutions have $5.8B invested in MKS Inc in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 94 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 94

14% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 42

1% more funds holding

Funds holding: 319323 (+4)

1% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $12.9M

1.29% less ownership

Funds ownership: 101.53%100.24% (-1.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less capital invested

Capital invested by funds: $7.32B → $5.8B (-$1.52B)

Holders
323
Holders Change
+4
Holders Change %
+1.25%
% of All Funds
5.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
48
Increased
122
Reduced
94
Closed
42
Calls
$13.1M
Puts
$12.9M
Net Calls
+$190K
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
126
Penserra Capital Management
California
$2.17M +$201K +2,064 +9%
RC
127
Roubaix Capital
Colorado
$2.08M -$38.8K -398 -2%
EGM
128
Engineers Gate Manager
New York
$2.07M +$2.34M +23,977 New
WJWM
129
Williams Jones Wealth Management
New York
$2.05M +$1.31M +13,435 +132%
BS
130
Banco Santander
Spain
$1.98M
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$1.94M -$224K -2,300 -9%
JMPWA
132
JP Morgan Private Wealth Advisors
California
$1.91M -$14.7K -151 -0.7%
PAM
133
Peak Asset Management
Colorado
$1.71M +$221K +2,263 +13%
LPL Financial
134
LPL Financial
California
$1.71M +$44.2K +453 +2%
BAMF
135
BI Asset Management Fondsmaeglerselskab
Denmark
$1.7M +$108K +1,103 +6%
LSERS
136
Louisiana State Employees Retirement System
Louisiana
$1.54M +$97.5K +1,000 +6%
GC
137
Guggenheim Capital
Illinois
$1.53M +$91K +933 +6%
VFO
138
Virtus Family Office
Texas
$1.52M +$31.8K +326 +2%
OPERF
139
Oregon Public Employees Retirement Fund
Oregon
$1.52M +$97.5K +1,000 +6%
GT
140
Glenmede Trust
Pennsylvania
$1.49M +$9.16K +94 +0.5%
M&T Bank
141
M&T Bank
New York
$1.49M -$50.3K -516 -3%
ASRS
142
Arizona State Retirement System
Arizona
$1.48M +$25K +256 +2%
Ensign Peak Advisors
143
Ensign Peak Advisors
Utah
$1.41M
HVP
144
Hudson Value Partners
Florida
$1.41M +$47.3K +485 +3%
BCI
145
Brinker Capital Investments
Pennsylvania
$1.33M -$65.6K -673 -4%
OPS
146
Orion Portfolio Solutions
Nebraska
$1.33M -$65.6K -673 -4%
CSS
147
Cubist Systematic Strategies
Connecticut
$1.33M +$1.5M +15,340 New
SOMRS
148
State of Michigan Retirement System
Michigan
$1.3M +$87.8K +900 +6%
EP
149
Edgestream Partners
New Jersey
$1.25M +$1.41M +14,421 New
AIP
150
Ameritas Investment Partners
Nebraska
$1.22M -$23.7K -243 -2%

MKSI Hedge Fund Activity: Q3 2023 in Review

323 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q3 2023, worth a combined $5.8B — down 21% from $7.32B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MKSI positions and 42 closed out — a net gain of 6 holders — while 122 added to existing stakes and 94 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $114M. The largest seller was Capital International Investors, cutting an estimated $156M.

  • 323 institutional investors held MKS Inc (MKSI) as of Q3 2023, up from 319 in Q2 2023.
  • Funds reported $5.8B of MKS Inc stock for Q3 2023, down 21% quarter-over-quarter.
  • 48 funds opened new MKS Inc positions in Q3 2023 and 42 closed out, a net change of +6 holders.
  • The largest MKS Inc buyer in Q3 2023 was T. Rowe Price Associates, an estimated $114M added.
  • The largest MKS Inc seller in Q3 2023 was Capital International Investors, an estimated $156M sold.

Based on aggregated 13F filings for Q3 2023.