MKS Inc
MKSI
145 hedge funds and large institutions have $1.57B invested in MKS Inc in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 46 reducing their positions, and 16 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 46
19% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 16
13% more capital invested
Capital invested by funds: $1.38B → $1.57B (+$184M)
2% more funds holding
Funds holding: 142 → 145 (+3)
6% more call options, than puts
Call options by funds: $271K | Put options by funds: $255K
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$14.2M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$8.55M |
| 3 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$8.42M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
+$7.7M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$4.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$15M |
| 2 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$9.54M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$9.03M |
| 4 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$6.53M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
CIBC World Market
Toronto,
Ontario, Canada
| – | -$685K | -25,765 | Closed |
|
|
HI
152
HBK Investments
Dallas,
Texas
| – | -$316K | -11,900 | Closed |
|
|
SCA
153
SAC Capital Advisors
Stamford,
Connecticut
| – | -$275K | -10,336 | Closed |
|
154
SG Americas Securities
New York
| – | -$256K | -9,625 | Closed |
|
|
SB
155
Suntrust Banks
Atlanta,
Georgia
| – | -$227K | -8,622 | Closed |
|
|
DCM
156
Decade Capital Management
New York
| – | -$71K | -2,655 | Closed |
|
|
SO
157
STRS Ohio
Columbus,
Ohio
| – | -$66K | -2,500 | Closed |
|
|
LWCFA
158
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$53K | -2,000 | Closed |
|
|
RNS
159
Robert N. Shapiro
| – | -$7K | -275 | Closed |
|
160
Jones Financial Companies
Des Peres,
Missouri
| – | -$4K | -150 | Closed |
|
|
GT
161
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$1K | -63 | Closed |
|
MKSI Hedge Fund Activity: Q4 2013 in Review
145 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q4 2013, worth a combined $1.57B — up 13% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new MKSI positions and 16 closed out — a net gain of 3 holders — while 60 added to existing stakes and 46 trimmed.
The largest buyer was Royce & Associates, adding an estimated $14.2M. The largest seller was Chartwell Investment Partners, exiting entirely with an estimated $15M sold.
- 145 institutional investors held MKS Inc (MKSI) as of Q4 2013, up from 142 in Q3 2013.
- Funds reported $1.57B of MKS Inc stock for Q4 2013, up 13% quarter-over-quarter.
- 19 funds opened new MKS Inc positions in Q4 2013 and 16 closed out, a net change of +3 holders.
- The largest MKS Inc buyer in Q4 2013 was Royce & Associates, an estimated $14.2M added.
- The largest MKS Inc seller in Q4 2013 was Chartwell Investment Partners, an estimated $15M sold.
Based on aggregated 13F filings for Q4 2013.