MKS Inc
MKSI
151 hedge funds and large institutions have $1.6B invested in MKS Inc in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 10 closing their positions.
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
13% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 52
3% more funds holding
Funds holding: 146 → 151 (+5)
2% more capital invested
Capital invested by funds: $1.57B → $1.6B (+$35M)
93% less call options, than puts
Call options by funds: $24K | Put options by funds: $348K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$15.4M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$15M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$9.86M |
| 4 |
Goldman Sachs
New York
|
+$9.83M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$4.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$24.9M |
| 2 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$4.8M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$4.4M |
| 4 |
Morgan Stanley
New York
|
-$3.31M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KCPG
151
Kavar Capital Partners Group
Leawood,
Kansas
| $1K | +$150 | +5 | +11% |
|
|
KCM
152
Kennedy Capital Management
St Louis,
Missouri
| – | -$4.4M | -147,126 | Closed |
|
|
ARC
153
Absolute Return Capital
Boston,
Massachusetts
| – | -$1.93M | -64,350 | Closed |
|
|
WMSA
154
Weiss Multi-Strategy Advisers
New York
| – | -$814K | -27,220 | Closed |
|
|
EMG
155
Ellington Management Group
Old Greenwich,
Connecticut
| – | -$419K | -14,000 | Closed |
|
156
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$394K | -13,155 | Closed |
|
|
ZIM
157
Zacks Investment Management
Chicago,
Illinois
| – | -$290K | -9,691 | Closed |
|
158
Credit Agricole
Montrouge Cedex,
France
| – | -$7K | -214 | Closed |
|
|
TRCT
159
Tower Research Capital (TRC)
New York
| – | -$2K | -82 | Closed |
|
|
RWML
160
RAFFA WEALTH MANAGEMENT, LLC
Washington,
District of Columbia
| – | -$1.06K | -29 | Closed |
|
161
M&T Bank
Buffalo,
New York
| – | -$1K | -22 | Closed |
|
MKSI Hedge Fund Activity: Q1 2014 in Review
151 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q1 2014, worth a combined $1.6B — up 2.2% from $1.57B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new MKSI positions and 10 closed out — a net gain of 5 holders — while 59 added to existing stakes and 52 trimmed.
The largest buyer was Neumeier Poma Investment Counsel, opening a new position worth an estimated $15.4M. The largest seller was Perkins Investment Management, cutting an estimated $24.9M.
- 151 institutional investors held MKS Inc (MKSI) as of Q1 2014, up from 146 in Q4 2013.
- Funds reported $1.6B of MKS Inc stock for Q1 2014, up 2.2% quarter-over-quarter.
- 15 funds opened new MKS Inc positions in Q1 2014 and 10 closed out, a net change of +5 holders.
- The largest MKS Inc buyer in Q1 2014 was Neumeier Poma Investment Counsel, an estimated $15.4M added.
- The largest MKS Inc seller in Q1 2014 was Perkins Investment Management, an estimated $24.9M sold.
Based on aggregated 13F filings for Q1 2014.