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MKS Inc

393 hedge funds and large institutions have $5.99B invested in MKS Inc in 2018 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 139 increasing their positions, 150 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 39

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

24% more capital invested

Capital invested by funds: $4.84B → $5.99B (+$1.15B)

15% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $10.5M

8% more funds holding

Funds holding: 363393 (+30)

0.82% more ownership

Funds ownership: 94.3%95.12% (+0.82%)

7% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 150

Holders
393
Holders Change
+30
Holders Change %
+8.26%
% of All Funds
9.01%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
77
Increased
139
Reduced
150
Closed
39
Calls
$12.1M
Puts
$10.5M
Net Calls
+$1.55M
Net Calls Change
+$5.31M
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
201
Avidian Wealth Enterprises
Texas
$1.32M +$1.25M +11,405 New
Stifel Financial
202
Stifel Financial
Missouri
$1.32M +$108K +988 +10%
OAM
203
Oppenheimer Asset Management
New York
$1.32M +$675K +6,149 +117%
PP
204
Paloma Partners
Connecticut
$1.3M +$90.7K +826 +8%
NMIMC
205
Northwestern Mutual Investment Management Company
Wisconsin
$1.29M +$443K +4,038 +57%
IA
206
Icon Advisers
Colorado
$1.26M +$615K +5,600 +106%
LMGAM
207
Liberty Mutual Group Asset Management
Massachusetts
$1.24M +$1.17M +10,693 New
ECM
208
ETrade Capital Management
Virginia
$1.16M -$510K -4,645 -32%
SCM
209
Stevens Capital Management
Pennsylvania
$1.14M +$1.08M +9,834 New
FNBOH
210
First National Bank of Hutchinson
Kansas
$1.12M +$216K +1,970 +25%
GHCM
211
Glen Harbor Capital Management
California
$1.09M +$101K +918 +11%
FA
212
FDx Advisors
Illinois
$1.08M +$220K +2,006 +27%
ZCM
213
Zebra Capital Management
Connecticut
$1.08M +$164K +1,498 +19%
LTFS
214
Ladenburg Thalmann Financial Services
Florida
$1.07M +$413K +3,762 +68%
P
215
Pitcairn
Pennsylvania
$1.03M -$196K -1,785 -17%
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$986K -$95.6K -871 -9%
CAM
217
Cubic Asset Management
Massachusetts
$965K -$84K -765 -8%
AAMU
218
Amundi Asset Management US
Massachusetts
$950K +$902K +8,214 New
CGH
219
Crossmark Global Holdings
Texas
$931K -$16.4K -149 -2%
CSS
220
Cubist Systematic Strategies
Connecticut
$929K +$103K +936 +13%
BG
221
Bahl & Gaynor
Ohio
$928K +$881K +8,020 New
Capital Fund Management (CFM)
222
Capital Fund Management (CFM)
France
$927K -$1.38M -12,546 -61%
AB
223
Amalgamated Bank
New York
$897K -$14.2K -129 -2%
MCIM
224
Meadow Creek Investment Management
Georgia
$897K +$83K +756 +11%
CCA
225
Catalyst Capital Advisors
New York
$894K +$5.49K +50 +0.7%

MKSI Hedge Fund Activity: Q1 2018 in Review

393 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q1 2018, worth a combined $5.99B — up 24% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new MKSI positions and 39 closed out — a net gain of 38 holders — while 139 added to existing stakes and 150 trimmed.

The largest buyer was Congress Asset Management, opening a new position worth an estimated $83.3M. The largest seller was Dimensional Fund Advisors, cutting an estimated $42M.

  • 393 institutional investors held MKS Inc (MKSI) as of Q1 2018, up from 363 in Q4 2017.
  • Funds reported $5.99B of MKS Inc stock for Q1 2018, up 24% quarter-over-quarter.
  • 77 funds opened new MKS Inc positions in Q1 2018 and 39 closed out, a net change of +38 holders.
  • The largest MKS Inc buyer in Q1 2018 was Congress Asset Management, an estimated $83.3M added.
  • The largest MKS Inc seller in Q1 2018 was Dimensional Fund Advisors, an estimated $42M sold.

Based on aggregated 13F filings for Q1 2018.