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MKS Inc

350 hedge funds and large institutions have $5.8B invested in MKS Inc in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 109 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 23

84% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $6.43M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more capital invested

Capital invested by funds: $4.99B → $5.8B (+$803M)

14% more funds holding

Funds holding: 307350 (+43)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 113

2.65% less ownership

Funds ownership: 99.3%96.65% (-2.6%)

Holders
350
Holders Change
+43
Holders Change %
+14.01%
% of All Funds
6.9%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
75
Increased
109
Reduced
113
Closed
23
Calls
$11.9M
Puts
$6.43M
Net Calls
+$5.43M
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
201
JP Morgan Private Wealth Advisors
California
$612K +$236K +2,250 +68%
SAM
202
Securian Asset Management
Minnesota
$611K -$59K -563 -9%
Los Angeles Capital Management
203
Los Angeles Capital Management
California
$609K +$116K +1,106 +25%
SCCM
204
Schafer Cullen Capital Management
New York
$605K -$11.5K -110 -2%
CCMG
205
Clark Capital Management Group
Pennsylvania
$602K +$573K +5,468 New
TAM
206
THB Asset Management
Connecticut
$589K
OAM
207
Oxford Asset Management
United Kingdom
$536K +$511K +4,876 New
AWCI
208
Alpine Woods Capital Investors
New York
$523K
JGUA
209
John G. Ullman & Associates
New York
$517K
SM
210
Sciencast Management
New Jersey
$517K +$110K +1,050 +28%
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$513K -$23K -220 -5%
MFG
212
MidWestOne Financial Group
Iowa
$503K -$16K -153 -3%
SSA
213
Schonfeld Strategic Advisors
New York
$487K +$463K +4,424 New
GAM
214
Gotham Asset Management
New York
$484K -$18K -172 -4%
AWW
215
Alan W. Weber
$483K
SAM
216
Shell Asset Management
Netherlands
$471K -$13.6K -130 -3%
M&T Bank
217
M&T Bank
New York
$469K +$39.6K +378 +10%
DC
218
Davenport & Co
Virginia
$463K -$114K -1,085 -21%
PIA
219
Piedmont Investment Advisors
North Carolina
$453K -$79.6K -760 -16%
LIA
220
LS Investment Advisors
Michigan
$432K +$144K +1,375 +54%
AIC
221
Archer Investment Corporation
Indiana
$424K
PCM
222
Prelude Capital Management
New York
$415K +$269K +2,572 +215%
Zurich Cantonal Bank
223
Zurich Cantonal Bank
Switzerland
$414K
CI Investments Inc
224
CI Investments Inc
Ontario, Canada
$410K +$390K +3,727 New
ST
225
Somerset Trust
Pennsylvania
$408K -$13.5K -129 -3%

MKSI Hedge Fund Activity: Q4 2019 in Review

350 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q4 2019, worth a combined $5.8B — up 16% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new MKSI positions and 23 closed out — a net gain of 52 holders — while 109 added to existing stakes and 113 trimmed.

The largest buyer was Cooke & Bieler, adding an estimated $68.6M. The largest seller was Franklin Resources, cutting an estimated $60.5M.

  • 350 institutional investors held MKS Inc (MKSI) as of Q4 2019, up from 307 in Q3 2019.
  • Funds reported $5.8B of MKS Inc stock for Q4 2019, up 16% quarter-over-quarter.
  • 75 funds opened new MKS Inc positions in Q4 2019 and 23 closed out, a net change of +52 holders.
  • The largest MKS Inc buyer in Q4 2019 was Cooke & Bieler, an estimated $68.6M added.
  • The largest MKS Inc seller in Q4 2019 was Franklin Resources, an estimated $60.5M sold.

Based on aggregated 13F filings for Q4 2019.