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MKS Inc

398 hedge funds and large institutions have $8.04B invested in MKS Inc in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 159 increasing their positions, 119 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 119

0.61% more ownership

Funds ownership: 96.74%97.35% (+0.61%)

0% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 49

1% less funds holding

Funds holding: 404398 (-6)

14% less capital invested

Capital invested by funds: $9.3B → $8.04B (-$1.26B)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

68% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $33.7M

Holders
398
Holders Change
-6
Holders Change %
-1.49%
% of All Funds
6.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
49
Increased
159
Reduced
119
Closed
49
Calls
$10.7M
Puts
$33.7M
Net Calls
-$22.9M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$793M -$55.4M -356,420 -6%
BlackRock
2
BlackRock
New York
$784M +$26.2M +168,727 +3%
Capital International Investors
3
Capital International Investors
California
$707M +$287K +1,850 +0%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$696M +$37.5M +241,134 +5%
JP Morgan Chase
5
JP Morgan Chase
New York
$328M -$17.6M -113,002 -5%
Victory Capital Management
6
Victory Capital Management
Texas
$249M +$219M +1,412,135 +565%
Goldman Sachs
7
Goldman Sachs
New York
$228M +$5.68M +36,586 +2%
State Street
8
State Street
Massachusetts
$220M +$8.97M +57,707 +4%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$188M -$2.94M -18,936 -1%
Amundi
10
Amundi
France
$175M +$21.4M +137,429 +11%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$163M +$61.3M +394,323 +57%
CVA
12
Ceredex Value Advisors
Florida
$161M +$19.1M +123,091 +13%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$129M +$37.4M +240,802 +39%
CB
14
Cooke & Bieler
Pennsylvania
$123M +$32.3M +208,074 +34%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$117M +$3.21M +20,686 +3%
Principal Financial Group
16
Principal Financial Group
Iowa
$110M +$1.34M +8,626 +1%
RA
17
Royce & Associates
New York
$103M -$24.2M -155,946 -18%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$100M +$296K +1,906 +0.3%
Ameriprise
19
Ameriprise
Minnesota
$90.3M -$2.93M -18,884 -3%
PAMS
20
Pictet Asset Management (Switzerland)
Switzerland
$90.1M -$9.97M -64,153 -10%
Invesco
21
Invesco
Georgia
$87.2M -$34.6M -222,934 -28%
Westfield Capital Management
22
Westfield Capital Management
Massachusetts
$86.5M +$3.88M +24,950 +5%
Norges Bank
23
Norges Bank
Norway
$85.7M -$11.6M -74,709 -12%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$83.2M -$1.02M -6,587 -1%
Fisher Asset Management
25
Fisher Asset Management
Washington
$76.6M -$1.05M -6,744 -1%

MKSI Hedge Fund Activity: Q1 2022 in Review

398 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q1 2022, worth a combined $8.04B — down 14% from $9.3B a quarter earlier.

Fund positioning in MKSI was balanced in Q1 2022: 49 funds opened new positions, 49 closed out, 159 added to existing stakes and 119 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $219M. The largest seller was Holocene Advisors, exiting entirely with an estimated $105M sold.

  • 398 institutional investors held MKS Inc (MKSI) as of Q1 2022, down from 404 in Q4 2021.
  • Funds reported $8.04B of MKS Inc stock for Q1 2022, down 14% quarter-over-quarter.
  • 49 funds opened new MKS Inc positions in Q1 2022 and 49 closed out, a net change of 0 holders.
  • The largest MKS Inc buyer in Q1 2022 was Victory Capital Management, an estimated $219M added.
  • The largest MKS Inc seller in Q1 2022 was Holocene Advisors, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2022.