We are live on ! Find out more
MKSI icon

MKS Inc

324 hedge funds and large institutions have $6.91B invested in MKS Inc in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $11.6M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more capital invested

Capital invested by funds: $5.8B → $6.91B (+$1.11B)

12% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 50

0% more funds holding

Funds holding: 323324 (+1)

0.21% more ownership

Funds ownership: 100.24%100.45% (+0.21%)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 114

Holders
324
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
4.72%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
56
Increased
109
Reduced
114
Closed
50
Calls
$20.9M
Puts
$11.6M
Net Calls
+$9.28M
Net Calls Change
+$9.09M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$832M +$270M +3,324,764 +70%
Vanguard Group
2
Vanguard Group
Pennsylvania
$709M +$3.17M +39,045 +0.6%
BlackRock
3
BlackRock
New York
$636M +$6.57M +80,880 +1%
Victory Capital Management
4
Victory Capital Management
Texas
$462M +$47.2M +581,453 +15%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$417M +$47.6M +586,565 +17%
Capital International Investors
6
Capital International Investors
California
$377M -$136M -1,673,226 -31%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$265M -$10.1M -124,959 -5%
Invesco
8
Invesco
Georgia
$241M +$18.4M +226,403 +11%
State Street
9
State Street
Massachusetts
$188M +$5.02M +61,779 +3%
JP Morgan Chase
10
JP Morgan Chase
New York
$144M +$10.1M +123,792 +10%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$122M -$2.07M -25,538 -2%
CB
12
Cooke & Bieler
Pennsylvania
$119M +$2.24M +27,635 +2%
Norges Bank
13
Norges Bank
Norway
$118M -$1.12M -13,831 -1%
RA
14
Royce & Associates
New York
$115M +$13M +159,704 +17%
Goldman Sachs
15
Goldman Sachs
New York
$108M -$29.2M -360,080 -25%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$107M +$2.59M +31,911 +3%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$104M -$53.2M -654,533 -39%
Principal Financial Group
18
Principal Financial Group
Iowa
$92.7M -$2.65M -32,585 -3%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$90.4M +$68.3M +840,322 +2,072%
Charles Schwab
20
Charles Schwab
California
$61.4M +$853K +10,506 +2%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$60.7M +$47.9M +589,715 New
MAM
22
Madison Asset Management
Wisconsin
$59.5M +$331K +4,069 +0.7%
FCM
23
Frontier Capital Management
Massachusetts
$56.1M +$7.39M +90,956 +20%
PCM
24
Polaris Capital Management
Massachusetts
$54.9M +$5.9M +72,700 +16%
Morgan Stanley
25
Morgan Stanley
New York
$54.9M +$15.8M +194,050 +57%

MKSI Hedge Fund Activity: Q4 2023 in Review

324 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q4 2023, worth a combined $6.91B — up 19% from $5.8B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new MKSI positions and 50 closed out — a net gain of 6 holders — while 109 added to existing stakes and 114 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $270M. The largest seller was Carlyle Group, exiting entirely with an estimated $301M sold.

  • 324 institutional investors held MKS Inc (MKSI) as of Q4 2023, up from 323 in Q3 2023.
  • Funds reported $6.91B of MKS Inc stock for Q4 2023, up 19% quarter-over-quarter.
  • 56 funds opened new MKS Inc positions in Q4 2023 and 50 closed out, a net change of +6 holders.
  • The largest MKS Inc buyer in Q4 2023 was T. Rowe Price Associates, an estimated $270M added.
  • The largest MKS Inc seller in Q4 2023 was Carlyle Group, an estimated $301M sold.

Based on aggregated 13F filings for Q4 2023.