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MKS Inc

344 hedge funds and large institutions have $9.16B invested in MKS Inc in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 123 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $54.1M | Put options by funds: $19.9M

67% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 33

33% more capital invested

Capital invested by funds: $6.91B → $9.16B (+$2.25B)

12% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 110

6% more funds holding

Funds holding: 324344 (+20)

2.46% more ownership

Funds ownership: 100.45%102.91% (+2.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
344
Holders Change
+20
Holders Change %
+6.17%
% of All Funds
4.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
55
Increased
123
Reduced
110
Closed
33
Calls
$54.1M
Puts
$19.9M
Net Calls
+$34.2M
Net Calls Change
+$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.01B -$60.6M -521,384 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$918M +$745K +6,408 +0.1%
BlackRock
3
BlackRock
New York
$853M +$27.1M +232,927 +4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$533M -$4.85M -41,749 -1%
Victory Capital Management
5
Victory Capital Management
Texas
$522M -$66.1M -568,736 -13%
Capital International Investors
6
Capital International Investors
California
$488M +$113K +972 +0%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$448M +$91.8M +789,789 +31%
Invesco
8
Invesco
Georgia
$341M +$25.8M +221,826 +9%
Nordea Investment Management
9
Nordea Investment Management
Sweden
$282M +$147M +1,260,792 +143%
State Street
10
State Street
Massachusetts
$252M +$7.58M +65,246 +4%
JP Morgan Chase
11
JP Morgan Chase
New York
$204M +$15.8M +135,680 +10%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$149M -$8.39M -72,153 -6%
Norges Bank
13
Norges Bank
Norway
$145M -$6.41M -55,197 -5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$144M +$5.52M +47,513 +5%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$133M -$1.71M -14,683 -1%
RA
16
Royce & Associates
New York
$122M -$23.3M -200,201 -18%
Principal Financial Group
17
Principal Financial Group
Iowa
$121M +$1.17M +10,079 +1%
Goldman Sachs
18
Goldman Sachs
New York
$118M -$18.9M -162,614 -15%
CB
19
Cooke & Bieler
Pennsylvania
$117M -$32.1M -276,623 -24%
MAM
20
Madison Asset Management
Wisconsin
$89.8M +$11.2M +96,374 +17%
Bank of America
21
Bank of America
North Carolina
$86.5M +$37.8M +325,378 +100%
FCM
22
Frontier Capital Management
Massachusetts
$86M +$11.8M +101,361 +19%
Westfield Capital Management
23
Westfield Capital Management
Massachusetts
$82.5M +$3.53M +30,348 +5%
Charles Schwab
24
Charles Schwab
California
$81.4M +$1.72M +14,833 +2%
Rafferty Asset Management
25
Rafferty Asset Management
New York
$79.3M +$22.8M +196,394 +49%

MKSI Hedge Fund Activity: Q1 2024 in Review

344 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q1 2024, worth a combined $9.16B — up 33% from $6.91B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MKSI positions and 33 closed out — a net gain of 22 holders — while 123 added to existing stakes and 110 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $147M. The largest seller was Victory Capital Management, cutting an estimated $66.1M.

  • 344 institutional investors held MKS Inc (MKSI) as of Q1 2024, up from 324 in Q4 2023.
  • Funds reported $9.16B of MKS Inc stock for Q1 2024, up 33% quarter-over-quarter.
  • 55 funds opened new MKS Inc positions in Q1 2024 and 33 closed out, a net change of +22 holders.
  • The largest MKS Inc buyer in Q1 2024 was Nordea Investment Management, an estimated $147M added.
  • The largest MKS Inc seller in Q1 2024 was Victory Capital Management, an estimated $66.1M sold.

Based on aggregated 13F filings for Q1 2024.