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MKS Inc

419 hedge funds and large institutions have $7.36B invested in MKS Inc in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 170 increasing their positions, 129 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,125% more call options, than puts

Call options by funds: $197M | Put options by funds: $16M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 129

26% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 53

3.93% more ownership

Funds ownership: 100.79%104.72% (+3.9%)

2% more funds holding

Funds holding: 409419 (+10)

0% less capital invested

Capital invested by funds: $7.37B → $7.36B (-$6.53M)

Holders
419
Holders Change
+10
Holders Change %
+2.44%
% of All Funds
5.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
67
Increased
170
Reduced
129
Closed
53
Calls
$197M
Puts
$16M
Net Calls
+$180M
Net Calls Change
-$6.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$777M +$10.5M +97,392 +1%
BlackRock
2
BlackRock
New York
$743M +$28.8M +266,824 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$441M -$9.67M -89,628 -2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$349M -$101M -937,206 -22%
Capital International Investors
5
Capital International Investors
California
$323M -$6.77M -62,713 -2%
Victory Capital Management
6
Victory Capital Management
Texas
$322M +$3.81M +35,256 +1%
Nordea Investment Management
7
Nordea Investment Management
Sweden
$266M +$25.7M +237,979 +10%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$239M +$725K +6,715 +0.3%
Invesco
9
Invesco
Georgia
$233M +$752K +6,964 +0.3%
State Street
10
State Street
Massachusetts
$216M +$12.4M +114,699 +6%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$186M +$41.7M +386,647 +28%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$123M +$184K +1,704 +0.1%
Goldman Sachs
13
Goldman Sachs
New York
$103M +$5.9M +54,661 +6%
MAM
14
Madison Asset Management
Wisconsin
$97.5M +$14.3M +132,588 +17%
MIA
15
Madison Investment Advisors
Wisconsin
$97.5M +$101M +933,936 New
CB
16
Cooke & Bieler
Pennsylvania
$91.6M +$22.4M +207,165 +31%
Barclays
17
Barclays
United Kingdom
$89M -$17.9M -166,084 -16%
Principal Financial Group
18
Principal Financial Group
Iowa
$87.3M -$141K -1,306 -0.2%
Norges Bank
19
Norges Bank
Norway
$85.5M +$6.98M +64,681 +9%
RA
20
Royce & Associates
New York
$77.2M -$2.59M -23,950 -3%
Bank of America
21
Bank of America
North Carolina
$73.8M -$18.3M -169,630 -19%
UBS Group
22
UBS Group
Switzerland
$70.3M +$26.7M +247,794 +58%
Charles Schwab
23
Charles Schwab
California
$69.6M +$323K +2,989 +0.5%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$65.4M +$21.6M +199,795 +47%
Morgan Stanley
25
Morgan Stanley
New York
$65.1M +$4.18M +38,716 +7%

MKSI Hedge Fund Activity: Q4 2024 in Review

419 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q4 2024, worth a combined $7.36B — down 0.09% from $7.37B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new MKSI positions and 53 closed out — a net gain of 14 holders — while 170 added to existing stakes and 129 trimmed.

The largest buyer was Shapiro Capital Management, opening a new position worth an estimated $49.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $101M.

  • 419 institutional investors held MKS Inc (MKSI) as of Q4 2024, up from 409 in Q3 2024.
  • Funds reported $7.36B of MKS Inc stock for Q4 2024, down 0.09% quarter-over-quarter.
  • 67 funds opened new MKS Inc positions in Q4 2024 and 53 closed out, a net change of +14 holders.
  • The largest MKS Inc buyer in Q4 2024 was Shapiro Capital Management, an estimated $49.9M added.
  • The largest MKS Inc seller in Q4 2024 was T. Rowe Price Associates, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2024.