Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mks INC. (MKSI)

612 + Investors. Track Smart Money conviction in MKSI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +105
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — MKSI

Based on 613 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added MKSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
613 hedge funds hold MKSI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +57% more funds vs a year ago

fund count last 6Q
+222 new funds entered over the past year (+57% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

366 buying257 selling
Last quarter: 366 funds bought or added vs 257 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+27 vs last Q)

new funds entering per quarter
Funds opening a new MKSI position: 74 → 78 → 135 → 162. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 19% medium ■ 31% new
309 out of 613 hedge funds have held MKSI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+31% value, -5% shares)

Value
+30%
Shares
-5%
Last quarter: total value of institutional MKSI holdings rose +31% even though funds reduced share count by 5%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

63 → 74 → 78 → 135 → 162 new funds/Q
New funds entering each quarter: 74 → 78 → 135 → 162. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 59% veterans vs 33% newcomers

■ 59% veterans ■ 8% 1-2yr ■ 33% new
Entry-cohort mix of 632 holders: 374 (59%) are 2+ year veterans, 48 entered 1–2 years ago, and 210 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
55 of 610 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in MKSI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MKSI

In 2026 Q1, 366 hedge funds were net buyers of MKSI (162 opened a new position, 204 added to an existing one), while 257 reduced or exited (200 trimmed, 57 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 48% of total institutional value in MKSI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +105 funds (more new holders than closures). Total institutional holders: 613.

Hedge Fund Ownership: MKSI

How many hedge funds hold MKSI — quarterly history vs. share price
Quarterly hedge fund ownership of MKSI vs. share price

Market Analysis: MKSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MKSI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Mks INC. (MKSI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MKSI has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
MKSI
+64.9%
XLK
+43.8%

MKSI outperformed XLK by +21.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
MKSI
+25.1%
XLK
+8.4%

Since the filing became public, MKSI outperformed XLK by +16.7% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

43 top-rated funds 13 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
5.7
/ 10
conviction
Hedge Fund Positioning: MKSI
612 + Investors

Track Smart Money conviction in MKSI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 612 508 20.47%
13F Shares 69M 73M -5.3%
Total Value $14.60B $11.18B 30.56%
New Positions 161 135 +26
Increased Positions 196 176 +20
Closed Positions 57 52 +5
Reduced Positions 194 141 +53
Total Calls 11 11 -
Total Puts 10 10 -
PUT/CALL Ratio 0.91 0.91 Neutral

Statistics: MKSI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Income Statement & Cash Flow
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

612 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MKSI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MKSI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fourier Capital Management Ltd 16.30% 71,028 $16.3M
2 FengHe Fund Management Pte. Ltd. 14.49% 456,329 $104.9M
3 Blue Grotto Capital, LLC 9.93% 375,000 $86.2M
4 Daventry Group, LP 9.57% 36,556 $8.4M
5 Spear Advisors LLC 6.10% 35,651 $8.2M
6 Light Street Capital Management, LLC 5.26% 122,264 $28.1M
7 Harber Asset Management LLC 5.03% 34,230 $7.9M
8 Divisar Capital Management LLC 5.01% 85,501 $19.6M
9 Park West Asset Management LLC 4.86% 249,240 $57.3M
10 Talos Eurisko Asset Management LP 4.48% 114,011 $26.2M
11 Harvey Partners, LLC 4.45% 243,396 $55.9M
12 Rivermont Capital Management LP 4.24% 87,537 $20.1M
13 Expect Equity LLC 4.08% 18,485 $4.2M
14 Whale Rock Capital Management LLC 3.88% 1,306,724 $300.3M
15 Dendur Capital LP 3.61% 214,500 $49.3M
16 Sora Investors LLC 3.44% 162,762 $37.4M
17 Delta Global Management LP 2.84% 151,117 $34.7M
18 Contour Asset Management LLC 2.80% 374,868 $86.1M
19 Thames Capital Management LLC 2.79% 67,668 $15.6M
20 Polaris Capital Management, LLC 2.53% 134,700 $31.0M
21 Cramer Rosenthal Mcglynn LLC 2.50% 148,385 $34.1M
22 Tremblant Capital Group 2.44% 329,786 $75.8M
23 Mizuho Markets Cayman LP 2.16% 175,000 $40.2M
24 Samlyn Capital, LLC 1.95% 496,685 $114.1M
25 Wellington Shields Capital Management, LLC 1.80% 52,220 $12.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Mks INC. (MKSI)

What does the Smart Money Trend signal show for MKSI?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added MKSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MKSI?

Slight buying edge — 59% buying: Last quarter: 366 funds bought or added vs 257 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MKSI holders?

Elite ownership — 48% AUM from top-100 funds: 55 of 610 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in MKSI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MKSI?

50% of holders stayed for 2+ years: 309 out of 613 hedge funds have held MKSI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Mks INC. (MKSI) following the 2026 Q1 hedge fund 13F filings?

As of today, MKSI has moved +25.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.4% for the XLK sector ETF — an outperformance of +16.7%. Since the quarter end (March 31, 2026), MKSI has gained +64.9% vs +43.8% for XLK. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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