Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mks INC. (MKSI)

765 + 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
↑ +157
Streak
5Q ▲
Buyers last Q
59%

Smart Money Signals — MKSI

Based on 773 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
773 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 — +96% more funds vs a year ago

fund count last 6Q
+379 new funds entered over the past year (+96% 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

461 buying315 selling
Last quarter: 461 funds bought or added vs 315 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 (+54 vs last Q)

new funds entering per quarter
Funds opening a new MKSI position: 78 → 135 → 163 → 217. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 18% medium ■ 38% new
337 out of 773 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.
💰

Value +113% but shares only +58% — price-driven

Value
+112%
Shares
+58%
Last quarter: the total dollar value of institutional holdings rose +113%, but actual share count only changed +58%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

76 → 78 → 135 → 163 → 217 new funds/Q
New funds entering each quarter: 78 → 135 → 163 → 217. 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 — 54% veterans vs 38% newcomers

■ 54% veterans ■ 8% 1-2yr ■ 38% new
Entry-cohort mix of 802 holders: 434 (54%) are 2+ year veterans, 61 entered 1–2 years ago, and 307 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
65 of 771 holders are among the 100 largest funds by AUM, controlling 59% 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.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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 Q2, 461 hedge funds were net buyers of MKSI (217 opened a new position, 244 added to an existing one), while 315 reduced or exited (255 trimmed, 60 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 59% of total institutional value in MKSI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +157 funds (more new holders than closures). Total institutional holders: 773.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 16 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: MKSI
765 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 765 616 24.19%
13F Shares 76M 70M 8.7%
Total Value $31.14B $14.68B 112.2%
New Positions 214 163 +51
Increased Positions 240 197 +43
Closed Positions 63 56 +7
Reduced Positions 247 195 +52
Total Calls 15 11 36.36%
Total Puts 15 10 50.0%
PUT/CALL Ratio 1.0 0.91 Neutral

Statistics: MKSI

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

Financial Highlights

Profitability
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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

765 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FengHe Fund Management Pte. Ltd. 24.54% 581,687 $258.7M
2 Fourier Capital Management Ltd 20.75% 29,858 $13.3M
3 Daventry Group, LP 10.56% 31,455 $14.0M
4 Sachem Head Capital Management LP 7.50% 812,700 $361.5M
5 Spear Advisors LLC 6.79% 44,491 $19.8M
6 Divisar Capital Management LLC 6.41% 62,501 $27.8M
7 Sunstone Asset Management, LP 5.59% 11,600 $5.2M
8 Blue Grotto Capital, LLC 5.55% 149,422 $66.5M
9 Light Street Capital Management, LLC 5.11% 103,800 $46.2M
10 Whale Rock Capital Management LLC 4.54% 1,271,373 $565.5M
11 Harvey Partners, LLC 4.30% 141,066 $62.7M
12 Park West Asset Management LLC 4.20% 138,740 $61.7M
13 Delta Global Management LP 3.97% 82,294 $36.6M
14 Bwcp, LP 3.87% 60,867 $27.1M
15 Tremblant Capital Group 3.77% 295,385 $131.4M
16 Wealth High Governance Capital Ltda 3.67% 27,600 $12.3M
17 Sora Investors LLC 3.67% 107,496 $47.8M
18 Expect Equity LLC 3.05% 10,655 $4.7M
19 Cramer Rosenthal Mcglynn LLC 2.95% 131,194 $58.4M
20 Thames Capital Management LLC 2.90% 79,395 $35.3M
21 Dendur Capital LP 2.90% 124,000 $55.2M
22 Spyglass Capital Management LLC 2.85% 118,526 $52.7M
23 TOMS Capital Investment Management LP 2.79% 293,000 $130.3M
24 Tuttle Capital Management, LLC 2.71% 9,058 $4.0M
25 Summit Partners Public Asset Management, LLC 2.50% 319,833 $142.3M
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 — 5 quarters in a row: For 5 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: 461 funds bought or added vs 315 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 — 59% AUM from top-100 funds: 65 of 771 holders are among the 100 largest funds by AUM, controlling 59% 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?

44% of holders stayed for 2+ years: 337 out of 773 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.

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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