MKSI ranks #689 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
MKSI is a top-conviction position for FengHe Fund Management Pte. Ltd. — at 24.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in MKSI belongs to BlackRock, Inc., but the position matters far more to FengHe Fund Management Pte. Ltd., who has 24.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
BlackRock has added to its MKSI position for two straight quarters, increasing it by $2.1B to reach $3.1B today.
Franklin Resources Inc has trimmed its MKSI position for two straight quarters, cutting it by $128.3M while still holding $38.1M.
MKSI is down 5.6% today, but institutions show net buying of $12.6B this quarter — a divergence between today's price move and the underlying institutional flow.