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Steris
STE

305 hedge funds and large institutions have $5.26B invested in Steris in 2016 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 101 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 33

3% more funds holding

Funds holding: 297 → 305 (+8)

1.06% more ownership

Funds ownership: 90.65% → 91.71% (+1.1%)

8% less capital invested

Capital invested by funds: $5.69B → $5.26B (-$432M)

18% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 123

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

85% less call options, than puts

Call options by funds: $1.75M | Put options by funds: $11.6M

Holders
305
Holders Change
+8
Holders Change %
+2.69%
% of All Funds
7.63%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
44
Increased
101
Reduced
123
Closed
33
Calls
$1.75M
Puts
$11.6M
Net Calls
-$9.9M
Net Calls Change
+$4.53M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
+$97.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$86.4M
3
DDC
DF Dent & Co
Maryland
+$50.6M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$33.4M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
+$29.4M

Top Sellers

1
FAM
Fred Alger Management
New York
-$81.9M
2
Wells Fargo
Wells Fargo
California
-$70.1M
3
PP
Prudential plc
United Kingdom
-$51.1M
4
Victory Capital Management
Victory Capital Management
Texas
-$27.6M
5
HCM
Hodges Capital Management
Texas
-$27.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
226
Citigroup
New York
$381K -$1.29M -18,997 -77%
CIM
227
Calvert Investment Management
Maryland
$381K -$4.41K -65 -1%
ARTA
228
A.R.T. Advisors
New York
$377K +$183K +2,700 +93%
RJT
229
Raymond James Trust
Florida
$364K +$15.9K +234 +5%
BFO
230
Boston Family Office
Massachusetts
$359K – – –
FRM
231
Fox Run Management
Connecticut
$357K +$359K +5,300 New
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$345K +$347K +5,112 New
NA
233
Neuburgh Advisers
California
$345K +$348K +5,126 New
RFCA
234
R&F Capital Advisors
New York
$339K +$342K +5,036 New
FHAM
235
Folger Hill Asset Management
New York
$336K +$338K +4,986 New
WIM
236
Westside Investment Management
California
$323K +$317K +4,675 New
NA
237
NewEdge Advisors
Louisiana
$307K -$3.39K -50 -1%
YMRC
238
Yorktown Management & Research Company
Virginia
$303K – – –
BC
239
Brinker Capital
Pennsylvania
$303K +$305K +4,492 New
Neuberger Berman Group
240
Neuberger Berman Group
New York
$300K -$11.8K -174 -4%
WAM
241
World Asset Management
Michigan
$282K -$25.6K -377 -8%
Commonwealth Equity Services
242
Commonwealth Equity Services
Massachusetts
$281K +$2.58K +38 +0.9%
SS
243
Simplicity Solutions
Minnesota
$267K -$42.9K -633 -14%
ECM
244
ETrade Capital Management
Virginia
$261K -$134K -1,977 -34%
FMWA
245
Forvis Mazars Wealth Advisors
Missouri
$254K – – –
MCIM
246
Meadow Creek Investment Management
Georgia
$251K +$253K +3,728 New
RFC
247
Regions Financial Corp
Alabama
$249K -$49.2K -726 -16%
CC
248
Courier Capital
New York
$244K -$48K -708 -16%
CTC
249
Central Trust Company
Missouri
$244K +$15K +221 +6%
DT
250
Diversified Trust
Tennessee
$239K – – –
8 9
10
11 12

STE Hedge Fund Activity: Q4 2016 in Review

305 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2016, worth a combined $5.26B — down 7.6% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new STE positions and 33 closed out — a net gain of 11 holders — while 101 added to existing stakes and 123 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $97.6M. The largest seller was Fred Alger Management, exiting entirely with an estimated $81.9M sold.

  • 305 institutional investors held Steris (STE) as of Q4 2016, up from 297 in Q3 2016.
  • Funds reported $5.26B of Steris stock for Q4 2016, down 7.6% quarter-over-quarter.
  • 44 funds opened new Steris positions in Q4 2016 and 33 closed out, a net change of +11 holders.
  • The largest Steris buyer in Q4 2016 was Janus Henderson Investors US, an estimated $97.6M added.
  • The largest Steris seller in Q4 2016 was Fred Alger Management, an estimated $81.9M sold.

Based on aggregated 13F filings for Q4 2016.