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Steris
STE

311 hedge funds and large institutions have $6.79B invested in Steris in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 101 increasing their positions, 126 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

5% more funds holding

Funds holding: 297 → 311 (+14)

4% more capital invested

Capital invested by funds: $6.53B → $6.79B (+$259M)

3.91% less ownership

Funds ownership: 94.23% → 90.33% (-3.9%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

20% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 126

45% less call options, than puts

Call options by funds: $3.23M | Put options by funds: $5.92M

Holders
311
Holders Change
+14
Holders Change %
+4.71%
% of All Funds
7.75%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
40
Increased
101
Reduced
126
Closed
21
Calls
$3.23M
Puts
$5.92M
Net Calls
-$2.69M
Net Calls Change
+$1.62M

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
+$51M
2
State Street
State Street
Massachusetts
+$22.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$19.9M
4
Renaissance Technologies
Renaissance Technologies
New York
+$18.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$9.33M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$39.9M
2
American Century Companies
American Century Companies
Missouri
-$39.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$35.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$35.1M
5
Franklin Resources
Franklin Resources
California
-$33.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Verition Fund Management
226
Verition Fund Management
Connecticut
$454K +$435K +5,138 New
B
227
Barings
North Carolina
$433K +$67.8K +800 +20%
LTFS
228
Ladenburg Thalmann Financial Services
Florida
$432K -$540K -6,373 -57%
WIM
229
Westside Investment Management
California
$432K – – –
MCIM
230
Meadow Creek Investment Management
Georgia
$409K +$42K +496 +12%
AAM
231
Aureus Asset Management
Massachusetts
$402K +$47.5K +560 +14%
YMRC
232
Yorktown Management & Research Company
Virginia
$398K – – –
ANTB
233
AMG National Trust Bank
Colorado
$394K -$168K -1,977 -31%
EGM
234
Engineers Gate Manager
New York
$388K +$372K +4,392 New
AIA
235
Allegis Investment Advisors
Idaho
$371K +$94.8K +1,119 +36%
AIM
236
Assured Investment Management
New York
$364K -$546K -6,445 -61%
SS
237
Simplicity Solutions
Minnesota
$358K -$15.8K -187 -4%
TI
238
Trexquant Investment
Connecticut
$353K +$338K +3,993 New
VAM
239
Visionary Asset Management
Texas
$346K -$38.6K -456 -10%
BCM
240
Brookstone Capital Management
Illinois
$344K +$27K +319 +9%
Commonwealth Equity Services
241
Commonwealth Equity Services
Massachusetts
$338K -$79.5K -938 -20%
FRM
242
Fox Run Management
Connecticut
$336K +$322K +3,800 New
RFC
243
Regions Financial Corp
Alabama
$326K -$170 -2 -0.1%
HCA
244
Harbour Capital Advisors
Virginia
$320K -$11K -130 -3%
TA
245
Teton Advisors
New York
$309K – – –
GVT
246
Genesee Valley Trust
New York
$306K +$294K +3,465 New
ACM
247
Azimuth Capital Management
Michigan
$301K – – –
Truist Financial
248
Truist Financial
North Carolina
$299K -$164K -1,932 -36%
CFG
249
CKW Financial Group
Hawaii
$297K +$285K +3,361 New
RJT
250
Raymond James Trust
Florida
$292K -$8.14K -96 -3%
8 9
10
11 12

STE Hedge Fund Activity: Q3 2017 in Review

311 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2017, worth a combined $6.79B — up 4% from $6.53B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new STE positions and 21 closed out — a net gain of 19 holders — while 101 added to existing stakes and 126 trimmed.

The largest buyer was Congress Asset Management, opening a new position worth an estimated $51M. The largest seller was Wells Fargo, cutting an estimated $39.9M.

  • 311 institutional investors held Steris (STE) as of Q3 2017, up from 297 in Q2 2017.
  • Funds reported $6.79B of Steris stock for Q3 2017, up 4% quarter-over-quarter.
  • 40 funds opened new Steris positions in Q3 2017 and 21 closed out, a net change of +19 holders.
  • The largest Steris buyer in Q3 2017 was Congress Asset Management, an estimated $51M added.
  • The largest Steris seller in Q3 2017 was Wells Fargo, an estimated $39.9M sold.

Based on aggregated 13F filings for Q3 2017.