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297 hedge funds and large institutions have $5.69B invested in Steris in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 119 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $5.5B → $5.69B (+$188M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

6% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 119

2.45% less ownership

Funds ownership: 93.1%90.65% (-2.4%)

7% less funds holding

Funds holding: 321297 (-24)

38% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 52

94% less call options, than puts

Call options by funds: $913K | Put options by funds: $15.3M

Holders
297
Holders Change
-24
Holders Change %
-7.48%
% of All Funds
7.92%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
32
Increased
112
Reduced
119
Closed
52
Calls
$913K
Puts
$15.3M
Net Calls
-$14.4M
Net Calls Change
-$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
251
Baird Financial Group
Wisconsin
$236K -$28.3K -400 -11%
LPL Financial
252
LPL Financial
California
$235K +$232K +3,280 New
Wolverine Trading
253
Wolverine Trading
Illinois
$229K -$60.5K -857 -21%
OCG
254
Opus Capital Group
Ohio
$222K +$215K +3,039 New
SEC
255
Seven Eight Capital
New York
$219K -$56.5K -800 -21%
KAM
256
Keeley Asset Management
Illinois
$215K +$71 +1 +0%
ARTA
257
A.R.T. Advisors
New York
$211K -$2.44M -34,585 -92%
VCAM
258
Van Cleef Asset Management
Ohio
$205K +$198K +2,800 New
Twin Tree Management
259
Twin Tree Management
Texas
$188K +$56.8K +804 +45%
PSC
260
Prentiss Smith & Co
Vermont
$188K +$181K +2,565 New
Zurich Cantonal Bank
261
Zurich Cantonal Bank
Switzerland
$185K +$22.9K +324 +15%
Creative Planning
262
Creative Planning
Kansas
$134K +$56.4K +799 +77%
DADC
263
D.A. Davidson & Co
Montana
$131K +$21.2K +300 +20%
HDIM
264
Hanson & Doremus Investment Management
Vermont
$122K
LWCFA
265
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$119K
ARMT
266
Amica Retiree Medical Trust
Rhode Island
$119K +$115K +1,628 New
WAM
267
Wealthspire Advisors (Maryland)
Maryland
$112K +$22.5K +318 +26%
WTC
268
WhitTier Trust Company
Nevada
$102K +$7.91K +112 +9%
BC
269
Bartlett & Co
Ohio
$80K
ST
270
Smithfield Trust
Pennsylvania
$58K
FPFS
271
First Personal Financial Services
North Carolina
$55K +$21.5K +304 +68%
LNB
272
Ledyard National Bank
$55K +$53K +750 New
HNB
273
Huntington National Bank
Ohio
$48K
QAM
274
QCI Asset Management
New York
$38K
EFSCE
275
Enterprise Financial Services Corp (EFSC)
Missouri
$37K

STE Hedge Fund Activity: Q3 2016 in Review

297 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2016, worth a combined $5.69B — up 3.4% from $5.5B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of STE and 32 opened new positions — a net loss of 20 holders — while 119 trimmed existing stakes and 112 added.

The largest buyer was Janus Henderson Investors US, adding an estimated $154M. The largest seller was Canada Life, cutting an estimated $63.5M.

  • 297 institutional investors held Steris (STE) as of Q3 2016, down from 321 in Q2 2016.
  • Funds reported $5.69B of Steris stock for Q3 2016, up 3.4% quarter-over-quarter.
  • 32 funds opened new Steris positions in Q3 2016 and 52 closed out, a net change of -20 holders.
  • The largest Steris buyer in Q3 2016 was Janus Henderson Investors US, an estimated $154M added.
  • The largest Steris seller in Q3 2016 was Canada Life, an estimated $63.5M sold.

Based on aggregated 13F filings for Q3 2016.