We are live on ! Find out more

299 hedge funds and large institutions have $5.39B invested in Steris in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 113 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

2% more capital invested

Capital invested by funds: $5.26B → $5.39B (+$129M)

0.37% less ownership

Funds ownership: 91.71%91.34% (-0.37%)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 113

2% less funds holding

Funds holding: 305299 (-6)

81% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $7.41M

Holders
299
Holders Change
-6
Holders Change %
-1.97%
% of All Funds
7.44%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
33
Increased
109
Reduced
113
Closed
31
Calls
$1.42M
Puts
$7.41M
Net Calls
-$5.99M
Net Calls Change
+$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
251
Zurich Cantonal Bank
Switzerland
$206K
KTA
252
Keeley-Teton Advisors
Illinois
$205K +$204K +2,944 New
LPL Financial
253
LPL Financial
California
$200K -$12.1K -175 -6%
MCIM
254
Meadow Creek Investment Management
Georgia
$187K -$72K -1,040 -28%
ICOM
255
Investment Counselors of Maryland
Maryland
$183K +$40.7K +588 +29%
Citigroup
256
Citigroup
New York
$153K -$238K -3,440 -61%
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$123K -$231K -3,345 -65%
ARMT
258
Amica Retiree Medical Trust
Rhode Island
$113K
HDIM
259
Hanson & Doremus Investment Management
Vermont
$111K -$4.84K -70 -4%
Creative Planning
260
Creative Planning
Kansas
$102K
WAM
261
Wealthspire Advisors (Maryland)
Maryland
$97K
CG
262
Cutler Group
California
$94K -$325K -4,694 -78%
Nisa Investment Advisors
263
Nisa Investment Advisors
Missouri
$69K
ST
264
Smithfield Trust
Pennsylvania
$56K
FPFS
265
First Personal Financial Services
North Carolina
$53K
LNB
266
Ledyard National Bank
$52K
AIM
267
Acrospire Investment Management
Illinois
$49K
BC
268
Bartlett & Co
Ohio
$49K
HNB
269
Huntington National Bank
Ohio
$45K
PCP
270
Proficio Capital Partners
Massachusetts
$41K
QAM
271
QCI Asset Management
New York
$36K
EFSCE
272
Enterprise Financial Services Corp (EFSC)
Missouri
$35K
WTC
273
WhitTier Trust Company
Nevada
$35K
DADC
274
D.A. Davidson & Co
Montana
$31K -$93.1K -1,346 -75%
PCM
275
Prelude Capital Management
New York
$31K -$73.6K -1,063 -70%

STE Hedge Fund Activity: Q1 2017 in Review

299 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q1 2017, worth a combined $5.39B — up 2.5% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new STE positions and 31 closed out — a net gain of 2 holders — while 109 added to existing stakes and 113 trimmed.

The largest buyer was BlackRock, adding an estimated $363M. The largest seller was Iridian Asset Management, exiting entirely with an estimated $264M sold.

  • 299 institutional investors held Steris (STE) as of Q1 2017, down from 305 in Q4 2016.
  • Funds reported $5.39B of Steris stock for Q1 2017, up 2.5% quarter-over-quarter.
  • 33 funds opened new Steris positions in Q1 2017 and 31 closed out, a net change of +2 holders.
  • The largest Steris buyer in Q1 2017 was BlackRock, an estimated $363M added.
  • The largest Steris seller in Q1 2017 was Iridian Asset Management, an estimated $264M sold.

Based on aggregated 13F filings for Q1 2017.