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301 hedge funds and large institutions have $4.5B invested in Steris in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 135 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

55% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 87

28% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 29

16% more capital invested

Capital invested by funds: $3.87B → $4.5B (+$625M)

6.98% more ownership

Funds ownership: 100.73%107.7% (+7%)

2% more funds holding

Funds holding: 296301 (+5)

81% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $7.25M

Holders
301
Holders Change
+5
Holders Change %
+1.69%
% of All Funds
8.02%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
37
Increased
135
Reduced
87
Closed
29
Calls
$1.39M
Puts
$7.25M
Net Calls
-$5.85M
Net Calls Change
+$81K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
276
Bartlett & Co
Ohio
$91K -$5.67K -86 -6%
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$78K -$32.6K -494 -31%
WTC
278
WhitTier Trust Company
Nevada
$78K
Creative Planning
279
Creative Planning
Kansas
$75K
TRCT
280
Tower Research Capital (TRC)
New York
$73K +$68.2K +1,034 +20,680%
PCM
281
Prelude Capital Management
New York
$56K +$30.7K +465 +139%
EFSCE
282
Enterprise Financial Services Corp (EFSC)
Missouri
$35K
MA
283
MCF Advisors
Kentucky
$32K +$132 +2 +0.4%
FANJ
284
Financial Architects (New Jersey)
New Jersey
$17K
LS
285
Lupo Securities
Illinois
$17K +$15.8K +240 New
WA
286
WFG Advisors
Texas
$15K -$1.65K -25 -11%
BRWM
287
B. Riley Wealth Management
Tennessee
$14K
BL
288
Balentine LLC
Georgia
$14K +$13.2K +200 New
TWI
289
Thomas White International
Illinois
$13K
GAM
290
Gemmer Asset Management
California
$12K
Zurich Cantonal Bank
291
Zurich Cantonal Bank
Switzerland
$12K +$11.6K +176 New
WCBA
292
Weaver C. Barksdale & Associates
Tennessee
$9K +$1.65K +25 +25%
AIM
293
Advantage Investment Management
Iowa
$8K
Manulife (Manufacturers Life Insurance)
294
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.98K +$147K +2,221 +2%
BCMIO
295
Beacon Capital Management Inc (Ohio)
Ohio
$7K
MFS
296
MSI Financial Services
Massachusetts
$5K -$1.91K -29 -29%
W
297
Wealthfront
California
$4K +$3.63K +55 +5,500%
ACS
298
Archford Capital Strategies
Illinois
$3.3K
ASN
299
Advisory Services Network
Georgia
$2K -$1.65K -25 -45%
FHA
300
First Horizon Advisors
Tennessee
$1K

STE Hedge Fund Activity: Q1 2015 in Review

301 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q1 2015, worth a combined $4.5B — up 16% from $3.87B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new STE positions and 29 closed out — a net gain of 8 holders — while 135 added to existing stakes and 87 trimmed.

The largest buyer was Janus Henderson Investors US, opening a new position worth an estimated $71.9M. The largest seller was Allianz Asset Management, cutting an estimated $37.8M.

  • 301 institutional investors held Steris (STE) as of Q1 2015, up from 296 in Q4 2014.
  • Funds reported $4.5B of Steris stock for Q1 2015, up 16% quarter-over-quarter.
  • 37 funds opened new Steris positions in Q1 2015 and 29 closed out, a net change of +8 holders.
  • The largest Steris buyer in Q1 2015 was Janus Henderson Investors US, an estimated $71.9M added.
  • The largest Steris seller in Q1 2015 was Allianz Asset Management, an estimated $37.8M sold.

Based on aggregated 13F filings for Q1 2015.