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
TRCT
276
Tower Research Capital (TRC)
New York
$24K -$50.8K -734 -68%
BIG
277
Bellwether Investment Group
Tennessee
$22K +$2.01K +29 +10%
PA
278
Parallel Advisors
California
$18K -$4.36K -63 -21%
WA
279
WFG Advisors
Texas
$15K +$69 +1 +0.5%
HWM
280
Holloway Wealth Management
Florida
$14K
Simplex Trading
281
Simplex Trading
Illinois
$14K +$14K +202 New
ASN
282
Advisory Services Network
Georgia
$13K +$12.7K +183 New
OFW
283
Omnia Family Wealth
Florida
$12K
IA
284
IFP Advisors
Florida
$11K -$55.4K -800 -83%
Bessemer Group
285
Bessemer Group
New Jersey
$10K
LF
286
Lee Financial
Texas
$10K
AA
287
AlphaMark Advisors
Kentucky
$10K +$10.4K +150 New
TWI
288
Thomas White International
Illinois
$9K +$3.25K +47 +59%
SEC
289
Seven Eight Capital
New York
$7K -$720K -10,400 -99%
AIL
290
AGF Investments LLC
Ontario, Canada
$6K +$5.54K +80 New
AssetMark Inc
291
AssetMark Inc
California
$5K -$5.67K -82 -56%
RBC
292
Roble Belko & Company
Pennsylvania
$5K
DBT
293
Dubuque Bank & Trust
Iowa
$5K +$5.19K +75 New
PG
294
Patten Group
Tennessee
$4K +$3.53K +51 New
QCG
295
Quadrant Capital Group
Ohio
$4K +$4.43K +64 New
ACS
296
Archford Capital Strategies
Illinois
$3K
QI
297
QS Investors
New York
$1K
IAM
298
Iridian Asset Management
Connecticut
-$264M -3,921,193 Closed
Point72 Asset Management
299
Point72 Asset Management
Connecticut
-$14M -207,800 Closed
RCAMU
300
Rothschild & Co Asset Management US
Connecticut
-$10.8M -159,542 Closed

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.