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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: 297311 (+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: 76 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
276
Simplex Trading
Illinois
$105K +$101K +1,196 New
WTC
277
WhitTier Trust Company
Nevada
$99K +$4.32K +51 +5%
FIM
278
Foresters Investment Management
New York
$98K -$10.6K -125 -10%
ASN
279
Advisory Services Network
Georgia
$93K +$76.6K +904 +591%
OSAM
280
O'Shaughnessy Asset Management
Connecticut
$91K +$87.5K +1,032 New
Nisa Investment Advisors
281
Nisa Investment Advisors
Missouri
$88K
ST
282
Smithfield Trust
Pennsylvania
$71K
FPFS
283
First Personal Financial Services
North Carolina
$70K +$1.7K +20 +3%
LNB
284
Ledyard National Bank
$66K
BC
285
Bartlett & Co
Ohio
$62K
PCP
286
Proficio Capital Partners
Massachusetts
$55K -$424 -5 -0.8%
TRCT
287
Tower Research Capital (TRC)
New York
$52K +$49.4K +583 New
LWM
288
Lenox Wealth Management
Ohio
$49K +$10.7K +126 +29%
QAM
289
QCI Asset Management
New York
$46K
EFSCE
290
Enterprise Financial Services Corp (EFSC)
Missouri
$44K
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$27K
PA
292
Parallel Advisors
California
$21K
HWM
293
Holloway Wealth Management
Florida
$18K
IA
294
IFP Advisors
Florida
$14K +$1.61K +19 +14%
AA
295
AlphaMark Advisors
Kentucky
$13K
WEC
296
Winslow Evans & Crocker
Massachusetts
$12.7K
LF
297
Lee Financial
Texas
$12K -$424 -5 -3%
TG
298
TLP Group
Illinois
$12K +$11.3K +133 New
MAM
299
Meeder Asset Management
Ohio
$9K +$8.31K +98 New
DBT
300
Dubuque Bank & Trust
Iowa
$7K

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.