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334 hedge funds and large institutions have $6.63B invested in Steris in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 124 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 32

19% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 104

7% more funds holding

Funds holding: 311334 (+23)

2% less capital invested

Capital invested by funds: $6.79B → $6.63B (-$161M)

1.17% less ownership

Funds ownership: 90.33%89.16% (-1.2%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

72% less call options, than puts

Call options by funds: $1.62M | Put options by funds: $5.87M

Holders
334
Holders Change
+23
Holders Change %
+7.4%
% of All Funds
7.58%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
55
Increased
124
Reduced
104
Closed
32
Calls
$1.62M
Puts
$5.87M
Net Calls
-$4.25M
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
DT
276
Diversified Trust
Tennessee
$206K -$38.4K -430 -15%
APA
277
American Portfolios Advisors
New York
$167K +$170K +1,904 New
CTC
278
Central Trust Company
Missouri
$156K -$16.3K -183 -9%
ARMT
279
Amica Retiree Medical Trust
Rhode Island
$142K
OSAM
280
O'Shaughnessy Asset Management
Connecticut
$136K +$46.3K +519 +50%
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$135K -$89 -1 -0.1%
HNB
282
Huntington National Bank
Ohio
$135K +$31.3K +351 +30%
HDIM
283
Hanson & Doremus Investment Management
Vermont
$131K
WTC
284
WhitTier Trust Company
Nevada
$129K +$31.4K +352 +31%
YWP
285
YorkBridge Wealth Partners
New York
$113K +$115K +1,285 New
MAM
286
Meeder Asset Management
Ohio
$104K +$98.1K +1,100 +1,122%
CAPTRUST Financial Advisors
287
CAPTRUST Financial Advisors
North Carolina
$101K +$103K +1,159 New
ASN
288
Advisory Services Network
Georgia
$90K -$2.05K -23 -2%
DAM
289
Delta Asset Management
Tennessee
$89K +$89.2K +1,000 +4,348%
PAM
290
Panagora Asset Management
Massachusetts
$87K -$59.2K -664 -40%
WAM
291
Wealthspire Advisors (Maryland)
Maryland
$87K -$32K -359 -26%
Nisa Investment Advisors
292
Nisa Investment Advisors
Missouri
$87K
FPFS
293
First Personal Financial Services
North Carolina
$80K +$11.4K +128 +16%
C
294
Cerebellum
California
$78K +$79.5K +891 New
FIM
295
Foresters Investment Management
New York
$77K -$20.9K -234 -21%
ST
296
Smithfield Trust
Pennsylvania
$70K
LNB
297
Ledyard National Bank
$66K
BC
298
Bartlett & Co
Ohio
$61K
PCP
299
Proficio Capital Partners
Massachusetts
$53K -$1.25K -14 -2%
IWP
300
Icon Wealth Partners
Texas
$53K +$54.2K +608 New

STE Hedge Fund Activity: Q4 2017 in Review

334 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q4 2017, worth a combined $6.63B — down 2.4% from $6.79B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new STE positions and 32 closed out — a net gain of 23 holders — while 124 added to existing stakes and 104 trimmed.

The largest buyer was Ameriprise, adding an estimated $28M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $41.6M sold.

  • 334 institutional investors held Steris (STE) as of Q4 2017, up from 311 in Q3 2017.
  • Funds reported $6.63B of Steris stock for Q4 2017, down 2.4% quarter-over-quarter.
  • 55 funds opened new Steris positions in Q4 2017 and 32 closed out, a net change of +23 holders.
  • The largest Steris buyer in Q4 2017 was Ameriprise, an estimated $28M added.
  • The largest Steris seller in Q4 2017 was Nationwide Fund Advisors, an estimated $41.6M sold.

Based on aggregated 13F filings for Q4 2017.