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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
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$50K +$24.5K +275 +91%
IA
302
IFP Advisors
Florida
$49K +$35.7K +400 +256%
QAM
303
QCI Asset Management
New York
$46K
EFSCE
304
Enterprise Financial Services Corp (EFSC)
Missouri
$44K
LWM
305
Lenox Wealth Management
Ohio
$36K -$13.2K -148 -27%
CAC
306
Certified Advisory Corp
Florida
$34K +$35K +392 New
SWM
307
SeaCrest Wealth Management
New York
$26K +$26.4K +296 New
TRCT
308
Tower Research Capital (TRC)
New York
$25K -$26.9K -302 -52%
RPC
309
Rossmore Private Capital
Connecticut
$22.1K +$22.6K +253 New
PA
310
Parallel Advisors
California
$21K
TC
311
Telemus Capital
Michigan
$19K +$19.6K +220 New
HWM
312
Holloway Wealth Management
Florida
$17K
AA
313
AlphaMark Advisors
Kentucky
$13K
WEC
314
Winslow Evans & Crocker
Massachusetts
$12.6K
LF
315
Lee Financial
Texas
$12K
BBHC
316
Brown Brothers Harriman & Co
New York
$12K +$12K +135 New
SIAS
317
Shine Investment Advisory Services
Colorado
$11K +$11K +123 New
SP
318
SWS Partners
Ohio
$8K +$7.76K +87 New
QCG
319
Quadrant Capital Group
Ohio
$7K
EARNEST Partners
320
EARNEST Partners
Georgia
$6K +$5.98K +67 New
TG
321
TLP Group
Illinois
$5K -$6.42K -72 -54%
CTA
322
Carillon Tower Advisers
Florida
$4.35K +$4.44M +49,738 New
CIBC Private Wealth Group
323
CIBC Private Wealth Group
Georgia
$4K +$4.19K +47 New
RWA
324
Ropes Wealth Advisors
Massachusetts
$4K +$4.28K +48 New
PWM
325
Paulson Wealth Management
Illinois
$4K +$4.37K +49 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.