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341 hedge funds and large institutions have $7.24B invested in Steris in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

9% more capital invested

Capital invested by funds: $6.63B → $7.24B (+$614M)

2.27% more ownership

Funds ownership: 89.16%91.42% (+2.3%)

2% more funds holding

Funds holding: 334341 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

12% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 126

94% less call options, than puts

Call options by funds: $1.43M | Put options by funds: $26M

Holders
341
Holders Change
+7
Holders Change %
+2.1%
% of All Funds
7.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
45
Increased
111
Reduced
126
Closed
35
Calls
$1.43M
Puts
$26M
Net Calls
-$24.5M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
301
Advisory Services Network
Georgia
$67K -$29.2K -321 -31%
BCWM
302
Bartlett & Co Wealth Management
Ohio
$65.4K +$63.6K +700 New
BC
303
Bartlett & Co
Ohio
$65K
RCAG
304
Rehmann Capital Advisory Group
Michigan
$65K +$63.3K +696 New
PCG
305
Private Capital Group
Connecticut
$60K -$455 -5 -0.8%
C
306
Cerebellum
California
$56K -$26.6K -292 -33%
LWM
307
Lenox Wealth Management
Ohio
$53K +$14.7K +162 +40%
PCP
308
Proficio Capital Partners
Massachusetts
$52K -$4K -44 -7%
IA
309
IFP Advisors
Florida
$49K
QAM
310
QCI Asset Management
New York
$49K
EFSCE
311
Enterprise Financial Services Corp (EFSC)
Missouri
$47K
CAC
312
Certified Advisory Corp
Florida
$36K
SPIA
313
Steward Partners Investment Advisory
New York
$35K +$34.5K +379 New
SWM
314
SeaCrest Wealth Management
New York
$33K +$5.46K +60 +20%
MAM
315
Meeder Asset Management
Ohio
$26K -$83.6K -919 -77%
PA
316
Parallel Advisors
California
$22K
BDWM
317
Brewin Dolphin Wealth Management
Ireland
$20.1K +$19.5K +215 New
HWM
318
Holloway Wealth Management
Florida
$19K
MGIA
319
Moneta Group Investment Advisors
Missouri
$19K +$18.2K +200 New
AA
320
AlphaMark Advisors
Kentucky
$14K
WEC
321
Winslow Evans & Crocker
Massachusetts
$13.4K
LF
322
Lee Financial
Texas
$13K
SIAS
323
Shine Investment Advisory Services
Colorado
$11K
S
324
SignatureFD
Georgia
$11K +$11.1K +122 New
AssetMark Inc
325
AssetMark Inc
California
$10K +$5.82K +64 +164%

STE Hedge Fund Activity: Q1 2018 in Review

341 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q1 2018, worth a combined $7.24B — up 9.3% from $6.63B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new STE positions and 35 closed out — a net gain of 10 holders — while 111 added to existing stakes and 126 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $111M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $38.6M.

  • 341 institutional investors held Steris (STE) as of Q1 2018, up from 334 in Q4 2017.
  • Funds reported $7.24B of Steris stock for Q1 2018, up 9.3% quarter-over-quarter.
  • 45 funds opened new Steris positions in Q1 2018 and 35 closed out, a net change of +10 holders.
  • The largest Steris buyer in Q1 2018 was Victory Capital Management, an estimated $111M added.
  • The largest Steris seller in Q1 2018 was ArrowMark Colorado Holdings, an estimated $38.6M sold.

Based on aggregated 13F filings for Q1 2018.