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387 hedge funds and large institutions have $8.53B invested in Steris in 2018 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 148 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 36

19% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 124

7% more capital invested

Capital invested by funds: $7.96B → $8.53B (+$577M)

6% more funds holding

Funds holding: 366387 (+21)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.6% less ownership

Funds ownership: 89.83%88.23% (-1.6%)

10% less call options, than puts

Call options by funds: $5.41M | Put options by funds: $6.02M

Holders
387
Holders Change
+21
Holders Change %
+5.74%
% of All Funds
8.85%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
60
Increased
148
Reduced
124
Closed
36
Calls
$5.41M
Puts
$6.02M
Net Calls
-$605K
Net Calls Change
+$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
301
Empirical Finance
Pennsylvania
$235K
IA
302
IFP Advisors
Florida
$231K +$72.6K +642 +47%
ICOM
303
Investment Counselors of Maryland
Maryland
$227K
SIC
304
Sigma Investment Counselors
Michigan
$223K +$221K +1,950 New
SS
305
Simplicity Solutions
Minnesota
$220K -$145K -1,282 -40%
APA
306
American Portfolios Advisors
New York
$218K -$10.6K -94 -5%
V
307
Veritable
Delaware
$215K +$213K +1,883 New
AT
308
Arden Trust
Delaware
$213K +$210K +1,858 New
BFA
309
Beaumont Financial Advisors
Massachusetts
$212K +$209K +1,850 New
AGM
310
Alpine Global Management
New York
$209K +$206K +1,824 New
Simplex Trading
311
Simplex Trading
Illinois
$191K +$189K +1,674 New
ARMT
312
Amica Retiree Medical Trust
Rhode Island
$186K
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$185K +$13.2K +117 +8%
HDIM
314
Hanson & Doremus Investment Management
Vermont
$172K
CAW
315
Cornerstone Advisors (Washington)
Washington
$169K +$126K +1,110 +303%
IUHSA
316
Itau Unibanco Holding S.A.
Brazil
$161K +$65.2K +577 +70%
PA
317
Parallel Advisors
California
$156K +$128K +1,129 +480%
Schroder Investment Management Group
318
Schroder Investment Management Group
United Kingdom
$155K -$61.1K -540 -29%
YWP
319
YorkBridge Wealth Partners
New York
$154K -$6.33K -56 -4%
SIAS
320
Shine Investment Advisory Services
Colorado
$143K +$128K +1,128 +917%
WAM
321
Wealthspire Advisors (Maryland)
Maryland
$135K +$13.5K +119 +11%
SWM
322
SeaCrest Wealth Management
New York
$131K +$89.4K +791 +222%
CPH
323
C Partners Holding
Switzerland
$119K -$144K -1,274 -55%
DAM
324
Delta Asset Management
Tennessee
$114K
PAM
325
Panagora Asset Management
Massachusetts
$114K

STE Hedge Fund Activity: Q3 2018 in Review

387 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2018, worth a combined $8.53B — up 7.3% from $7.96B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new STE positions and 36 closed out — a net gain of 24 holders — while 148 added to existing stakes and 124 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $142M. The largest seller was St. Denis J. Villere & Co, exiting entirely with an estimated $97.5M sold.

  • 387 institutional investors held Steris (STE) as of Q3 2018, up from 366 in Q2 2018.
  • Funds reported $8.53B of Steris stock for Q3 2018, up 7.3% quarter-over-quarter.
  • 60 funds opened new Steris positions in Q3 2018 and 36 closed out, a net change of +24 holders.
  • The largest Steris buyer in Q3 2018 was WCM Investment Management, an estimated $142M added.
  • The largest Steris seller in Q3 2018 was St. Denis J. Villere & Co, an estimated $97.5M sold.

Based on aggregated 13F filings for Q3 2018.