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566 hedge funds and large institutions have $13.7B invested in Steris in 2020 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 227 increasing their positions, 187 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $10M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

21% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 187

16% more capital invested

Capital invested by funds: $11.8B → $13.7B (+$1.91B)

0.94% more ownership

Funds ownership: 90.75%91.68% (+0.94%)

8% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 62

2% less funds holding

Funds holding: 575566 (-9)

Holders
566
Holders Change
-9
Holders Change %
-1.57%
% of All Funds
11.42%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
57
Increased
227
Reduced
187
Closed
62
Calls
$22.1M
Puts
$10M
Net Calls
+$12.1M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$1.12M -$2.49M -15,561 -71%
ORI
302
Oak Ridge Investments
Illinois
$1.12M +$7.36K +46 +0.7%
PAS
303
Park Avenue Securities
New York
$1.1M +$36.8K +230 +4%
MYLI
304
Meiji Yasuda Life Insurance
Japan
$1.08M
TPCW
305
TD Private Client Wealth
New York
$1.08M +$950K +5,941 +3,143%
FMT
306
First Mercantile Trust
Tennessee
$1.04M -$21.3K -133 -2%
TC
307
Toews Corporation
New Jersey
$1.04M +$943K +5,900 New
PAG
308
Private Advisor Group
New Jersey
$1.04M -$19.8K -124 -2%
RB
309
Rodgers Brothers
Pennsylvania
$1.02M
FHB
310
First Hawaiian Bank
Hawaii
$1.01M +$1.92K +12 +0.2%
Mercer Global Advisors
311
Mercer Global Advisors
Colorado
$966K +$27K +169 +3%
NMERB
312
New Mexico Educational Retirement Board
New Mexico
$960K -$48K -300 -5%
DBG
313
De Burlo Group
Massachusetts
$951K -$8K -50 -0.9%
BFO
314
Boston Family Office
Massachusetts
$938K
UIM
315
USS Investment Management
United Kingdom
$931K
SIM
316
Sentry Investment Management
Wisconsin
$920K
SMDAM
317
Sumitomo Mitsui DS Asset Management
Japan
$916K -$115K -718 -12%
Janney Montgomery Scott
318
Janney Montgomery Scott
Pennsylvania
$908K +$357K +2,232 +76%
Cambridge Investment Research Advisors
319
Cambridge Investment Research Advisors
Iowa
$904K +$16.6K +104 +2%
GCA
320
Greenwood Capital Associates
South Carolina
$900K +$382K +2,392 +88%
COI
321
Connable Office Inc
Michigan
$897K -$67.3K -421 -8%
IMRF
322
Illinois Municipal Retirement Fund
Illinois
$896K +$314K +1,961 +63%
KRS
323
Kentucky Retirement Systems
Kentucky
$874K +$37.3K +233 +5%
FL
324
Fort LP
Maryland
$865K -$222K -1,388 -22%
MIP
325
Marietta Investment Partners
Wisconsin
$857K -$2.31M -14,470 -75%

STE Hedge Fund Activity: Q3 2020 in Review

566 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q3 2020, worth a combined $13.7B — up 16% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of STE and 57 opened new positions — a net loss of 5 holders — while 187 trimmed existing stakes and 227 added.

The largest buyer was London Company of Virginia, opening a new position worth an estimated $118M. The largest seller was Vanguard Group, cutting an estimated $82.1M.

  • 566 institutional investors held Steris (STE) as of Q3 2020, down from 575 in Q2 2020.
  • Funds reported $13.7B of Steris stock for Q3 2020, up 16% quarter-over-quarter.
  • 57 funds opened new Steris positions in Q3 2020 and 62 closed out, a net change of -5 holders.
  • The largest Steris buyer in Q3 2020 was London Company of Virginia, an estimated $118M added.
  • The largest Steris seller in Q3 2020 was Vanguard Group, an estimated $82.1M sold.

Based on aggregated 13F filings for Q3 2020.