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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
LWM
326
Lenox Wealth Management
Ohio
$112K +$25.9K +229 +31%
FHB
327
First Hawaiian Bank
Hawaii
$106K +$105K +928 New
SPIA
328
Steward Partners Investment Advisory
New York
$104K +$55.6K +492 +118%
CFGS
329
Concourse Financial Group Securities
Alabama
$103K +$101K +897 New
ST
330
Smithfield Trust
Pennsylvania
$92K
AA
331
Ancora Advisors
Ohio
$89K +$88.3K +781 New
LNB
332
Ledyard National Bank
$86K
RCAG
333
Rehmann Capital Advisory Group
Michigan
$81.5K +$10.9K +96 +16%
BCWM
334
Bartlett & Co Wealth Management
Ohio
$80.1K
BC
335
Bartlett & Co
Ohio
$80K
HNB
336
Huntington National Bank
Ohio
$76K +$2.04K +18 +3%
PCG
337
Private Capital Group
Connecticut
$68K +$1.36K +12 +2%
PCP
338
Proficio Capital Partners
Massachusetts
$68K +$3.96K +35 +6%
CTC
339
Central Trust Company
Missouri
$65K +$2.26K +20 +4%
QAM
340
QCI Asset Management
New York
$60K
AAP
341
Arax Advisory Partners
Colorado
$51K +$50K +442 New
EWM
342
Edge Wealth Management
New York
$43K
ASN
343
Advisory Services Network
Georgia
$39K -$45.2K -400 -54%
Twin Tree Management
344
Twin Tree Management
Texas
$39K +$38.8K +343 New
FHA
345
First Horizon Advisors
Tennessee
$31K +$2.6K +23 +9%
PI
346
PEAK6 Investments
Illinois
$28K +$27.4K +242 New
TG
347
TLP Group
Illinois
$25K +$24.4K +216 New
AS
348
Altshuler Shaham
Israel
$25K +$24.8K +219 New
BDWM
349
Brewin Dolphin Wealth Management
Ireland
$24.6K
HWM
350
Holloway Wealth Management
Florida
$23K

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.