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458 hedge funds and large institutions have $11.2B invested in Steris in 2019 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 147 increasing their positions, 150 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 45

30% more call options, than puts

Call options by funds: $6.07M | Put options by funds: $4.66M

23% more capital invested

Capital invested by funds: $9.16B → $11.2B (+$2.06B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

12% more funds holding

Funds holding: 409458 (+49)

4.62% more ownership

Funds ownership: 84.58%89.2% (+4.6%)

2% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 150

Holders
458
Holders Change
+49
Holders Change %
+11.98%
% of All Funds
9.95%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
100
Increased
147
Reduced
150
Closed
45
Calls
$6.07M
Puts
$4.66M
Net Calls
+$1.41M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
326
TrinityPoint Wealth
Connecticut
$336K +$10K +75 +3%
WSCM
327
Wellington Shields Capital Management
New York
$335K +$301K +2,250 New
Verition Fund Management
328
Verition Fund Management
Connecticut
$332K -$161K -1,205 -35%
ZB
329
Zions Bancorporation
Utah
$328K +$295K +2,206 New
APA
330
American Portfolios Advisors
New York
$317K +$23.8K +178 +9%
CPC
331
Cookson Peirce & Co
Pennsylvania
$314K
SW
332
SVB Wealth
Massachusetts
$313K
V
333
Veritable
Delaware
$312K +$27.8K +208 +11%
FT
334
Fiduciary Trust
Massachusetts
$311K +$65.5K +490 +31%
OC
335
Oppenheimer & Co
New York
$306K +$274K +2,052 New
PG
336
Pendal Group
Australia
$303K -$45.1K -338 -14%
PTC
337
Private Trust Company
Ohio
$299K -$433K -3,238 -62%
NFG
338
Next Financial Group
Texas
$288K -$414K -3,101 -62%
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$288K +$9.48K +71 +4%
BCI
340
Brinker Capital Investments
Pennsylvania
$286K +$84.7K +634 +49%
FAAS
341
First Allied Advisory Services
California
$284K -$45.7K -342 -15%
SS
342
Simplicity Solutions
Minnesota
$276K +$35.4K +265 +17%
BFA
343
Beaumont Financial Advisors
Massachusetts
$275K
VF
344
Virtu Financial
New York
$275K +$247K +1,849 New
Wolverine Trading
345
Wolverine Trading
Illinois
$273K +$245K +1,837 New
MAP
346
Moody Aldrich Partners
Massachusetts
$271K +$243K +1,818 New
TAM
347
Tiverton Asset Management
Delaware
$269K -$64.7K -484 -21%
CBFP
348
Cedar Brook Financial Partners
Ohio
$264K +$935 +7 +0.4%
AWM
349
AE Wealth Management
Kansas
$264K +$236K +1,770 New
FHB
350
First Hawaiian Bank
Hawaii
$258K +$231K +1,733 New

STE Hedge Fund Activity: Q2 2019 in Review

458 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q2 2019, worth a combined $11.2B — up 23% from $9.16B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new STE positions and 45 closed out — a net gain of 55 holders — while 147 added to existing stakes and 150 trimmed.

The largest buyer was Canada Life, adding an estimated $101M. The largest seller was Macquarie Group, exiting entirely with an estimated $75.7M sold.

  • 458 institutional investors held Steris (STE) as of Q2 2019, up from 409 in Q1 2019.
  • Funds reported $11.2B of Steris stock for Q2 2019, up 23% quarter-over-quarter.
  • 100 funds opened new Steris positions in Q2 2019 and 45 closed out, a net change of +55 holders.
  • The largest Steris buyer in Q2 2019 was Canada Life, an estimated $101M added.
  • The largest Steris seller in Q2 2019 was Macquarie Group, an estimated $75.7M sold.

Based on aggregated 13F filings for Q2 2019.