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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
SBH
326
Segall Bryant & Hamill
Illinois
$852K +$5.92K +37 +0.8%
DC
327
Derby & Company
Massachusetts
$815K
PP
328
Paloma Partners
Connecticut
$813K -$5.39M -33,683 -88%
MOS
329
MGO One Seven
Ohio
$811K -$10.2K -64 -1%
SGI
330
Summit Global Investments
Utah
$800K +$24.6K +154 +4%
AII
331
AGF Investments Inc
Ontario, Canada
$784K +$155K +968 +28%
KeyBank National Association
332
KeyBank National Association
Ohio
$782K +$1.12K +7 +0.2%
FVWA
333
Foster Victor Wealth Advisors
South Carolina
$782K +$384K +2,402 +118%
GC
334
Globeflex Capital
California
$762K -$50.5K -316 -7%
V
335
Veritable
Delaware
$758K -$5.76K -36 -0.8%
LSERS
336
Louisiana State Employees Retirement System
Louisiana
$758K +$95.9K +600 +16%
CB
337
Commerce Bank
Missouri
$749K +$60.1K +376 +10%
S
338
SignatureFD
Georgia
$735K -$160 -1 -0%
AF
339
Advisornet Financial
Minnesota
$722K +$84.9K +531 +15%
SS
340
Simplicity Solutions
Minnesota
$720K +$120K +749 +22%
EWM
341
Evercore Wealth Management
New York
$707K -$51.2K -320 -7%
CS
342
Comerica Securities
Michigan
$689K -$1.12K -7 -0.2%
Commonwealth Equity Services
343
Commonwealth Equity Services
Massachusetts
$689K +$82.7K +517 +15%
PTC
344
Private Trust Company
Ohio
$671K +$55.3K +346 +10%
CIM
345
CIM Investment Management
Pennsylvania
$660K -$613K -3,831 -51%
SAM
346
Strategy Asset Managers
California
$645K +$86.3K +540 +17%
MYAM
347
Meiji Yasuda Asset Management
Japan
$641K -$118K -740 -17%
SDIC
348
South Dakota Investment Council
South Dakota
$634K -$112K -700 -16%
Mirae Asset Global Investments
349
Mirae Asset Global Investments
South Korea
$602K -$8.15K -51 -1%
P
350
Pitcairn
Pennsylvania
$601K -$556K -3,480 -50%

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.