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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
FPFS
351
First Personal Financial Services
North Carolina
$22K +$2.49K +22 +13%
RMAM
352
Raab & Moskowitz Asset Management
New Jersey
$22K +$22.6K +200 New
WC
353
Whitney & Co
New York
$21K +$19.2K +170 New
WEC
354
Winslow Evans & Crocker
Massachusetts
$18K
AA
355
AlphaMark Advisors
Kentucky
$17K
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$17K +$17.2K +152 New
LF
357
Lee Financial
Texas
$16K
S
358
SignatureFD
Georgia
$13K -$10.3K -91 -45%
AssetMark Inc
359
AssetMark Inc
California
$13K -$565 -5 -4%
AC
360
Avestar Capital
New York
$13K
SMFS
361
Squar Milner Financial Services
California
$12K
CC
362
Claybrook Capital
Massachusetts
$11K
CTB
363
Country Trust Bank
Illinois
$10K
QCG
364
Quadrant Capital Group
Ohio
$10K
JA
365
JOYN Advisors
Georgia
$10K +$1.81K +16 +22%
Parallax Volatility Advisers
366
Parallax Volatility Advisers
California
$10K +$9.95K +88 New
WSTAM
367
Wilbanks Smith & Thomas Asset Management
Virginia
$9K +$8.48K +75 New
EARNEST Partners
368
EARNEST Partners
Georgia
$8K
VFA
369
Valeo Financial Advisors
Indiana
$6K +$5.88K +52 New
AF
370
Allworth Financial
California
$4K
SC
371
Sawyer & Company
Massachusetts
$4K
DWM
372
Destination Wealth Management
California
$4K +$3.62K +32 New
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.85K +34 New
EFSCE
374
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$53.1K -470 -94%
BBHC
375
Brown Brothers Harriman & Co
New York
$3K -$12.2K -108 -83%

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.