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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
VIA
351
Vident Investment Advisory
Georgia
$592K +$13.8K +86 +3%
AWM
352
Avior Wealth Management
Nebraska
$590K +$32K +200 +6%
SFS
353
Sowell Financial Services
Arkansas
$589K -$8.15K -51 -2%
IB
354
Intrust Bank
Kansas
$584K +$9.43K +59 +2%
WCM
355
Washington Capital Management
Washington
$581K
TRCT
356
Tower Research Capital (TRC)
New York
$566K -$3.23M -20,196 -86%
SWP
357
Strategic Wealth Partners
Ohio
$552K -$40.9K -256 -8%
O
358
Ossiam
France
$551K +$67.3K +421 +16%
SP
359
Symmetry Partners
Connecticut
$545K +$151K +946 +44%
FT
360
Fiduciary Trust
Massachusetts
$544K
HPC
361
Hobart Private Capital
North Carolina
$541K +$35.7K +223 +8%
Holocene Advisors
362
Holocene Advisors
New York
$540K +$259K +1,620 +112%
RFC
363
Regions Financial Corp
Alabama
$539K -$46.5K -291 -9%
MPAM
364
Monarch Partners Asset Management
Massachusetts
$531K +$125K +782 +35%
PFG
365
PAX Financial Group
Texas
$527K +$9.11K +57 +2%
FMWA
366
Forvis Mazars Wealth Advisors
Missouri
$506K +$30.1K +188 +7%
ARMT
367
Amica Retiree Medical Trust
Rhode Island
$502K
Creative Planning
368
Creative Planning
Kansas
$498K -$84.4K -528 -16%
CI
369
Cigna Investments
Connecticut
$498K
TCBWMS
370
Texas Capital Bank Wealth Management Services
Texas
$495K +$449K +2,810 New
TW
371
TrinityPoint Wealth
Connecticut
$490K +$10.2K +64 +2%
TGAM
372
TBH Global Asset Management
Tennessee
$485K -$4.16K -26 -0.9%
IRF
373
IBM Retirement Fund
New York
$481K +$122K +766 +39%
First Manhattan
374
First Manhattan
New York
$466K
EA
375
Emerald Advisers
Pennsylvania
$460K +$417K +2,611 New

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.