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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
BCWM
376
Bartlett & Co Wealth Management
Ohio
$184K
CL
377
CSS LLC
Illinois
$179K +$160K +1,200 New
QCG
378
Quadrant Capital Group
Ohio
$178K +$150K +1,120 +1,217%
SPIA
379
Steward Partners Investment Advisory
New York
$159K +$143K +1,070 New
CBOA
380
Commonwealth Bank of Australia
Australia
$151K +$136K +1,021 New
SIAS
381
Shine Investment Advisory Services
Colorado
$150K -$28.2K -211 -17%
YWP
382
YorkBridge Wealth Partners
New York
$148K -$33.4K -250 -20%
CFGS
383
Concourse Financial Group Securities
Alabama
$148K +$4.54K +34 +4%
BEI
384
Benjamin Edwards Inc
Missouri
$148K +$24.6K +184 +23%
LWM
385
Lenox Wealth Management
Ohio
$145K +$3.07K +23 +2%
GAM
386
GQ Asset Management
New York
$138K +$124K +926 New
PCM
387
Prelude Capital Management
New York
$133K +$26K +195 +28%
ST
388
Smithfield Trust
Pennsylvania
$119K
FHA
389
First Horizon Advisors
Tennessee
$118K +$69.3K +519 +187%
Schroder Investment Management Group
390
Schroder Investment Management Group
United Kingdom
$112K +$101K +753 New
ASN
391
Advisory Services Network
Georgia
$108K +$49.8K +373 +107%
RCAG
392
Rehmann Capital Advisory Group
Michigan
$107K +$534 +4 +0.6%
MAM
393
Marquette Asset Management
Minnesota
$94K
CTC
394
Central Trust Company
Missouri
$89K +$17.1K +128 +28%
QAM
395
QCI Asset Management
New York
$78K
PCP
396
Proficio Capital Partners
Massachusetts
$77K -$1.87K -14 -3%
DAM
397
Delta Asset Management
Tennessee
$74K -$33.4K -250 -33%
Fifth Third Bancorp
398
Fifth Third Bancorp
Ohio
$69K
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$67K
EWM
400
Executive Wealth Management
Michigan
$66K

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.