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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
VFA
426
Valeo Financial Advisors
Indiana
$14K
AS
427
Altshuler Shaham
Israel
$13K +$11.2K +84 New
AIL
428
AGF Investments LLC
Ontario, Canada
$13K +$11.5K +86 New
NCM
429
Next Capital Management
New York
$11K +$9.48K +71 New
TAIM
430
TD Ameritrade Investment Management
Nebraska
$10K -$3.07K -23 -26%
EARNEST Partners
431
EARNEST Partners
Georgia
$10K
CI
432
CX Institutional
Indiana
$9K +$7.88K +59 New
RE
433
RBC Europe
United Kingdom
$8.78K
SMFS
434
Squar Milner Financial Services
California
$8K -$6.28K -47 -47%
BCA
435
Berman Capital Advisors
Georgia
$8K
FRA
436
Front Row Advisors
California
$7K
PFBT
437
Parkside Financial Bank & Trust
Missouri
$7K
AF
438
Allworth Financial
California
$5K
LWM
439
Liberty Wealth Management
California
$5K
TA
440
TCG Advisors
Texas
$5K
CFA
441
Carroll Financial Associates
North Carolina
$5K +$5.21K +39 New
LWA
442
Lenox Wealth Advisors
New York
$4K -$11.5K -86 -78%
RCG
443
Ruggie Capital Group
Florida
$4K +$3.21K +24 New
BBHC
444
Brown Brothers Harriman & Co
New York
$4K +$3.87K +29 New
BFC
445
Bedel Financial Consulting
Indiana
$3K
TCOV
446
Trust Company of Vermont
Vermont
$3K
BL
447
Balentine LLC
Georgia
$3K +$2.27K +17 New
CFA
448
Camarda Financial Advisors
Florida
$3K +$2.94K +22 New
ClearBridge Investments
449
ClearBridge Investments
New York
$3K +$2.94K +22 New
LC
450
Lindbrook Capital
California
$2K +$2.14K +16 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.