Steris
575 hedge funds and large institutions have $11.8B invested in Steris in 2020 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 227 increasing their positions, 199 reducing their positions, and 57 closing their positions.
221% more call options, than puts
Call options by funds: $47.7M | Put options by funds: $14.8M
44% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 57
14% more repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 199
11% more capital invested
Capital invested by funds: $10.6B → $11.8B (+$1.21B)
4% more funds holding
Funds holding: 553 → 575 (+22)
1.39% more ownership
Funds ownership: 89.36% → 90.75% (+1.4%)
56% less funds holding in top 10
Funds holding in top 10: 9 → 4 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
+$186M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$121M |
| 3 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$84.3M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$79.5M |
| 5 |
WJWM
Williams Jones Wealth Management
New York
|
+$55.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$242M |
| 2 |
Select Equity Group
New York
|
-$97.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$79.4M |
| 4 |
Goldman Sachs
New York
|
-$76.2M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$36.7M |
STE Hedge Fund Activity: Q2 2020 in Review
575 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q2 2020, worth a combined $11.8B — up 11% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new STE positions and 57 closed out — a net gain of 25 holders — while 227 added to existing stakes and 199 trimmed.
The largest buyer was WCM Investment Management, adding an estimated $186M. The largest seller was Wellington Management Group, cutting an estimated $242M.
- 575 institutional investors held Steris (STE) as of Q2 2020, up from 553 in Q1 2020.
- Funds reported $11.8B of Steris stock for Q2 2020, up 11% quarter-over-quarter.
- 82 funds opened new Steris positions in Q2 2020 and 57 closed out, a net change of +25 holders.
- The largest Steris buyer in Q2 2020 was WCM Investment Management, an estimated $186M added.
- The largest Steris seller in Q2 2020 was Wellington Management Group, an estimated $242M sold.
Based on aggregated 13F filings for Q2 2020.