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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
YIA
451
YHB Investment Advisors
Connecticut
$233K +$211K +1,321 New
SPIA
452
Steward Partners Investment Advisory
New York
$232K +$4.8K +30 +2%
FC
453
Forte Capital
New York
$229K -$20.1K -126 -9%
PNC
454
Park National Corp
Ohio
$228K -$7.51K -47 -4%
CAM
455
Cresset Asset Management
Illinois
$227K +$206K +1,287 New
CFGS
456
Concourse Financial Group Securities
Alabama
$223K +$47K +294 +30%
GH
457
GAM Holding
Switzerland
$220K -$175K -1,096 -47%
NFG
458
Next Financial Group
Texas
$218K +$198K +1,238 New
American Century Companies
459
American Century Companies
Missouri
$216K +$196K +1,228 New
ZCA
460
Zeke Capital Advisors
Pennsylvania
$215K +$195K +1,218 New
CG
461
Colony Group
Massachusetts
$214K -$25.9K -162 -12%
IA
462
IFP Advisors
Florida
$214K -$4.96K -31 -3%
F
463
F3Logic
Minnesota
$203K +$184K +1,149 New
SIAS
464
Shine Investment Advisory Services
Colorado
$202K
CIM
465
Chiron Investment Management
New York
$185K +$64K +400 +62%
PMFA
466
Plante Moran Financial Advisors
Michigan
$181K +$160K +1,000 +3,704%
CTC
467
Central Trust Company
Missouri
$171K +$74.3K +465 +92%
BCWM
468
Bartlett & Co Wealth Management
Ohio
$167K -$8K -50 -5%
BC
469
Bartlett & Co
Ohio
$167K -$8K -50 -5%
EP
470
Eudaimonia Partners
Tennessee
$167K +$26.5K +166 +21%
ASN
471
Advisory Services Network
Georgia
$161K +$145K +907 New
TWI
472
Thomas White International
Illinois
$154K
BG
473
Bollard Group
Massachusetts
$143K
CFB
474
Cullen/Frost Bankers
Texas
$139K +$126K +787 New
AA
475
Ancora Advisors
Ohio
$138K

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.